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Client Intake Manager Jobs in California (NOW HIRING)

Martinian Lawyers

Legal Intake Specialist

Los Angeles, CA · On-site

$20 - $30/hr

The ideal candidate will be responsible for managing the initial stages of client intake, ensuring that all necessary information is collected accurately and efficiently. This role is crucial in ...

Trestle Law, APC

Legal Intake Specialist

San Diego, CA · On-site

$20 - $25/hr

Our growing law firm is seeking an intake specialist to enhance client relations and manage our increasing caseload. This role is perfect for someone who is great on the phone, is a naturally ...

Martinian Lawyers

Legal Intake Specialist

CA · On-site

$20 - $30/hr

The ideal candidate will be responsible for managing the initial stages of client intake, ensuring that all necessary information is collected accurately and efficiently. This role is crucial in ...

Holstrom, Block & Parke, APLC

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Intake Specialist

Corona, CA · On-site

$18 - $22/hr

... client · Input data from telephone conference into internal tracking system · Schedule ... ability to manage their time and tasks effectively. They will also be able to keep an upbeat ...

U.S.VETS

Intake Specialist

Los Angeles, CA

$21.78 - $27.23/hr

Performs client intake process, intake packet completion, and program data entry for intakes and ... Performs data entry into the Homeless Management Information System (HMIS) if appropriate.

Mesriani Law Group

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Legal Assistant- Intake Specialist

Santa Monica, CA · On-site

$20 - $25/hr

Manage client intake using Clio, LawRuler, and MerusCase software * Prepare and organize legal documents efficiently * Maintain accurate records and case files * Enter and update client data in case ...

US VETS Inc

Intake Specialist

Los Angeles, CA · On-site

$21.78 - $27.23/hr

Performs client intake process, intake packet completion, and program data entry for intakes and ... Performs data entry into the Homeless Management Information System (HMIS) if appropriate.

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Client Intake Manager information

How does a Client Intake Manager typically collaborate with other departments during the onboarding process?

A Client Intake Manager works closely with various teams, such as sales, legal, and customer service, to ensure a seamless onboarding experience for new clients. They coordinate the collection of necessary documentation, clarify client requirements, and address any concerns that may arise during the intake process. Effective communication and strong organizational skills are essential, as the role often requires managing multiple stakeholders and maintaining up-to-date records to facilitate smooth handoffs between departments.

What are the key skills and qualifications needed to thrive as a Client Intake Manager, and why are they important?

To thrive as a Client Intake Manager, you need strong organizational abilities, attention to detail, and experience with client onboarding or case management, often backed by a degree in business, social work, or a related field. Familiarity with customer relationship management (CRM) software, case management systems, and data entry tools is typically required. Exceptional interpersonal communication, problem-solving, and multitasking skills help you build rapport and handle sensitive client information effectively. These competencies ensure smooth client onboarding, enhance client satisfaction, and support organizational efficiency in managing workflows.

What does a Client Intake Manager do?

A Client Intake Manager oversees the process of welcoming and onboarding new clients into a business or organization. Their responsibilities include gathering essential client information, assessing client needs, ensuring all necessary documentation is completed, and coordinating with different departments to facilitate a smooth start for new clients. They play a critical role in ensuring clients have a positive initial experience and that all compliance and regulatory requirements are met. This position often requires strong organizational, communication, and problem-solving skills.
What are the most commonly searched types of Client Intake jobs in California? The most popular types of Client Intake jobs in California are:
What cities in California are hiring for Client Intake Manager jobs? Cities in California with the most Client Intake Manager job openings:
Client Intake Manager jobs near you
Legal Intake Specialist

Legal Intake Specialist

Martinian Lawyers

Los Angeles, CA • On-site

$20 - $30/hr

Other

Medical, Retirement, PTO

Posted 23 days ago

Job description

Job Summary
At Martinian Lawyers we are seeking for a detail-oriented and proactive Intake Specialist to join our dynamic legal team. The ideal candidate will be responsible for managing the initial stages of client intake, ensuring that all necessary information is collected accurately and efficiently. This role is crucial in establishing a positive first impression for clients and setting the tone for their experience with our firm. The Intake Specialist will work closely with attorneys and other staff members to facilitate a smooth transition from initial contact to case management.
Responsibilities

  • Serve as the first point of contact for potential new clients via phone, email, and online inquiries
  • Conduct thorough intake interviews to gather detailed information about accident or injury claims
  • Accurately input client data and case facts into case management software
  • Assess the viability of claims based on firm criteria and escalate qualified leads to attorneys
  • Communicate empathetically and professionally with injured individuals and their families
  • Follow up with prospective clients to complete missing information or secure signed retainer agreements
  • Coordinate appointments, schedule attorney consultations, and confirm client meetings
  • Maintain confidentiality and comply with all legal and ethical standards
  • Collaborate with attorneys, case managers, and medical record teams to ensure smooth onboarding
  • Track and report intake metrics and conversion rates for internal performance review
  • Assist with translations and bilingual communication, if applicable
  • Stay up to date on personal injury terminology, procedures, and intake best practices
Skills
  • Experience in a law office environment preferred; familiarity with legal case management software is a plus.
  • Excellent communication skills, both written and verbal, with an emphasis on active listening.
  • Detail-oriented with strong organizational skills to manage multiple cases simultaneously.
  • Ability to work collaboratively within a team while also being self-motivated to complete tasks independently.
  • Fluency in Armenian / Russian is required for this position.
Join us as an Intake Specialist where your expertise will contribute significantly to our clients' experiences and our firm's success.
Job Type: Full-time
Pay: $20.00 - $30.00 per hour
Expected hours: 40 per week
Benefits:
  • 401(k)
  • Health insurance
  • Paid Sick Leave
  • Paid Time Off

Work Location: In-person

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