Criminal Law Intake Specialist

This is a fully remote position, open to applicants in Chile, +6 more countries.

📋 Description

• Initiate new client files and update records as cases evolve

• Receive and manage client payments via LawPay

• Convey consultation fees, payment expectations, and available payment options

• Maintain regular communication with prospective clients throughout the intake and consultation phases

• Answer incoming calls and act as a professional first point of contact for both prospective and existing clients

• Ensure timely, respectful, and responsive service for prospective and existing clients

• Identify client issues and apply critical thinking to resolve routine challenges

• Safeguard confidential client and case information

• Record every call, message, follow-up attempt, payment discussion, and client interaction

• Assist with reception duties and general client service tasks

• Offer compassionate and professional support to individuals dealing with criminal legal matters

• Follow up with prospective clients through phone and text communication

• Take precise and thorough intake notes during discovery calls and client discussions

• Evaluate prospective client needs and arrange consultations with the suitable legal team members

• Conduct initial intake dialogues by collecting relevant personal, legal, and case information

• Elevate urgent, sensitive, or intricate matters to the relevant legal team member

• Maintain accurate data in PracticePanther, monday.com, Microsoft Outlook, and other internal systems

⛳️ Requirements

• Full-time position

• Schedule: 8:00 a.m. to 5:00 p.m. Mountain Standard Time

• Lunch: One hour

• Professional proficiency in both English and Spanish

• Industry focus: Criminal defense legal services

• Experience with PracticePanther

• Proficiency in Microsoft Outlook

• Familiarity with monday.com

• Knowledge of LawPay

• Experience with Voice over Internet Protocol (VoIP) phone systems

• Comfortable with learning and adapting to new phone and case management systems

• Prior experience in legal intake, customer service, reception, or sales is highly preferred

• Background in managing confidential information and communicating with clients in sensitive scenarios is preferred

🏝️ Benefits

• Competitive salary

• Opportunities for professional development

• Supportive work environment

• Health and wellness benefits