Client Intake & Office Manager

Location: In-Office - Frisco, TX

Employment Type: Full-time

Reports To: Director of Client Services

The Client Intake & Office Manager serves as the first point of contact for prospective clients and ensures smooth day-to-day operations of the firm. This hybrid role blends client-facing intake coordination with key behind-the-scenes administrative functions, including office systems, vendor management, scheduling, and internal support. Ideal for someone who thrives in a fast-paced environment, is highly organized, and enjoys both people interaction and operational efficiency.

Serve as the initial point of contact for potential clients-screen, gather intake information, and schedule consultations.

Maintain and update client information within the firm's case management system.

Coordinate with attorneys and paralegals to ensure smooth onboarding of new clients.

Communicate with clients in a prompt, courteous, and professional manner.

Track case progress and support follow-up to ensure intake-to-case transition is seamless.

Coordinate with IT providers to maintain technology functionality and security.

Order and manage office supply inventory and equipment.

Oversee vendor contracts, renewals, and service quality.

Serve as liaison with building/property management for maintenance and access issues.

Maintain the firm-wide calendar-schedule internal/external meetings, reserve rooms, and assist with client appointments.

Plan and support internal events, team meetings, and office engagement initiatives.

Support with HR administrative tasks.

Client Intake Responsiveness: All inquiries acknowledged within 1 business day.

Calendar Accuracy: 99%+ accuracy on internal and external scheduling.

Document & Data Entry Accuracy: 99%+ accuracy in all intake forms and system updates.

Vendor Oversight: All contracts current; no service disruptions.

Excellent interpersonal and communication skills-verbal and written.

Strong attention to detail, time management, and multitasking ability.

Proficiency with Microsoft Office, Google Workspace, and shared calendars.

Comfortable with client-facing responsibilities and professional correspondence.

Highly organized and proactive in solving problems.

Experience in a law firm, especially in intake or client services.

Familiarity with legal terminology, case management systems, and basic court processes.

Experience coordinating vendors, IT systems, or property/facility needs.

Bilingual (Spanish or other languages) is a plus.

2-4 years in a professional office setting.

Experience in client intake, administrative coordination, or office management is highly valued.

Comp ranges:

Entry-Level (2-3 years)

$50,000 - $55,000

Mid-Level (3-5 years, legal experience)

$55,000 - $65,000