Bilingual Case Intake Specialist - Remote

Overview

The Bilingual Case Intake Specialist serves as the first point of contact for new clients, guiding them through the intake process with empathy and clarity.

In Short

• Serve as the welcoming voice for prospective clients.
• Conduct detailed intake interviews to assess potential cases.
• Demonstrate proficiency in Litify for data entry and case tracking.
• Provide bilingual support to ensure clients feel understood.
• Send and follow up on DocuSign agreements for new clients.
• Gather initial documents and organize case files.
• Execute preliminary case investigations using firm-provided software.
• Identify and refer out cases that do not align with firm practice areas.
• Be available for after-hours coverage on a rotating schedule.
• Liaise with attorneys and provide updates on intake statistics.

Requirements

• Bilingual in English and Spanish.
• Excellent communication skills with empathy and active listening.
• Detail-oriented and organized.
• Open to feedback and eager to learn.
• Bachelor’s degree preferred or equivalent experience.
• Previous intake or customer service experience is a plus.
• Tech-savvy with proficiency in cloud-based case management systems.
• Ability to work independently and manage tasks efficiently.

Benefits

• Elite team environment with top attorneys.
• Growth and mentorship opportunities.
• Access to cutting-edge technology.
• Unparalleled support and resources.
• Competitive salary with bonus opportunities.
• Comprehensive benefits including health, dental, and vision insurance.
• 401(k) with a 3% match after one year.
• 8 days PTO in the first year, increasing with tenure.
• Flexible work environment with primarily remote work.