Client Intake Assistant
Dallas, TX
Category: Administrative
Reference ID: 10068319
Shortcut: http://addisongroup.gosnaphop.com/oMG0u8
Job Title: Client Intake Assistant
Location: Dallas, TX
Work Schedule: Monday through Thursday, 8:30 AM to 6:00 PM (40-hour work week)
Type of Employment: Direct Hire
Compensation: $50,000 to $53,000 annually
Industry: Legal
Benefits: This position is eligible for 100 percent employer paid medical coverage, 401k with employer match, paid holidays, employer paid disability and life insurance, and additional voluntary benefit options.
Job Description
Addison Group is hiring on behalf of our client for a Client Intake Assistant to support a growing legal team. This role serves as the first point of contact for prospective clients and plays an important part in delivering a seamless intake experience. The position focuses on evaluating incoming inquiries, collecting key details, and coordinating consultations while maintaining accurate data and supporting internal reporting.
Key Responsibilities
- Serve as the primary contact for new inquiries via phone and email
- Assess and qualify incoming leads to determine alignment with services offered
- Collect and document relevant client and case information
- Coordinate and schedule consultations and discovery call
- Conduct initial conflict checks to support intake decisions
- Maintain and update CRM data, ensuring accuracy and completeness
- Assist with tracking team performance metrics and reporting
- Support ongoing system updates and user management within the CRM
- Provide basic training and support to team members on internal systems
- Collaborate with internal teams to improve intake processes and conversion efforts
Qualifications
- Associate degree preferred
- Strong organizational and multitasking skills
- Intermediate proficiency in Microsoft Office, especially Excel
- Excellent written and verbal communication skills
- Detail oriented with strong accuracy
- Ability to work both independently and on a team
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.
#Admin3
-
Junior Legal Assistant – Loan Document Processor
Dallas, TX
Job Title: Junior Legal Assistant – Loan Document Processor Location: Dallas, TX Work Schedule: Monday – Friday | 8:00 AM or 8:30 AM start | 8-hour workday with 1-hour lunch Type of Employment: Direct Hire Compensation: $60000 – $65000 / Year + Discret...
Recommended
-
Legal Secretary
Dallas, TX
Job Title: Legal Secretary Location (city, state): Dallas, TX Work Schedule: M-F, 8 – 5 Type of Employment: Contract Compensation: $27/hr - $30/hr Industry: Legal Services Benefits: Dental/Vision/Health after 60 days on contract Job Description: Addiso...
Recommended
-
Paralegal
Dallas, TX
Job Title: Paralegal Location: Dallas, TX Work Schedule: Monday–Friday, 8:30 AM – 5:00 PM (30-minute lunch) Type of Employment: Contract (5 month contract) Compensation: $33.65 – $38/ Hour Industry: Legal Benefits: This position is eligible for medical...
Recommended
-
Paralegal
Dallas, TX
Job Title: Paralegal Location: Dallas, TX Work Schedule: Monday–Friday, 8:00 a.m. – 5:00 p.m. Type of Employment: Direct Hire Compensation: $75,000 – $85,000 annually (based on experience) Industry: Legal Services Benefits: This role qualifies for a fu...
Recommended
-
Contract Recruiter
Dallas, TX
Job Title: Contract Recruiter Location: Dallas, TX Work Schedule: Monday - Friday, 8-5 (hybrid) Type of Employment: 3-6 month contract Compensation: $35/hr - $45/hr Industry: Professional Services Benefits: This position is eligible for medical, dental...
Recommended
-
Licensing Specialist
Dallas, TX
Job Title: Licensing Specialist Location (City, State): Dallas, TX Work Schedule: M-F, 8 – 5 Type of Employment: Direct Hire Compensation: $20/hr - $23/hr Industry: Insurance / Financial Services Benefits: This position is eligible for health, dental, ...
