Legal Client Intake Specialist - Immigration

Overview

This role involves serving as a Client Intake Specialist responsible for managing the initial client contact and guiding them through an efficient and empathetic intake process. The position requires handling backend systems accurately in a fast-paced, detail-oriented environment. It is suitable for individuals who enjoy client-facing work, thrive in process-driven settings, and can adapt to evolving responsibilities.

The position offers flexibility with options for fully remote work from any U.S. location or in-person/hybrid work based in Troy, MI or Ann Arbor, MI offices. All work must be performed within the United States.

Responsibilities

• Manage the full client intake process using workflows, including check-ins, case status updates, and required follow-ups for a high volume of clients daily
• Monitor and respond to multiple shared inboxes, ensuring timely handling and routing of inquiries from prospective and existing clients
• Conduct outbound calls to prospective clients to complete consultations and intake steps, answer questions, and advance cases 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 such as resumes, Google Scholar citations, and highest degrees to support case evaluation and eligibility decisions, ensuring attorneys have complete and well-organized information
• Perform additional duties as assigned by management

Requirements

• Bachelor's degree or equivalent experience
• Minimum of 1 year experience in customer service, administrative, or other public-facing roles emphasizing high-level service
• Proficiency with HubSpot, Microsoft Office, and/or other CRM systems is highly preferred
• Comfort using firm-approved AI and automation tools to support intake workflows
• Strong organizational skills with high attention to detail
• Excellent communication skills
• Ability to work effectively both independently and as part of a team
• Cultural sensitivity and passion for supporting immigrants and recognizing their contributions to the economy and culture

Preferred Qualifications

• Proficiency in additional languages
• Experience working in remote or hybrid environments

Compensation & Benefits

• Competitive salary
• Health, dental, vision, and life insurance benefits
• 401(k) retirement savings plan with employer matching
• Generous paid time off policy
• Flexible work schedules including remote work opportunities
• Casual attire
• Complimentary international cuisine available in office settings

Location

• Fully remote within the United States, or
• Troy, Michigan office (in-person or hybrid), or
• Ann Arbor, Michigan office (in-person or hybrid)

The employer is an equal opportunity organization committed to prohibiting discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

No recruitment agencies or third parties should contact employees without a formal written agreement in place.