Staff Outsource Solutions

Bilingual

• 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.

Bilingual Intake Specialist, Law Firm

Customer Support

• Provide exceptional customer support via phone, email, and chat
• Handle inbound inquiries and resolve customer concerns in a timely and professional manner
• Maintain accurate records of customer interactions and updates in the system
• Assist with administrative tasks such as data entry, scheduling, and reporting
• Support internal teams with coordination and documentation
• Perform outbound calls as needed (follow-ups, confirmations, or basic outreach)
• Help improve processes to enhance overall customer experience

Bilingual Intake Specialist, Law Firm

Admin, Customer Support Specialist