Intake Specialist – Intake & Client Relations Specialist

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

📋 Description

• Collaborate with the team to ensure adequate call coverage during breaks or absences.

• Serve as a backup for phone answering or intake responsibilities as needed.

• Make outbound calls upon client request.

• Coordinate with reception to facilitate smooth handoffs, managing 15–30 calls daily.

• Keep precise records in Clio and Clio Grow.

• Effectively convert new leads into qualified clients through persuasive communication.

• Respond to and return intake and follow-up calls from both new and existing clients.

• Carry out intake-related administrative duties, including data entry and legal document management.

• Conduct collections outreach as necessary.

• Participate in intake projects and tasks as business requirements evolve.

• Assist existing clients with general, non-substantive inquiries.

• Schedule appointments and follow-up meetings.

• Manage inbound calls and provide updates or information regarding current cases.

⛳️ Requirements

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

• Strong verbal and written communication skills in English.

• Excellent bilingual communication capabilities in both English and Spanish.

• Ability to communicate confidently with prospective clients and build rapport.

• Comfortable with both inbound and outbound calling.

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

• Consistent availability of computer and phone during scheduled work hours.

• Strong and reliable internet connection along with a professional home office setup.

• Capability to provide a rapid emergency contact method, such as WhatsApp or a personal phone number.

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

• Experience with Clio, Clio Grow, phone and communication systems, and Microsoft Office or similar productivity tools.

• Manage approximately 5 to 10 inbound calls and 10 to 12 outbound calls daily.

• Strong persuasive and consultative communication skills.

• Excellent listening and interpersonal abilities.

• Strong client service orientation.

• Professional and courteous demeanor.

• Highly reliable and punctual.

• Strong sense of responsibility and accountability.

• Excellent follow-through and responsiveness.

• Strong organizational and time management skills.

• Detail-oriented in data entry and record management.

• Independent and proactive work style.

• Resourceful problem-solving skills.

• Adaptability and willingness to undertake additional intake-related tasks and projects.

• Ability to effectively coordinate with team members to ensure consistent phone coverage.

• Professional judgment in managing client communications and non-substantive inquiries.

🏝️ Benefits

• Opportunity for remote work.

• Environment certified as a Great Place to Work.

• Guidance from recruiters throughout the application process.