Legal Client Intake Specialist - Immigration

Ellis Porter•Troy, MI

1d•Hybrid

About The Position

At Ellis Porter, our goal is to improve the immigration experience for employers and individuals so they can thrive in a smaller world. To do this, we've built a team of dedicated immigration professionals (we call ourselves Porters) who believe passionately in the economic and cultural benefits that immigration provides to America, and who excel at providing our clients with refreshingly clear guidance, uniquely creative strategies, and remarkably responsive service, all with genuine empathy and a personal touch. Immigration law is very complex and full of constant challenges, but the Ellis Porter team loves what we do, and who we do it with, and we find great satisfaction in knowing that our work positively and intimately impacts our clients’ lives and companies. As a Client Intake Specialist, you are the first point of contact for our clients, guiding them through a clear, empathetic, and efficient intake process while accurately managing backend systems. This fast‑paced, detail-oriented role is ideal for someone who enjoys client‑facing work, thrives in a process‑driven environment, and is comfortable with change and ambiguity as the role evolves with our firm’s needs. This position can be fully remote from any U.S. location, or based in either our Troy, MI or Ann Arbor, MI office as an in-person or hybrid role. Please note - although this role can be remote, all work must be performed within the United States.

Requirements

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
Proficiency in HubSpot, Microsoft Office, and/or other CRM systems highly preferred
Comfort using firm-approved AI and automation tools to support intake workflows
Strong organizational skills and a high level of attention to detail
Excellent communication skills
Proficiency in additional languages is valued but not required
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
Experience working in remote or hybrid environments preferred

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