
Intake Specialist
Posted Oct 21

Posted Oct 21
This is a fully remote position, open to applicants in Colombia.
• Respond to incoming calls and efficiently return calls to new leads, giving priority to urgent and website inquiries.
• Engage in conversations to understand each potential client's circumstances and assess if the firm can provide assistance.
• Clarify consultation fees and arrange meetings with attorneys.
• Address urgent matters related to recent arrests, warrants, and detentions.
• Discuss applicable retainer fees and process payments over the phone as necessary.
• Maintain accurate lead information, call notes, and follow-up tasks in the CRM system.
• Refer or redirect issues that the firm is unable to handle.
• Direct calls from current clients, courts, and internal teams to the appropriate individuals.
• Assist with intake through various channels including phone, web, text, and other assigned methods.
• Adhere to intake protocols while exercising sound judgment during sensitive discussions.
• Previous experience in intake, call center operations, sales, or customer service roles.
• Excellent phone communication skills with the capability to listen, build rapport, and maintain focused conversations.
• Good judgment and confidence in applying eligibility and fee guidelines.
• Ability to use multiple systems simultaneously while conversing with a caller and accurately taking notes.
• Discretion in handling confidential or sensitive information.
• Availability for rotating shifts, including early mornings, evenings, weekends, and holidays.
• Proficient in professional English communication.
• Bilingual fluency in English and Spanish, or another language commonly spoken by clients.
• Experience in closing transactions or collecting payments over the phone.
• Familiarity with Lawmatics, Clio, Dialpad, or Slack.
• Prior experience in a law firm or legal intake team.
• Competitive salary (USD).
• Work from home opportunity.
• Flexible working hours.
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