Business Growth Facilitator
Real Work Life Balance
Bilingual Legal Intake Specialist
CoreBridge Solutions
full-time
Posted on:
Origin: • 🇨🇴 Colombia
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Conduct intake interviews with potential clients, collecting case details and necessary documentation
- Serve as first point of contact, providing a welcoming and professional introduction to the firm
- Assess viability of new client inquiries to determine alignment with the firm’s expertise
- Accurately input client data, case notes, and documentation into the firm’s case management system
- Schedule consultations and follow up on client inquiries to ensure efficient communication
- Educate potential clients about the firm’s services
- Maintain, organize, and manage all electronic client files, ensuring data is current, accurate, and properly stored
- Implement and adhere to file retention policies, archiving and retrieving records as necessary
- Ensure all documents are correctly uploaded, labeled, and accessible for team members
- Conduct regular audits of the electronic filing system to maintain consistency and data integrity
- Support staff in accessing and using the electronic filing system as needed
Requirements
- 2+ years of experience in client intake in the legal field, administrative support, or file management
- Prior legal experience working with U.S. law firms and/or within domestic legal settings
- Bilingual (implied Spanish and English) and CV must be submitted in English
- Strong interpersonal and communication skills; ability to handle sensitive client matters with professionalism and confidentiality
- Proficiency with electronic filing systems and case management software
- Excellent organizational skills, attention to detail, and ability to manage multiple tasks simultaneously
- Ability to work independently and collaboratively in a team environment
- Must be based in Colombia and available to work Monday–Friday, 10:00 AM–7:00 PM Colombia Time
- Acceptance of live monitoring system during working hours as part of the role
- May need a Bancolombia account or willingness to open one for payment processing
