ZipRecruiter

Log In

1

Client Intake Jobs (NOW HIRING)

State Law Firm, APC

Be Seen First

Client Intake Specialist

Sherman Oaks, CA · On-site

$20 - $24/hr

Client Communication: Follow-up with potential clients as necessary to complete the intake process, provide case updates, and ensure that all documentation and information have been provided.

Law Firm

Be Seen First

Client Intake Specialist

Southfield, MI · On-site

$50K - $60K/yr

Our personal injury law firm is looking for a client intake specialist. The position requires one who will meet with potentially new clients either in or out of the office, complete paper work to ...

New

Neeley Law

Client Intake Specialist

Chandler, AZ · On-site

$17.50 - $23.50/hr

Our law firm is expanding and needs the help of a client intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a ...

Neeley Law

Client Intake Specialist

Chandler, AZ

$23/hr

Our law firm is expanding and needs the help of a client intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a ...

On Demand

Client Intake - Property Coordinator

Niles, OH · On-site

$15.75 - $21.25/hr

The Client Intake, Property Coordinator oversees the management, organization, and security of all client property within the facility, ensuring that all client belongings are properly inventoried ...

previous pagenext page

Showing results 21-40

All JobsHealthcare JobsHospital JobsClient Intake Jobs

Client Intake information

See salary details

$35.5K

$66.9K

$109.5K

How much do client intake jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client intake in the United States is $66,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $79,000.00 per year, depending on experience, location, and employer.

What is a client intake specialist?

A Client Intake Specialist is a professional responsible for managing the initial interaction between a company and its prospective clients. Their role typically includes gathering essential information, assessing client needs, and ensuring all necessary documentation is completed accurately. They often work in healthcare, legal, or social services environments and serve as the first point of contact for clients. By efficiently handling the intake process, they help streamline services and ensure clients are directed to the appropriate resources.

What does a client intake specialist do?

A typical day in Client Intake involves gathering and verifying client information, conducting initial screenings, and ensuring all necessary documentation is complete and accurate. This role requires frequent communication with clients as well as close collaboration with internal teams such as legal, customer service, or case management to facilitate a smooth onboarding process. Attention to detail and strong organizational skills are essential, as missing or incorrect information can delay services. Client Intake professionals often serve as the first point of contact for clients, setting the tone for their entire experience with the organization.

What are the key skills and qualifications needed to thrive as a client intake specialist?

To thrive as a Client Intake Specialist, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with client management systems (CMS), scheduling software, and basic office tools is typically required. Excellent communication, active listening, and problem-solving abilities help you build rapport and accurately assess client needs. These skills ensure efficient, accurate client onboarding and contribute to a positive first impression, supporting overall organizational effectiveness.

What is the difference between Client Intake vs Customer Service Representative?

AspectClient IntakeCustomer Service Representative
Required CredentialsBasic high school diploma; some roles may require familiarity with CRM softwareHigh school diploma; training in communication and product knowledge
Work EnvironmentOffice settings, client meetings, or remoteCall centers, retail, or office environments
Employer & Industry UsageUsed in healthcare, legal, consulting, and financial sectorsCommon across retail, telecom, hospitality, and service industries
Search & Comparison IntentUnderstanding role responsibilities, qualifications, and differencesCustomer interaction, problem-solving, and service skills

Client Intake specialists focus on gathering detailed client information, onboarding, and initial assessments, often in professional or healthcare settings. Customer Service Representatives handle ongoing customer interactions, support, and issue resolution across various industries. While both roles involve communication with clients or customers, Client Intake is more specialized in onboarding processes, whereas Customer Service is broader in customer support functions.

More about Client Intake jobs

What cities are hiring for Client Intake jobs?

Cities with the most Client Intake job openings:

What are the most commonly searched types of Client Intake jobs?

The most popular types of Client Intake jobs are:

What states have the most Client Intake jobs?

States with the most job openings for Client Intake jobs include:

Client Intake jobs near you
Infographic showing various Client Intake job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $66,944 per year, or $32.2 per hour.

Client Intake Specialist

State Law Firm, APC

Sherman Oaks, CA • On-site

$20 - $24/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Job Overview:

The Intake Specialist is the first point of contact for potential clients seeking legal representation at State Law Firm. The Intake Specialist plays a crucial role in the financial success of the firm. This is a sales-oriented position where your performance will be evaluated on the number of clients you sign and your results in managing client inquiries, gathering preliminary case information, assessing case eligibility, and ensuring a seamless transition to the appropriate attorney or legal team.

Key Responsibilities:

  • Client Interaction: Answer incoming calls, emails, and other inquiries from potential clients. Provide a warm, professional, and empathetic first impression of the firm. Converting potential clients to signed clients.
  • Initial Case Evaluation: Conduct initial case intake interviews with potential clients, gathering necessary information to determine if the firm can assist with their legal matter. Identify key facts and legal issues based on the information provided.
  • Case Documentation: Enter all relevant case information into the firm's case management system, ensuring data is accurate and up to date. Maintain client confidentiality at all times.
  • Determine Case Eligibility: Assess whether the prospective client’s case fits the firm’s practice areas and policies. Provide guidance on the firm's services and whether further legal consultation is warranted.
  • Client Communication: Follow-up with potential clients as necessary to complete the intake process, provide case updates, and ensure that all documentation and information have been provided.
  • Support Attorneys & Staff: Collaborate with attorneys and support staff to ensure seamless hand-off of cases. Provide them with the necessary information to make informed decisions on case acceptance.
  • Record Keeping: Maintain accurate records of all intake interactions, case assessments, and communications with potential clients. Ensure all client information is logged in accordance with firm policies.
  • Customer Service: Provide excellent customer service, handling inquiries with patience, professionalism, and sensitivity, especially when dealing with clients who may be experiencing stress or legal challenges.
  • Maintain Intake Metrics: Track and report on intake progress, conversion rates, and other relevant metrics. Assist in identifying areas for process improvement to increase efficiency and client satisfaction.
  • Confidentiality & Compliance: Adhere to strict confidentiality standards and comply with all ethical and legal guidelines governing client intake procedures.

Qualifications:

  • Education: High school diploma or equivalent required. A college degree is a plus.
  • Fluent in English & Spanish

Experience:

  • At least 2 - 3 years of experience in a client-facing role, ideally in a legal environment (e.g., customer service, legal assistant, or intake).
  • At least 2 – 3 years in a sales role
  • Experience using legal case management software is preferred but not required.

Skills:

  • Excellent verbal and written communication skills, with the ability to clearly explain legal services and processes.
  • Strong attention to detail and organizational skills.
  • Ability to multitask, prioritize effectively, and work under pressure in a fast-paced environment.
  • Strong problem-solving abilities and a proactive approach to handling client inquiries.
  • Compassionate and empathetic with the ability to maintain professionalism in all client interactions.
  • Personal Attributes:
  • Ability to work independently and as part of a team.
  • High level of professionalism and discretion in dealing with sensitive and confidential information.
  • Motivated and self-driven with a commitment to driving sales and delivering exceptional client service.

What We Offer

  • Competitive compensation
  • Comprehensive benefit plan including medical & dental coverage. Company contribution toward both the employee as well as their dependents
  • Company paid life insurance & long-term disability insurance
  • Retirement plan
  • Paid time off
  • Paid parking
  • Great work atmosphere