Employers / Recruiters

Senior Client Intake Specialist - Case Analyst (Immigration/Criminal)

matianfirm · 30+ days ago


Our New York office is looking to hire an Client Intake Specialist (Case Analyst) with knowledge in Immigration and Criminal Defense law, with a desire to grow within the legal industry. The Intake Specialist will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained.

This position must be staffed by an individual who is business development-oriented and works well with people. We ask that you have a strong customer service background and possess the ability to screen potential client calls.

You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our New York office as is required for this role.

Job Description:

  • Screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
  • Immediately contact every potential client and establish relationship with client
  • Update logs and reporting systems to reflect status of all potential new clients
  • Conduct potential new client interviews with genuine empathy and compassion
  • Schedule appointments for potential clients
  • Take accurate notes during the attorney-client initial consultation
  • Collaborate with our attorneys to complete the initial consultation process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Follow instructions from the supervising attorney and perform accordingly
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)


  • Bilingual (English/Spanish) with full proficiency is REQUIRED
  • Minimum 3 years of sales experience required, customer service experience a major plus
  • Strong background with performance-based metrics
  • Case Management software experience is a major plus
  • Resourceful and motivated to solve issues as they arise
  • Strong attention to detail
  • Proven track record to meet goals and deadlines
  • Must be able to work weekends

Here at the Matian Firm, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) planSome perks include catered lunches, complimentary parking, paid time off, and more! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry.

Job Type: Full-time

Salary: $55,555-$65,000/yearly depending on relevant experience. 


  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance


  • 8 hour shifts
  • Saturday availability required.

Travel requirement:

  • No travel required but might be suggested for training in other offices in other states. 


  • Spanish (Required)

Work Location: In person

Last updated on Dec 29, 2023

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