Client Intake Specialist

Law Offices of Sabrina Li, P.C.

. Serve as the primary point of contact for client calls, emails, and social media inquiries .

Posted 9/29/2026full-timeRemote • South AfricaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relations and administrative support within a U.S. legal context, with strong proficiency in CRM systems and legal terminology. Capable of effectively managing communications and client interactions while meeting sales and consultation targets.

Highest-signal resume keywords

Client Relations ExperienceU.S. Legal KnowledgeCRM Software ProficiencyStrong Communication SkillsAdministrative Support Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Intake ProceduresU.S. Immigration LawLegal TerminologyMicrosoft Office SuiteEmail Management Systems

Soft Skills

Interpersonal SkillsAttention to DetailMultitasking AbilityProfessional Communication

Tools & Technologies

CRM SystemsVirtual Communication ToolsScheduling ApplicationsFacebookInstagramWhatsAppLinkedIn

Industry Keywords

U.S. LawLegal ProcessesClient Records ManagementConsultation Scheduling

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Minimum of 2 years of experience in client relations, customer service, administrative support, or a related role
Bachelor's degree in communications, business administration, or related field preferred
Prior professional experience working with U.S. law, a U.S.-based law firm, or U.S. legal matters
Experience in U.S. immigration law or another area of U.S. law strongly preferred
Working knowledge of U.S. legal terminology, legal processes, and client intake procedures
Familiarity with CRM software, virtual communication tools, and scheduling applications
Proficiency in Microsoft Office Suite, email management systems, and virtual collaboration tools
Strong interpersonal skills, attention to detail, and ability to multitask
Reliable internet connection and dedicated home office setup
Strong written and verbal English communication skills
Professional and confident communication skills when interacting with clients regarding legal services
Ability to understand, organize, and accurately document client information while maintaining confidentiality
Familiarity with Facebook, Instagram, WhatsApp, and LinkedIn
Ability to work standard hours of 8:00 AM to 5:00 PM Pacific Time, or an alternative shift arrangement

Benefits

Comp & perks

Comprehensive training
Ongoing opportunities for professional development and career advancement
Collaborative and empowering culture within a global team
Fully remote position based in Asia
Flexible scheduling to support productivity and work-life balance
Work from the comfort of your home with no commute
Holiday pay for all U.S. federal holidays observed by the firm
Performance-based bonuses
Periodic remuneration reviews
Supportive, growth-oriented, collaborative, and professional culture
Flexible shift arrangements may be considered