Intake Specialist, Client Relations

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

📋 Description

• Act as the initial contact for both prospective and current law-firm clients.

• Respond to and return intake and follow-up calls.

• Manage incoming calls and provide updates or information regarding ongoing cases.

• Transform new leads into qualified clients through effective communication.

• Keep precise records in Clio and Clio Grow.

• Collaborate with reception and team members to ensure adequate phone coverage and transitions.

• Make outbound calls upon client request.

• Arrange appointments and follow-up meetings.

• Offer general, non-substantive assistance to existing clients.

• Conduct outreach for collections when necessary.

• Execute intake-related administrative tasks, including data entry and legal document management.

• Participate in intake projects and other tasks as business requirements change.

• Manage approximately 5–10 inbound and 10–12 outbound calls daily, focusing primarily on outbound intake and follow-up calls.

⛳️ Requirements

• Prior experience in intake, legal support, customer service, sales, call center, or a similar client-facing role.

• Strong verbal and written communication skills in English.

• Excellent bilingual communication skills in both English and Spanish.

• Ability to communicate confidently with prospective clients and establish trust.

• Comfortable managing both inbound and outbound calls.

• Capability to maintain accurate client records and handle confidential information.

• Dependable computer and phone access during scheduled working hours.

• Personal laptop/PC, headset, and a stable internet connection (minimum 10 Mbps download / 5 Mbps upload).

• Professional home office setup and a quiet, conducive remote work environment.

• Rapid-contact method for emergencies, such as WhatsApp or a personal phone number.

• Availability Monday through Friday, from 8:00 AM to 5:00 PM Pacific Standard Time.

• Familiarity with Clio and Clio Grow is a significant advantage.

• Proficient in phone and communication systems as well as Microsoft Office or equivalent productivity tools.

• Strong skills in organization, interpersonal communication, listening, persuasion, consultation, and client service.

• Reliable, punctual, responsive, independent, proactive, adaptable, and resourceful work style.

🏝️ Benefits

• Opportunity for remote work.

• A company environment certified as a Great Place to Work.