Legal Assistant, Client Intake Specialist

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

📋 Description

• Engage professionally, compassionately, and respectfully with potential clients.

• Accurately document intake information and keep records organized.

• Conduct thorough intake discussions and collect pertinent information.

• Assist in the preparation, editing, formatting, and manipulation of documents.

• Acquire knowledge of business software and document management systems.

• Ensure accuracy and confidentiality when managing client and case details.

• Provide assistance to attorneys and the legal team with various legal projects.

• Offer general legal and administrative support as needed.

• Organize and preserve case-related information and documentation.

• Identify issues that may require further attorney examination.

• Pose follow-up questions to uncover important facts and details.

• Conduct approximately 5 to 15 initial intake calls daily, typically lasting 20 to 30 minutes.

• Draft concise legal memos, summaries, and other written documentation.

• Return calls and follow up with prospective clients.

• Create a positive first impression and ensure prospective clients feel acknowledged and supported.

⛳️ Requirements

• Proficiency in both English and Spanish is required.

• Excellent spoken and written English skills are essential.

• Prior experience in a legal, professional services, client intake, case management, or similar field is preferred.

• Experience as a Legal Assistant, Paralegal, Legal Intake, or in Case Management is favored.

• Knowledge of civil litigation or federal civil rights matters is advantageous.

• Traditional paralegal experience is not a prerequisite.

• Ability to effectively shift between client-facing intake responsibilities and legal support tasks.

• