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Bilingual Intake Specialist, Law Firm
Staff Outsource Solutions. Conduct outbound calling and answer incoming calls, emails, and online inquiries from potential clients.
About the role
Key responsibilities & impact- 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
What you’ll need- 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.
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
communicationactive listeninginterpersonal skillsattention to detailmultitaskingprofessionalismdiscretion