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Client Intake Manager Jobs in Washington (NOW HIRING)

Legal Administrative Assistant

Vienna, VA ยท Remote

$45K - $60K/yr

Coordinate and manage new client intake from multiple sources. * Open, maintain, and close physical and electronic case files. * Draft, edit, proofread, and prepare legal correspondence and court ...

BIC Intake Specialist

Washington, DC ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Washington, DC ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Reston, VA ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Reston, VA ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Washington, DC ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Washington, DC ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Reston, VA ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Reston, VA ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Washington, DC ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Reston, VA ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

BIC Intake Specialist

Washington, DC ยท On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

Paralegal

Washington, DC ยท On-site

$62K - $67K/yr

Working under the direction of the managing attorney, the Paralegal provides client intake, case management, legal document preparation, volunteer attorney support, legal research, program operations ...

Showing results 21-40

Client Intake Manager information

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 key skills and qualifications needed to thrive as a client intake manager?

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.

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 most commonly searched types of Client Intake jobs in Washington?

The most popular types of Client Intake jobs in Washington are:

What cities in Washington are hiring for Client Intake Manager jobs?

Cities in Washington with the most Client Intake Manager job openings:

Legal Administrative Assistant

Vienna, VA โ€ข Remote

$45K - $60K/yr

Contractor

Medical, Dental, Vision, Retirement

Re-posted 10 days ago


Job description

Job Title: Legal Administrative Assistant

Industry: Legal Services (Real Estate & Civil Litigation)

Location (city, state): Vienna, VA (Hybrid)

Assignment Type: Contract-to-Hire

Pay: $20 – $25 / hour ($45,000 – $60,000 annually upon conversion, based on experience)

Work Schedule: Monday–Friday, 9:00 AM–5:30 PM (40 hours / week). Hybrid schedule with mostly remote work; in-office 2 – 3 times per month for trial preparation.

Benefits: This position is eligible for medical, dental, vision, and 401(k) benefits.

About The Company:

Our client is a boutique law firm serving clients throughout Northern Virginia and Washington, D.C. The firm focuses on real estate and property-related legal matters, including civil litigation, community associations, construction, landlord-tenant disputes, and neighbor disputes. Known for its responsive client service and collaborative culture, the firm values professionalism, attention to detail, teamwork, and delivering exceptional work product.

Job Description:

Our client is seeking a highly organized Legal Administrative Assistant to support the founding attorney with the daily management of client matters and office operations. This individual will play a critical role in coordinating new client intake, managing legal documentation, maintaining case files, communicating with clients, scheduling meetings and court-related activities, and ensuring deadlines are met. The ideal candidate has experience working behind the scenes with Virginia court procedures, is highly systems-oriented, and thrives in a fast-paced legal environment.

Key Responsibilities:

  • Coordinate and manage new client intake from multiple sources.
  • Open, maintain, and close physical and electronic case files.
  • Draft, edit, proofread, and prepare legal correspondence and court filings.
  • File documents with Virginia and Washington, D.C. courts and arbitrators.
  • Serve as the primary point of contact for clients, providing updates and scheduling meetings.
  • Manage the attorney's calendar, including hearings, depositions, mediations, and deadlines.
  • Conduct legal and case-related research as needed.
  • Assist with billing, expense tracking, and general administrative support.
  • Collaborate with the firm's part-time legal support staff to ensure efficient workflow.

Qualifications:

  • Minimum of 2 years of experience in a legal office environment.
  • Familiarity with Virginia court procedures and filing processes required.
  • Experience supporting litigation or real estate law practices preferred.
  • Proficiency with Microsoft Office 365 (Word, Outlook, Excel, Teams, OneDrive).
  • Experience with Adobe Acrobat Pro and legal practice management software, preferably Clio.
  • General knowledge of AI tools and technology to improve efficiency.
  • Excellent written and verbal communication skills with a professional and empathetic client-service approach.
  • Degree or certificate preferred; equivalent legal administrative experience will be considered.

Additional Details:

  • Reports directly to the Founding Attorney.
  • Small, collaborative team consisting of the attorney and one virtual legal support employee.
  • One-step, in-person interview process at the Addison Group Reston office.
  • Business professional attire required for interviews.
  • Start date: July 13.
  • Overtime eligible.

Perks:

  • Hybrid work environment with company-provided laptop.
  • Opportunity to transition into a permanent position.
  • Work closely with an experienced attorney in a boutique law firm.
  • Exposure to a variety of real estate, civil litigation, and property law matters.
  • Small team environment with significant autonomy and ownership.
  • Opportunity to leverage technology and AI tools to improve legal operations and efficiency.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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