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Client Intake Manager Jobs in Dallas, TX (NOW HIRING)

Bracane Co

Credentials Liaison Specialist

Plano, TX · On-site

Manage and oversee all credentialing activities for: * Registered Nurses (RNs) * Licensed ... Compliance Client Intake & Referral Coordination Assist with client intake and referral ...

RPC Company

Intake Specialist

Dallas, TX · On-site

$17.75 - $23.50/hr

Intake Specialist | Rockwall, TX (On-Site) Contract to Hire Are you passionate about accuracy ... client satisfaction. What You'll Do: ✔ Manage the complete onboarding process for new hires ✔ ...

Holland & Knight

Business Intake Specialist

Dallas, TX · On-site

$17.75 - $23.50/hr

Perform general client and matter maintenance. * Adhere to all firm and department policies and ... Ability to manage multiple projects with competing deadlines and priorities. * Strong analytical ...

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Law Office of Domingo Garcia

Be Seen First

Pre-Litigation Legal Assistant

Dallas, TX · On-site

$20/hr

The Legal Assistant will support case managers in all aspects of personal injury litigation, from initial client intake to case resolution. The ideal candidate will possess strong organizational ...

Law Offices of Kenneth G Wincorn

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Immigration Department Legal Assistant

Richardson, TX · On-site

This position assists with client intake, document collection, preparation of immigration forms, case management, scheduling, and client communications while ensuring exceptional customer service ...

SourcePro Search

Purchasing Manager

Dallas, TX · On-site

$85 - $110/hr

Partners with Client Intake Department to ensure smooth vendor vetting according to procedures ... Manages the issuance of all Firm Requests for Proposal and Requests for Information and coordinates ...

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All JobsClient Intake JobsClient Intake Manager JobsClient Intake Manager Jobs in Dallas, TX

Client Intake Manager information

See Dallas, TX salary details

$35.1K

$66.2K

$108.3K

How much do client intake manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client intake manager in Dallas, TX is $66,223.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,500.00 and $78,100.00 per year, depending on experience, location, and employer.

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 Dallas, TX?

The most popular types of Client Intake jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Client Intake Manager jobs?

Cities near Dallas, TX with the most Client Intake Manager job openings:

Client Intake Manager jobs near you

Legal Intake Specialist

The Law Office of Lantis G. Roberts, PLLC

Arlington, TX • On-site

$12 - $14/hr

Other

Re-posted 13 days ago

Job description

Legal Intake Specialist

The Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. We practice in the areas of Employment Law and Personal Injury Law. We represent Plaintiffs.

We are looking to add an outgoing and energetic individual to our team to assist with evaluating potential cases and clients to determine if they are suitable for our firm.

Position: Legal Intake Specialist – Answer incoming calls and emails to effectively screen potential clients and determine if the firm can assist them with their legal matter.

Compensation: $12.00 - $14.00/hour

Hours: Full-time temporary position. 32+ hours per week. Must be available to work during regular business hours Monday – Friday from 8:30am – 5:30pm. Some weekends and evening hours may be required based on the needs of the firm.

Job Requirements: All candidates are required to pass a criminal background check and pre-employment drug screening.

  • Ability to think outside of the box;
  • Excellent customer service skills;
  • Excellent decision-making skills;
  • Prefer a minimum of 1 to 2 years of customer service experience;
  • Must have excellent verbal & written communication skills;
  • Positive attitude

Special Requirements: Highly prefer bilingual candidate who speaks Spanish and English.

Documentation Requirements: Cover Letter and Resume.

***NO RECRUITERS and NO PHONE CALLS***

Essential Duties and Responsibilities: Legal Intake Specialist work in a call center environment answering incoming calls to vet potential clients to determine if the firm can assist them.

  • Answer/Respond to all potential client leads by phone or email.
  • Communicate with all potential clients to gather relevant information related to the potential client's possible personal injury or employment law claim.
  • Enter all information from Potential client in Clio Grow or other relevant CRM;
  • Prepare attorney for all consultations;
  • Assist with scheduling all consultations and meetings;
  • Identify and escalate priority issues and route calls to the appropriate person;
  • Complete all assigned tasks;
  • Participate in all required meetings;
  • Explain representation agreement, attorney fees and services to new clients;
  • Handle case set-up to include:
    • Data Entry into Clio-Grow and Export to Clio, if lead is converted;
    • Client folder;
    • Request Police reports;
    • Requests medical and billing records;
    • Attach photos and/or documents received from potential client;
    • Sending clinic referrals;
    • Sending Fee Agreements to potential clients for signature
  • Set up initial treatment appointment with physicians on personal injury cases.
  • Locate clinic providers outside of our general provider list and occasionally send LOP's to friendly medical providers.
  • Serve as a contact for client communication prior to client being assigned to a Case Manager or other staff member.
  • Convert phone leads into Firm sign-ups and maintain quota related to personal injury cases and employment law cases.
  • Assist with client communications on ongoing matters, as needed or assigned by the firm

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