Remote Legal Assistant (Intake Specialist)

Overview

The Intake Specialist is the first point of contact for potential clients seeking bankruptcy assistance. This role involves gathering detailed financial information, assessing case eligibility, providing excellent customer service, and ensuring all required documentation is collected and organized for attorney review.

In Short

• Serve as the initial point of contact for prospective clients.
• Explain the intake process and required documents.
• Schedule consultations with attorneys.
• Maintain ongoing communication with clients.
• Identify issues affecting bankruptcy eligibility.
• Upload, file, and categorize documentation.
• Maintain confidentiality in compliance with legal standards.
• Gather credit reports and financial statements.
• Manage a high volume of inquiries professionally.
• Follow up with leads to maximize conversion opportunities.

Requirements

• Prior experience in bankruptcy or legal intake preferred.
• Strong communication and active listening skills.
• High empathy and emotional intelligence.
• C1 English required.

Benefits

• Work remotely.
• Opportunity to assist clients in financial distress.
• Gain experience in legal and financial services.