Intake Specialist – Legal Reception and Intake

This is a fully remote position, open to applicants in Honduras.

📋 Description

• Assist in the administrative tasks associated with the onboarding of clients.

• Input and update data within the CRM system.

• Ensure that all client interactions are conducted with respect, understanding, and professionalism.

• Initiate new matters and keep precise client records.

• Organize consultations and manage appointment scheduling.

• Conduct client intake interviews to collect pertinent information.

• Effectively communicate with internal team members about client requirements and subsequent actions.

• Act as the initial point of contact, representing the firm in a professional manner.

• Help foster a positive and seamless client experience throughout the intake process.

• Keep organized records and documentation.

• Dispatch retainer agreements and follow up as necessary.

• Handle incoming phone calls from both prospective and existing clients.

⛳️ Requirements

• Work schedule: Monday to Friday, from 09:00 a.m. to 06:00 p.m. EST.

• Bilingual in English and Spanish is mandatory.

• Prior experience in intake, customer service, client relations, call handling, or legal support is preferred.

• Experience in working with law firms is strongly preferred.

• Ability to manage around 10 to 15 phone calls daily.

• Experience with CRM systems is essential.

• Familiarity with Clio is preferred.

• Strong organizational skills and the ability to multitask effectively.

• Outstanding verbal and written communication abilities.

• Capability to manage sensitive client information with professionalism and confidentiality.

🏝️ 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.