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Client Intake Jobs (NOW HIRING)

McCraw Law Group

Client Intake Specialist

Amarillo, TX · On-site

$15.50 - $20.75/hr

Mission: Answer, screen, and follow up on inbound leads so every potential client feels heard ... Communicate clearly with attorneys and the Intake Team Lead about lead status. * Represent the firm ...

Fischetti Law Group

Client Intake Specialist

Boynton Beach, FL · On-site

$16.75 - $22.25/hr

... with a client-first approach for over twenty years. Our team is dedicated to making a positive ... intake confidently across several different areas of law • Use CallRail to track, manage, and ...

McCraw Law Group

Client Intake Specialist

Sulphur Springs, TX · On-site

$14.50 - $19.25/hr

Mission: Answer, screen, and follow up on inbound leads so every potential client feels heard ... Communicate clearly with attorneys and the Intake Team Lead about lead status. * Represent the firm ...

Brighter Day Law

Client Intake Specialist

Nashville, TN · On-site

$50K/yr

We are looking for a Client Intake Specialist in our Nashville office who brings genuine empathy, clear communication, and the discipline to follow a proven system consistently. This is not a ...

Parnall Law

New Client Intake Specialist

Albuquerque, NM · On-site

$49K - $64K/yr

Join a Team That's Fighting for New Mexico Parnall Law Firm , one of New Mexico's largest personal injury firms, is looking for an experienced, people-first New Client Intake Specialist to be the ...

Parnall Law

New Client Intake Specialist

Albuquerque, NM · On-site

$49K - $64K/yr

Join a Team That's Fighting for New Mexico Parnall Law Firm , one of New Mexico's largest personal injury firms, is looking for an experienced, people-first New Client Intake Specialist to be the ...

Parnall Law

New Client Intake Specialist

Albuquerque, NM · On-site

$49K - $64K/yr

Join a Team That's Fighting for New Mexico Parnall Law Firm , one of New Mexico's largest personal injury firms, is looking for an experienced, people-first New Client Intake Specialist to be the ...

Right at Home

Client Intake Coordinator

Decatur, AL · On-site

$16 - $22/hr

The Intake Coordinator is responsible for using Right at Home services to bring value to families inquiring about home care services for their loved one. Compensation & Benefits: • Competitive pay ...

Job Duck LLC

V104-Client Intake Specialist

$18.25 - $24.25/hr

Manage client intake processes and serve as the first point of contact for potential clients. * Provide a professional, friendly, and helpful experience throughout the intake process. * Manage and ...

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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

Rebecca Kay Sapp Law Firm

Lilburn, GA • On-site

$18 - $23/hr

Full-time

Medical, Dental, Vision, PTO

Re-posted 3 days ago

Job description

Are you a people-first communicator with a passion for helping others during difficult times? Our personal injury law firm is looking for a motivated Intake Specialist to be the first point of contact for potential clients. You'll play a critical role in converting leads into signed cases while delivering a compassionate, world-class experience from the very first call.
What you'll do
  • Answer inbound calls, web inquiries, and referrals promptly and professionally, ensuring no lead goes uncontacted.
  • Conduct thorough intake interviews to gather case details and qualify prospective clients against firm criteria.
  • Confidently present the firm's services and guide potential clients through the sign-up process - hitting weekly and monthly conversion targets.
  • Follow up persistently with prospects via phone, text, and email to maximize case sign-ups.
  • Accurately document all client information and case notes in the firm's case management system (CRM).
  • Coordinate with attorneys and paralegals to ensure smooth handoff of newly signed clients.
  • Handle client inquiries with empathy, professionalism, and urgency.

What we're looking for
  • 2+ years of experience in a sales, customer service, or client-facing intake role (legal, healthcare, or financial services preferred).
  • Proven track record meeting or exceeding sales conversion goals or KPIs.
  • Exceptional communication skills - warm, persuasive, and clear on both phone and in writing.
  • Ability to handle high call volume while maintaining accuracy and a positive attitude.
  • Strong organizational skills and attention to detail in data entry and documentation.
  • Empathy and sensitivity when speaking with injured individuals and their families.
  • Proficiency with CRM software or case management systems; ability to learn new technology quickly.
  • Bilingual in English and Spanish is a strong plus - additional compensation may be offered.

Why join us
  • Competitive base salary + performance-based incentives.
  • Comprehensive benefits including health, dental, and vision coverage.
  • Paid time off, including vacation, sick leave, and holidays.
  • Supportive team environment at a fast-growing, client-focused firm.
  • Opportunity to grow within the firm - many of our intake specialists advance into paralegal or operations roles.

Apply