Legal Intake Specialist (Bilingual - English/Spanish) - Remote

Overview

As a Legal Intake Specialist at Finch, you will be the first voice potential clients hear, helping them navigate the intake process with empathy and professionalism.

In Short

• Answer inbound calls with empathy and professionalism.
• Qualify cases and confirm eligibility using defined criteria.
• Guide clients through the sign-up process and secure retainers.
• Hand off cases to attorneys with complete and accurate information.
• Maintain responsiveness to build trust with partners.
• Work in a 24/7 team environment.
• Utilize next-generation technology to enhance client experience.
• Be part of a team of top legal operators.
• Adapt to flexible schedules, including evenings and weekends.
• Contribute to a safe and inclusive workplace.

Requirements

• 5+ years in client-facing intake or sales roles, ideally in legal services.
• Excellent communication skills.
• Ability to stay calm under pressure.
• Comfortable with flexible work schedules.

Benefits

• 100% coverage for health, dental, and vision.
• 401(k) retirement plan.
• Flexible PTO.
• In-office snacks and meals for NYC employees.