The Role:
We are seeking a detail-oriented, empathetic, and highly communicative Legal Intake Specialist to join our team. As the primary first point of contact for potential clients, you will play a critical role in representing our firm, screening prospective cases, and guiding new clients through the initial onboarding process with efficiency and compassion.
This is a 100% remote position designed for bilingual talent based in Latin America who can seamlessly manage communications in both English and Spanish.
Key Responsibilities:
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Lead Screening & Qualification
Respond promptly to incoming client inquiries via phone calls, live chat, emails, and web forms.
Qualify prospective clients by asking targeted screening questions to determine if their case meets the firm's criteria and practice area focus.
Deliver compassionate, professional communication to put prospective clients at ease during high-stress situations.
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Data Gathering & Case Onboarding
Collect comprehensive case information, including contact details, incident timelines, key facts, and relevant documentation.
Prepare and send initial retainer agreements or client onboarding packages.
Ensure all prospect information is captured accurately and thoroughly.
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Scheduling & Coordination
Schedule consultations between qualified leads and attorneys or senior staff.
Manage calendar appointments, send automated reminders, and follow up on missed appointments to maximize consultation show rates.
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System & Record Management
Log every interaction, lead status, and document directly into the firm’s Legal CRM / Case Management System (e.g., Clio, Filevine, Salesforce, Lawmatics).
Track intake key performance indicators (KPIs) such as response times, conversion rates, and call volumes.
Requirements:
Bilingual Proficiency: Exceptional verbal and written fluency in English (C1/C2 level required).
Communication & Empathy: Strong active listening skills, high emotional intelligence, and the ability to handle sensitive client conversations with professionalism and tact.
Tech-Savvy & Highly Organized: Proven ability to multitask, manage CRM databases, and maintain accurate records without compromising detail.
Reliable Work Environment: Dedicated quiet workspace at home with high-speed, reliable internet, a fast computer, and a clear headset.
Prior Experience: 1+ years of experience in legal intake, customer service, sales, or call center roles (experience with U.S. law firms is a strong plus).
Legal Understanding: Basic familiarity with U.S. legal fields (e.g., Personal Injury, Immigration, Family Law, or Criminal Defense).
Nice to Have:
Software Familiarity: Experience using legal software (e.g., Clio, Filevine, Lawmatics) or VoIP phone systems (e.g., RingCentral, Dialpad, AirCall).
Originally posted on Himalayas