Recommended
-
Direct Hire Consultant
Dallas, TX
Addison Group is one of the fastest growing private staffing firms in America that specializes in contract and direct hire staffing, as well as consulting services. We have made “Best of Staffing” lists for multiple years and continue to enjoy many acc...
Recommended
-
Human Resources Business Partner
Dallas, TX
Job Title: Bilingual Human Resources Business Partner Location (city, state): Dallas, TX Compensation: $105,000 -$120.000 Industry: Electrical / Mechanical Construction Benefits: This position is eligible for a comprehensive benefits package, including...
Recommended
-
Operations Project & Audit Manager
Dallas, TX
Job Title: Operations Project & Audit Manager Location: Dallas, TX Work Schedule: Monday – Friday Type of Employment: Direct Hire Compensation: $90,000 - $100,000 Industry: Insurance / Financial Services Benefits: This position is eligible for a compet...
Recommended
-
Customer Service Representative
Dallas Metro Area, Texas
Job Title: Customer Service Representative Location: Addison, TX (75001) 100% onsite Industry: Customer Service / Call Center Pay: $17 - $17.50 / hour About Our Client: Our client is a well-established organization in Downtown Dallas looking to bring o...
Recommended
-
Receptionist, Luxury Concierge
Dallas Metro Area, Texas
Job Title: Receptionist / Luxury Concierge Location: Dallas, TX Work Schedule: Monday – Friday, 8:00 AM – 5:00 PM Type of Employment: Contract-to-Hire Compensation: $18.00 - $25.00 per hour Industry: Luxury Retail / High-End Client Services Benefits: T...
Recommended
-
Personal Assistant
Dallas, TX
Job Title: Personal Assistant Location: Dallas, TX Work Schedule: Monday–Friday, 8:00 AM–5:00 PM (occasional weekend availability required) Type of Employment: Direct Hire, Full-Time Compensation: $110000 – $120000 / Year Industry: Professional Service...
Recommended
-
Senior BI Developer
Dallas, TX
Title: Senior BI Developer Location: Dallas, TX Salary: $130k-$150k / year FTE exempt No sponsorship available Benefits: health insurance disability insurance life insurance retirement plans (like a 401(k)) paid time off (PTO) including vacation and si...
Recommended
-
Legal Assistant
Dallas Metro Area, Texas
Job Title: Legal Assistant Location: Dallas, TX Work Schedule: Monday – Friday, 8:00am – 5:00pm Type of Employment: Contract-to-Hire Compensation: $28/hr - $34/hr Industry: Legal Services Benefits: Dental, Vision, and Health Insurance after 60 days on ...
Recommended
-
Senior Construction Recruiter
Dallas, TX
Senior Recruiter Location: Dallas, TX Work Arrangement: Onsite Overview We are seeking a Senior Recruiter to join a dynamic and fast-growing organization. This individual will play a critical role in driving talent strategy by identifying, engaging, an...
Recommended
-
Administrative Assistant
Dallas Metro Area, Texas
Job Title: Administrative Assistant Location (City, State): Lewisville, TX Work Schedule: M – F, 9 – 6 Type of Employment: Contract Compensation: $19/hr - $21/hr Industry: Financial Services / Asset Finance Benefits: Dental, Vision, and Health benefits...
Recommended
-
MDM Manager
Dallas, TX
-Title: Manager, Master Data Management -Location: Dallas, TX -Pay Range: $70-$90/Hour -Benefits: Medical, Dental, Vision, 401(k) We are looking to bring on a Manager of Master Data Management to our growing Data & Business Intelligence divisions. This...
Recommended
-
Legal Assistant
Dallas Metro Area, Texas
Job Title: Legal Assistant Location: Fort Worth, TX Work Schedule: Monday – Friday, 8:00am – 5:00pm Type of Employment: Contract-to-Hire Compensation: $28/hr - $30/hr Industry: Legal Services Benefits: Dental, Vision, and Health Insurance after 60 days...
