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Lead Intake Jobs in California (NOW HIRING)

The Intake Specialist must have the skill to turn a lead into a client. In addition to working with other departments within the Firm, the Intake Specialist may be tasked with special projects on an ...

Intake Manager

Glendale, CA · On-site

$65K - $80K/yr

Our growing firm is looking to hire an experienced Intake Administrator with a desire to lead us and grow an Intake team. This position is crucial as it is the first contact clients have with our ...

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

The Intake Specialist must have the skill to turn a lead into a client. In addition to working with other departments within the Firm, the Intake Specialist may be tasked with special projects on an ...

Lead Case Manager

Ontario, CA · On-site

$70K - $72K/yr

LCM will be the lead intake contact providing after-hours intake services on a schedule basis with other staff. * Travel to include transportation of children to parents/sponsor on rotation with ...

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Intake Specialist

Valley Village, CA · On-site

$24 - $28/hr

Consistent follow-up and lead conversion * Adherence to intake SOPs, workflows, and compliance standards Why Join Alder Law * Competitive compensation with performance-based incentives * Opportunity ...

New

Intake Assistant reports to the department lead, administrator, and/or DON. Responsibilities: * Answer phone calls and messages. * Respond to patient/customer inquiries while maintaining high-quality ...

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Intake Specialist

Valley Village, CA · On-site

$24 - $28/hr

Consistent follow-up and lead conversion * Adherence to intake SOPs, workflows, and compliance standards Why Join Alder Law * Competitive compensation with performance-based incentives * Opportunity ...

New

Tech Specialist

Los Angeles, CA · On-site

$35 - $50/hr

We are a growing law firm seeking a contractor to assist with software support, buildouts, and system clean-up--primarily in Filevine (legal case management) and Lead Docket (lead intake & tracking)

Northern California Small Business Development Lead Center (NorCal SBDC) Supervisor: Client Process Manager GENERAL INFORMATION NorCal SBDC is part of Cal Poly Humboldt's Sponsored Programs ...

New

Intake Sales Specialist

Sacramento, CA · On-site

$20 - $26/hr

This role focuses on managing the intake process for potential clients and implementing strategies that drive lead conversion. The ideal candidate will have some experience in sales or customer ...

Director of Infusion Intake

Irvine, CA · On-site

$80K - $120K/yr

Director of Intake & Patient Access Position Summary Oso Home Care is seeking an experienced ... Lead organizational change initiatives and drive continuous improvement throughout the patient ...

Showing results 21-40

Lead Intake information

What is a lead intake?

Lead Intake professionals are responsible for managing and qualifying incoming leads or inquiries for a business, often serving as the first point of contact for potential clients or customers. They gather essential information, assess needs, and determine if the lead should be passed on to sales or other relevant departments. Their role ensures that only qualified leads move forward in the sales pipeline, improving efficiency and increasing the chances of successful conversions.

What is the difference between Lead Intake vs Lead Coordinator?

AspectLead Intake
Primary RoleGathering and qualifying new sales leads, initial contact with prospects
ResponsibilitiesResponding to inquiries, collecting client information, scheduling follow-ups
Required SkillsCommunication, customer service, basic CRM knowledge
Work EnvironmentOffice, call centers, or remote settings within sales teams

Lead Intake focuses on initial contact and qualifying potential clients, while Lead Coordinator typically manages ongoing lead processes and supports sales teams. Both roles require strong communication skills and familiarity with CRM tools, but Lead Intake is more front-line, whereas Lead Coordinator handles follow-up and process management.

How does a lead intake typically collaborate with sales and marketing teams to ensure high-quality leads?

A Lead Intake professional plays a key role in bridging the gap between marketing and sales by evaluating and qualifying incoming leads before passing them on to the sales team. This involves close collaboration with marketing to understand campaign objectives and with sales to define what constitutes a qualified lead. Regular communication and feedback loops help refine lead criteria and improve conversion rates. Additionally, Lead Intake professionals often participate in team meetings to share insights and adjust strategies based on current trends and data.

What are the key skills and qualifications needed to thrive as a lead intake, and why are they important?

To thrive as a Lead Intake, you need a solid background in client assessment, case management, and knowledge of relevant regulations or industry standards, often supported by experience in social services or healthcare. Familiarity with case management software, electronic records systems, and intake documentation tools is typically required. Strong organizational skills, attention to detail, and excellent interpersonal communication help you effectively coordinate teams and support clients. These capabilities ensure accurate information gathering, efficient team workflow, and high-quality client service in fast-paced environments.
Infographic showing various Lead Intake job openings in California as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Intake Specialist

Direct Counsel

Glendale, CA

$20 - $25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 hours ago


Job description

Direct Counsel has partnered with a growing law firm in the Los Angeles area, considered a powerhouse in the field of plaintiff's side wage-and-hour class action litigation, who is seeking a highly qualified intake specialist to join its expanding team.
The firm has a robust caseload, in federal and state courts, against regional, national, and Fortune 500 companies in multiple industries. Focusing on the prosecution of consumer and employment class and representative actions, involving wage-and-hour, unfair business practice, discrimination, and false advertising matters. The firm has recovered millions of dollars on behalf of thousands of employees and consumers in California.

The Intake Specialist will work directly within the Firm’s intake center. The Intake Specialist is an integral part of generating new business for the Firm and must recognize a qualified Personal Injury, Employment Law, Workers’ Compensation or other specific types of legal matters when they hear it. The Intake Specialist must have the skill to turn a lead into a client. In addition to working with other departments within the Firm, the Intake Specialist may be tasked with special projects on an as-needed basis requiring direction and guidance by the Intake Manager and/or Management.

Duties/Responsibilities

  • Answering inbound phone calls and placing outbound calls with stellar customer service, professionalism, enthusiasm, and compassion;
  • Performing unbiased screening on all inbound phone calls for the potential client;
  • Assessing and determining the viability of inbound phone calls during client intake screening process;
  • Assist in locating missing/unreachable client as assigned by Intake Manager;
  • Performs other related duties as assigned.

Required Skills/Abilities

  • Ability to communicate effectively with a range of individuals;
  • Excellent interpersonal social skills at all times;
  • Ability to exhibit compassion, empathy, and professionalism when communicating with potential and current clients;
  • Ability to work alone or as part of a team;
  • Ability to pay very close attention to detail;
  • Ability to manage their time and multi-task effectively;
  • Ability to maintain composure and professionalism under pressure; and
  • Familiarity with Microsoft Office Suite (i.e., Outlook, Word, Excel) and other applications and/or systems (i.e., Adobe, Internet);

Qualifications

  • Bachelor's degree (Preferred)
  • Knowledge of Personal Injury, Employment Law and/or Workers’ Compensation strongly preferred;
  • Salesforce/Litify software background is a major plus;
  • Excellent written and verbal communication skills;

Benefits:

  • $20-$25 per hour
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance