Organizations across the United States are seeking dedicated professionals to fill 392 remote intake specialist positions, reflecting steady demand in healthcare, legal, and social services. This role serves as the first point of contact for clients, keeping operations smooth and client satisfaction high. As companies embrace distributed teams, remote intake specialist jobs continue to grow nationwide.
Successful candidates bring strong communication skills, attention to detail, and the ability to handle sensitive information with discretion. Employers look for intake specialists who can efficiently gather client data, verify documentation, and coordinate with internal teams to streamline case processing. Proficiency with customer relationship management software and an empathetic approach to client interactions are highly valued, especially for those transitioning from administrative roles.
Remote work for intake specialists typically involves flexible scheduling, secure digital systems, and close collaboration with teams through virtual platforms. As more organizations across the USA shift toward remote and hybrid models, the hiring outlook for these roles remains strong, particularly in client-centered industries. This shift allows companies to access a broader talent pool while giving professionals greater flexibility in where they work.
If you are ready to hire an intake specialist or searching for new opportunities that match your skills, now is an excellent time to explore the market. Global Work AI connects talented professionals with employers seeking reliable intake specialists nationwide. Take the next step in your career journey and discover the possibilities waiting for you today.
Operationary
Manage the entire intake process for prospective clients, including gathering case information, assessing claims, scheduling appointments, and collaborating with attorneys. Convert leads into signed clients through effective communication and follow-up.
remote, United StatesFull TimeJunior (<2 years)
Hiring & Empowering Solutions
Guide prospective clients through the intake process, addressing their needs and concerns. Explain services and assist clients with enrollment in the Trust Maintenance Program. Manage follow-ups and maintain accurate client records in Lawmatics.
remote, United States$60k/yrFull TimeJunior (<2 years)
Job Duck
Conduct high volume phone and web-based intake, evaluate legal service needs, coordinate referrals, and guide clients through the consultation process. Maintain accurate records, track metrics, and review call recordings for quality improvement.
remote, United States$14k – $15k/yrFull TimeJunior (<2 years)Job Duck
Serve as the first point of contact for prospective clients, gathering information to determine alignment with the firm's intake criteria. Maintain accurate lead records and ensure timely follow-ups.
remote, United States$17k/yrFull TimeJunior (<2 years)
CareSource
Process authorization requests from providers, verifying eligibility and coverage. Facilitate benefit authorizations, complete necessary forms, and communicate with providers regarding requests.
remote, OH, United States$41k – $66k/yrFull TimeJunior (<2 years)
Legal Intake Professionals
Handle inbound calls with a warm and supportive tone, document caller details accurately, and route calls to appropriate departments. Maintain high performance standards by meeting key performance indicators and quality assurance metrics.
remote, TN, United States$32k/yrPart TimeJunior (<2 years)
corviaconsulting
Handle inbound calls and live transfers, qualifying potential clients for personal injury claims. Convert leads into signed cases by obtaining retainer agreements, particularly for automobile accidents.
remote, United StatesFull TimeJunior (<2 years)
CorVel Corporation
Handle incoming calls regarding precertification requests, verify patient and provider information, and enter notes and service requests in the CareMC system.
remote, United States$34k – $54k/yrFull TimeEntry with DegreeJob Duck
Manage incoming inquiries from prospective clients, conduct initial intake interviews, and assess clients against firm criteria. Schedule attorney consultations, maintain an organized calendar, and prepare intake summaries for attorneys.
remote, United States$14k – $15k/yrFull TimeJunior (<2 years)
Georgia Department of Revenue
Communicate with the public and internal customers to provide information and services. Assess reports of child abuse and neglect through interviews and safety screenings. Determine priority and handling of allegations, ensuring timely delivery of services.
remote, United States$45k/yrFull TimeMiddle (2-4 years)
Dragonfly Health
Serve as the first point of contact for inbound calls and emails from homecare agencies and providers. Provide first-level technical support for application issues, manage support tickets, and troubleshoot software and order fulfillment issues.
remote, United States$40k/yrFull TimeJunior (<2 years)
CEO Lawyer Personal Injury Law Firm
Lead conversion and client acquisition through managing inbound and outbound leads, conducting consultations, and converting prospects into signed clients. Gather detailed case-related information, maintain accurate documentation, and ensure smooth transitions to legal teams.
remote, United StatesFull TimeMiddle (2-4 years)
True Vet Solutions
Conduct intake assessments with veterans to determine their needs and goals. Develop personalized strategy plans for claims, assist in completing necessary paperwork, and provide advocacy in accessing required documents.
remote, United StatesFull TimeJunior (<2 years)
Sword
Lead onboarding consultations with members, delivering personalized introductions to the program. Capture and synthesize information for smooth transitions to treatment PTs. Prepare handoff notes and collaborate with PTs to ensure continuity of care.
remote, United States$56k – $105k/yrPart TimeMiddle (2-4 years)
Greystar
Intake and accurately enter legal matters into TyMetrix 360, assess matter types, and triage cases to appropriate team members. Identify and verify response deadlines and court dates from Service of Process documents.
remote, SC, United StatesFull TimeSenior (5+ years)
Otterbein SeniorLife
Manage referrals from various sources, entering data into the CRM system. Evaluate referrals for clinical and financial appropriateness, ensuring compliance with admission criteria. Maintain relationships with referral partners and communicate admission opportunities.
remote, OH, United StatesFull TimeLead / ManagerJob Duck
Open and update client files, coordinate payments through LawPay, and maintain communication with prospective clients. Document all client interactions and assist with reception duties. Conduct initial intake conversations and escalate urgent matters to the legal team as needed.
remote, United States$14k – $15k/yrFull TimeJunior (<2 years)
Hire Overseas
Clean, match, and structure government HR data for agency clients on a software platform. Combine salary tables and job descriptions, resolve mismatches in job titles and codes, detect duplicates, and apply consistent formatting standards.
remote, United StatesFull TimeJunior (<2 years)
Aveanna Healthcare
Support new patient admissions by collecting and entering demographic and clinical information, verifying insurance coverage, reviewing prescriptions, and coordinating care steps.
remote, United States$36k/yrFull TimeJunior (<2 years)
Gebbs Healthcare Solutions Inc
Manage patient and referral inquiries, conduct intake screenings, and validate patient information for registration and reimbursement. Verify insurance eligibility and benefits, document findings in EHR systems, and coordinate patient scheduling.
remote, United StatesFull TimeJunior (<2 years)
Isaacs & Isaacs PSC
Conduct client intake and evaluate potential cases by responding to inquiries, gathering case details, and determining case viability. Guide prospective clients through the sign-up process, converting leads into signed clients while meeting performance goals.
remote, IN, United StatesFull TimeJunior (<2 years)
Jobs for Humanity
Conduct outbound calls to individuals who have contacted partner law firms, guiding them through the retainer agreement process via phone and e-signature. Build trust with clients and answer their questions in both English and Spanish. Collaborate with law firms as needed.
remote, United States$14k – $18k/yrFull TimeJunior (<2 years)
Greenberg Gross LLP
Connect with potential clients through calls, texts, and emails. Take detailed notes and organize them into summaries. Utilize CRM software to maintain organized records. Perform additional duties as assigned.
remote, Las Vegas, NV, United States$44k – $56k/yrFull TimeJunior (<2 years)
Walker Advertising
Obtain and verify client information, assist with legal agreement execution, and address client inquiries. Ensure all attorney intake forms are completed and filed correctly.
remote, United States$52k – $58k/yrFull TimeMiddle (2-4 years)Job Duck
Manage medical records and coordinate appeal documentation. Ensure accurate and timely follow-up with clients, including tracking and documenting all interactions. Support attorneys with additional tasks and maintain organized case files within the management system.