Recommended
-
Data Platform Engineer
Dallas, TX
Data Platform Engineer Location: Dallas Texas; onsite-hybrid model Salary: $130-165k / year - DOE Benefits: This position is eligible for Medical, Dental, Vision, and 401(k) benefits The Data Platform Engineer role combines traditional database adminis...
Recommended
-
Intake Assistant
San Antonio Metro Area, Texas
Job Title: Intake Assistant Location: San Antonio, TX Industry: Legal Pay: $50,000 / Annually Benefits: This position is eligible for medical, dental, vision, and 401K. About our client: Addison Group is partnering with a well-established legal organiz...
Recommended
-
AR Specialist
San Antonio, TX
Job Title: Accounts Receivable Specialist Location (city, state): San Antonio, Texas Compensation: $23 - $27 / hour depending on experience Benefits: This position is eligible for medical, dental, vision, and 401(k). Are you looking for a growth opport...
Recommended
-
SOC Analyst I
Dallas, TX
Title: SOC Analyst I Location: Dallas, TX Pay Range: $65K-$85K Benefits: Medical, Dental, Vision, 401(k) We are looking to bring on a SOC Analyst to our team due to growth in our Dallas HQ. What we need is someone who comes from 4+ years of experience ...
Recommended
-
Bilingual Receptionist
Leander, TX
Job Title: Bilingual Receptionist Location: Leander, TX (On-Site) Industry: Electrical / Construction Pay: $20 – $23 / Hour Benefits: This position is eligible for medical, dental, vision, and 401K About our client: Addison Group is partnering with a g...
Recommended
-
Administrative Assistant
Fort Worth, TX
Job Title: Administrative Assistant Location: Fort Worth, TX Work Schedule: Monday to Friday, 8:00 AM to 5:00 PM (Onsite) Type of Employment: Contract to Hire Compensation: $25.00 to $29.00 per hour Industry: Professional Services Benefits: Health, Den...
Recommended
-
Tree Care Business Developer
The Woodlands, TX
Job Title: Tree Care Business Developer Location: The Woodlands, TX Pay: $75,000 - $80,000 + Commissions The Tree Care Service (TCS) Business Developer (BD) manages the tree care services pipeline from prospecting to closing. The TCS Business Developer...
Recommended
-
Office Coordinator & Executive Assistant
Dallas Metro Area, Texas
Confidential Job Description – Office Coordinator & Executive Assistant Location: Dallas, TX (Downtown) Compensation: $80,000 – $90,000 / yearly + Bonus eligibility Schedule: Fully onsite, standard business hours Benefits: Medical, Dental, Vision, 401(...
Recommended
-
Legal Assistant
Houston, TX
Job Title: Legal Assistant Location: Houston, TX Pay: $25-$30 per hour, DOE Benefits: This position may be eligible for health, dental, vision, and 401(k) Hours: 8:30-5:30-100% in the office Job Summary: Our client is seeking a highly organized and det...
Recommended
-
Personal Injury Paralegal
Dallas Metro Area, Texas
Job Title: Personal Injury Paralegal Location: Dallas, TX Work Schedule: Monday–Friday, 8:30 AM – 5:00 PM (30-minute lunch) Type of Employment: Direct Hire Compensation: $80,000 - $90,000 / year Industry: Legal Benefits: This position may be eligible f...
Recommended
-
HR Specialist
San Antonio, TX
Job Title: HR Specialist Location: Austin, TX Industry: Financial Services Pay: $26–29/hour Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client Addison Group is partnering with a well-established Financial Serv...
Recommended
-
Payroll Specialist
San Antonio, TX
Job Title: Payroll Specialist Location: San Antonio, Texas Compensation: $21.00 - $25.00 / Hourly depending on experience Benefits: This position is eligible for medical, dental, vision, and 401(k). Are you looking for a growth opportunity for a reputa...
Recommended