Intake Specialist

Stafi

Bilingual Contact Center Agent being the first contact for leads seeking legal services. Assisting clients with information and scheduling consultations from home.

Posted 6/25/2026full-timeRemote • 🇬🇹 GuatemalaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve as the first contact for leads through phone or email, delivering a friendly and helpful experience. 🤝
Collect important information to understand client needs and assess how the firm can help. 📝
Listen empathetically to individuals and guide them to appropriate resources within or outside the firm. 💬
Complete legal forms and manage records of customer interactions. 📋
Schedule and coordinate consultations with legal experts. 📅
Follow up with clients to ensure their needs are met or provide additional support. 🔄
Handle administrative tasks such as booking appointments, managing schedules, and organizing paperwork. 📑

Requirements

What you’ll need

Holds a bachelor’s degree. 🎓
Has 3+ years of experience in customer service, appointment setting, or interpretation roles at contact centers. 💼
Is proficient in managing calendars and information flow with accuracy and efficiency. 📆✉️
Has previous experience in sales, customer service, or a legal background (preferred). 🏅
Is bilingual in English (C1 or higher) and Spanish or Portuguese, both spoken and written. 🗣️✍️
Demonstrates excellent organizational and time-management skills. 🏅
Maintains discretion and confidentiality when handling sensitive information. 🔒
Permanently resides in Latin America. 🌍
Owns a reliable laptop (Windows or Mac, 2017 or newer) with a stable internet connection. 💻

Benefits

Comp & perks

Biweekly Payments: Guaranteed with no deductions from our end. 💎
Long-Term Opportunities: Build a lasting professional relationship with us. 🏆
Fully Remote: Work from the comfort of your home—no onsite travel required. 🏡
Paid Time Off: Enjoy 2 weeks of paid leave and U.S. holiday recognition. 🏖️
Wellness Support: Access in-house psychological and wellness coaching services. 🌱
Professional Growth: Free training, language improvement sessions, and coaching programs. 📚
Exclusive Learning Access: Unlock free access to over 200 continuous improvement courses. 🎓

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer serviceappointment settinglegal forms completionrecord managementcalendar managementinformation flow managementbilingual communicationsales experiencelegal background

Soft Skills

empathyorganizational skillstime-management skillsdiscretionconfidentialitycommunication skills

Certifications

bachelor's degree