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Bilingual Legal Intake Specialist

2 semanas atrás


San Salvador, Brasil Staff Outsource Solutions Tempo inteiro

This is a remote position.

We are looking for a Bilingual Intake Specialist to be the first point of contact for potential clients. The ideal candidate is professional, empathetic, and detail-oriented, with the ability to communicate fluently in Spanish and English. You will play a key role in assessing client needs, gathering case information, and ensuring smooth case onboarding.

Key Responsibilities:

  • Conduct outbound calling and answer incoming calls, emails, and online inquiries from potential clients.
  • Conduct initial client interviews to gather necessary case details.
  • Assess case eligibility based on firm criteria and schedule consultations.
  • Maintain accurate and organized client records in the CRM system.
  • Provide general information about legal services while maintaining confidentiality.
  • Follow up with potential clients to ensure a smooth intake process.
  • Collaborate with attorneys and legal staff to streamline case onboarding.
Requirements
  • Bilingual fluency in English and Spanish
  • Prior experience in a law firm, customer service, or intake role is a plus.
  • Excellent communication, active listening, and interpersonal skills.
  • Strong attention to detail and ability to multitask in a fast-paced environment.
  • Proficiency in Microsoft Office and client management software.
  • Ability to handle sensitive information with professionalism and discretion