Client Intake Specialist
Confirmed live in the last 24 hours
The Matian Firm

201-500 employees

Premier law firm specializing in criminal defense and immigration
Company Overview
The Matian Firm, APC, is a distinguished law firm with a strong commitment to client advocacy and superior legal service, demonstrated by its broad range of expertise in areas such as criminal defense, immigration, and personal injury. The firm's collaborative culture fosters a dynamic environment where attorneys share ideas and work collectively, resulting in a track record of outstanding work recognized by numerous industry awards. With a robust support staff ensuring client concerns are promptly addressed, The Matian Firm stands out for its dedication to customer service and its unwavering commitment to protecting clients' rights.
Growth & Insights

6 month growth


1 year growth


2 year growth

Irvine, CA, USA
Experience Level
Desired Skills
Customer Service
Customer Success & Support
  • Accurately screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries (email, internet, phone & referrals)
  • Immediately contact every potential client & establish rapport with client
  • Continuously follow up with pending inquiries
  • 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
  • Work with the firm's 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 execute accordingly
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets
  • Must be bilingual (English/Spanish) with written and verbal proficiency
  • At least 2 years of experience doing intake preferably in the area of Immigration
  • Case Management software experience is a major plus
  • Professional attitude and appearance
  • Solid written and verbal communication skills
  • Ability to be resourceful and proactive when issues arise
  • Excellent organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Customer service attitude