[Remote] Legal Client Intake Specialist - Immigration
Note: The job is a remote job and is open to candidates in USA. Ellis Porter is a law firm focused on improving the immigration experience for employers and individuals. The Client Intake Specialist will serve as the first point of contact for clients, guiding them through the intake process while managing backend systems in a detail-oriented role.
Responsibilities
- Use workflows to manage the full intake process, including things like check‑ins, case status updates, and required follow‑ups with a high volume of clients each day
- Monitor and respond to multiple shared inboxes, ensuring timely handling and routing of inquiries from prospective and existing clients
- Conduct outbound calls with prospective clients to complete consultations and intake steps, answer questions, and move cases forward with same-day or next business-day follow-up
- Record and regularly update all client information and feedback in HubSpot
- Support multiple attorney teams by coordinating leads, managing calendars, tracking case assignments, and handling post‑appointment follow‑ups
- Review client credentials (resumes, Google Scholar citations, highest degrees, etc.) to support case evaluation and eligibility decisions, ensuring attorneys have complete, well‑organized information for consideration
- Perform additional duties as assigned by management
Skills
- Bachelor's Degree or equivalent experience
- 1+ years of experience in a customer service, administrative, or other public-facing role emphasizing a high level of service
- Strong organizational skills and a high level of attention to detail
- Excellent communication skills
- Ability to work effectively both with a team and independently
- Cultural sensitivity and passion for supporting immigrants and recognizing their valuable contributions to America's economy and culture
- Proficiency in HubSpot, Microsoft Office, and/or other CRM systems highly preferred
- Comfort using firm-approved AI and automation tools to support intake workflows
- Proficiency in additional languages is valued but not required
- Experience working in remote or hybrid environments preferred
Benefits
- Health/dental/vision/life insurance benefits
- 401(k)-retirement savings plan with employer-matching
- Generous paid-time-off policy
- Complimentary international cuisine in the office
Company Overview