Intake and Customer Service Coordinator I

This is a fully remote position, open to applicants in Chile, +3 more countries.

📋 Description

• Manage incoming calls and online submissions to ensure prompt and accurate responses.

• Solicit and follow up on client reviews, notifying the marketing team of any new feedback.

• Offer translation assistance for Spanish-speaking clients.

• Transition new cases to the legal team following the completion of the intake process.

• Assist potential new clients through the intake procedure, which includes drafting representation agreements and confirming payments.

• Aid the firm administrator and legal team with tasks related to intake.

• Communicate efficiently with clients, prospects, and internal team members.

• Keep precise records in CRM and case management systems.

⛳️ Requirements

• 2-3 years of experience in intake-related roles.

• Background in customer service is required.

• A legal background is preferred.

• Office Hours: 8:30 AM – 5:30 PM EST.

• Anticipated Call Volume: 16–30 calls daily.

• Proficiency in both Spanish and English is mandatory.

• Familiarity with Software/Tools: Lawmatics, 8x8, Slack, Clio, Outlook, Active Campaign.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.