Law Offices of Sabrina Li, P.C.

Intake Specialist

• Serve as the primary point of contact for client calls, emails, and social media inquiries
• Screen inquiries, identify client needs, schedule consultations, and guide prospective clients through intake
• Build rapport, follow up on inquiries, and support conversion of leads into retained clients
• Meet monthly sales and consultation targets
• Manage calendars, inboxes, communications, and deadlines
• Provide day-to-day operational support to the management team
• Maintain accurate client records in CRM systems, including interactions, follow-ups, and intake progress
• Apply knowledge of U.S. legal processes and terminology when communicating with clients and coordinating consultations
• Identify and escalate inquiries requiring attorney review or legal guidance
• Potentially complete a short video assessment simulating a role-specific scenario

Client Intake Specialist

Bilingual

• Serve as a primary point of contact for client calls, emails, and social media inquiries, providing professional Mandarin-English bilingual support
• Screen inquiries, identify client needs, schedule consultations, and guide prospective clients through the intake process
• Build rapport with clients, follow up on inquiries, and support conversion of leads into retained clients
• Meet monthly sales and consultation targets
• Manage calendars, inboxes, communications, and deadlines
• Provide day-to-day operational support to the management team
• Maintain accurate and up-to-date client records using CRM systems, including tracking interactions, follow-ups, and intake progress
• Liaise professionally with clients, business partners, and third parties
• Collaborate with attorneys and team members to ensure smooth communication, efficient workflows, and high client satisfaction

Bilingual Client Intake Specialist, Mandarin & English

Accountant

• Maintain accurate and up-to-date bookkeeping across all accounts
• Ensure transactions are consistently and correctly categorized in QuickBooks
• Perform regular reconciliations for bank accounts, credit cards, and payment platforms
• Monitor data integrity and resolve discrepancies promptly
• Track and manage cash flow on an ongoing basis
• Maintain clear visibility into incoming and outgoing funds
• Support leadership with cash flow forecasts and liquidity insights
• Flag potential cash flow risks or irregularities early
• Review, document, and optimize internal financial workflows
• Improve expense tracking, billing processes, and internal controls
• Ensure financial processes are efficient, scalable, and well-documented
• Recommend and implement system improvements to support accuracy and efficiency
• Prepare clear, structured financial reports for internal use
• Support budgeting and forecasting through clean, well-organized financial data
• Work closely with external CPAs during tax filings, audits, and reviews
• Ensure compliance with U.S. accounting standards and internal policies

Client Intake Specialist

Bilingual Client Intake Specialist, Mandarin & English

Staff Accountant