remote, United States$14k – $15k/yrFull TimeJunior (<2 years)
SKYGEN
Manage daily work plans and distribute tasks to ensure timely client turnaround for claims. Provide second tier support to data entry processors and manage specialized workflows for client requests. Ensure reporting is reviewed and open issues are resolved prior to claim payment.
remote, United StatesPart TimeJunior (<2 years)CAPPS
Assist with file opening and management of inherited files, including verifying information and maintaining compliance standards. Review criteria-dependent diaries and run reports to manage file flow.
remote, Remote, OR, United States$34k – $36k/yrFull TimeEntry with Degree
Full Potential Solutions
Conduct interviews with potential clients eligible for Social Security Disability Insurance, asking questions from a script and entering responses into application documents. Ensure accurate and complete information is gathered from claimants regarding personal, medical, and work history.
remote, United StatesFull TimeJunior (<2 years)
JT Legal Group APC.
Answer incoming calls from prospective clients, conduct initial case screenings, and gather relevant information. Explain the firm's services and retainers, follow up with leads, and maintain communication.
remote, Glendale, CA, United StatesFull TimeJunior (<2 years)
Finch
Answer inbound calls for multiple law firms, qualify cases based on defined criteria, guide clients through the sign-up process, and ensure accurate information is handed off to attorneys and paralegals.
remote, United States$55k – $75k/yrFull TimeSenior (5+ years)
Adolescent Wellness Academy
Conduct telehealth intake assessments with adolescents and their families, screening for mental health and safety needs. Complete CALOCUS screenings, crisis assessments, and suicide risk assessments. Document clinical findings and coordinate admissions with the treatment team.
remote, FL, United StatesPart TimeJunior (<2 years)CorVel Corporation
Handle incoming calls regarding precertification requests, verify patient and provider information, and enter notes and service requests into the CareMC system.
remote, United States$34k – $54k/yrFull TimeEntry with Degree
Alert Communications
Serve as the first point of contact for potential clients, conducting structured intake interviews to gather case details. Screen leads against firm-specific criteria and log call notes accurately across multiple software platforms.
remote, AZ, United States$32k/yrPart TimeJunior (<2 years)Alert Communications
Serve as the first point of contact for potential clients, conducting structured intake interviews to gather case details. Screen leads against firm-specific criteria and log call notes accurately across multiple software platforms.
remote, TX, United States$32k/yrPart TimeJunior (<2 years)Alert Communications
Serve as the first point of contact for potential clients, conducting structured intake interviews to gather case details. Screen leads against firm-specific criteria and log call notes accurately across multiple software platforms.
remote, TX, United States$32k/yrPart TimeJunior (<2 years)RWI Law
Answer inbound calls and respond to inquiries from potential family law clients. Conduct initial intakes, accurately collect and document client information, qualify leads, and schedule consultations with attorneys.
remote, MN, United StatesFull TimeJunior (<2 years)Job Duck
Serve as the first point of contact for clients, managing intake calls and converting leads into clients. Maintain accurate records in Clio and Clio Grow, schedule appointments, and conduct collections outreach.
remote, United States$14k – $15k/yrFull TimeJunior (<2 years)
ReWorks Solutions
Communicate with parents through calls, guiding them through the intake process. Manage intake by responding to inquiries, following up with families, and addressing barriers to completion.
remote, United StatesFull TimeJunior (<2 years)Hire Overseas
Clean, match, and structure government HR data for new agency clients. Combine salary tables and job descriptions, resolve mismatches, detect duplicates, and apply consistent formatting standards. Match job classifications to labor agreements and document data issues for team reference.
remote, United StatesFull TimeJunior (<2 years)
Donor Network of Arizona
Evaluate organ donation referrals, assess donor suitability, and collaborate with healthcare professionals. Perform initial telephone evaluations and full chart reviews, manage open referrals, and provide education to hospital staff about the donation process.
remote, AZ, United States$56k – $67k/yrFull TimeJunior (<2 years)10,000,000+ more jobs available!
