Salary
💰 $1,000 - $1,300 per month
About the role
- Answer inbound client intake calls (5-10+ daily) and follow a structured intake questionnaire.
- Complete digital intake forms accurately and submit completed forms into the system.
- Transfer qualified leads/calls smoothly to the attorney (Attorney Batista).
- Perform clerical support: document collection, appointment scheduling, and secondary case write-ups to support bankruptcy filings.
- Coordinate follow-up with potential and current clients to ensure required documents are received and appointments are confirmed.
- Communicate with English and Spanish-speaking clients as needed.
- Collaborate with the attorney and virtual paralegal by providing accurate intake data that drives case strategy.
Requirements
- Prior intake, call center, or customer service experience is strongly preferred.
- Ability to capture client information precisely; detail-oriented and accurate.
- Professional, clear, and empathetic phone manner; strong communicator.
- Comfortable using digital forms, Zoom, and basic office software.
- English fluency required; Spanish proficiency is a MUST.
- Ability to manage downtime productively with clerical tasks.
- Legal/bankruptcy knowledge not required but prior legal, medical billing, or administrative support experience is beneficial.
- Able to work a standard schedule of 9 AM-5 PM EST, Monday-Friday.