Bilingual Intake Specialist with Customer Service Experience (Remote)

Overview

The Legal Intake Specialist is the first point of contact for potential clients of a law firm. This role is responsible for gathering initial information, assessing the viability of cases, qualifying leads, and ensuring an efficient and professional intake process. Their work is key to the client's first impression and significantly contributes to the operational efficiency of the firm.

In Short

• Initial contact with clients via phone, email, and online inquiries.
• Gather relevant case details and personal information.
• Evaluate case viability based on firm criteria.
• Direct qualified leads to the appropriate attorney or legal team.
• Build rapport and maintain professional communication with clients.
• Update and maintain client records and intake information.
• Follow up for additional information or schedule consultations.
• Collect and organize necessary documentation from clients.
• Handle administrative tasks related to case management.

Requirements

• Experience in customer service.
• Bilingual in English and Spanish.
• Strong communication skills.
• Ability to assess and evaluate client needs.
• Organizational skills for managing documentation.
• Proficiency in database management.
• Attention to detail.
• Ability to work independently and remotely.
• Empathy and professionalism in client interactions.

Benefits

• Work remotely from anywhere in Colombia.
• Opportunity to contribute to a legal firm.
• Professional development opportunities.
• Supportive team environment.
• Flexible work hours.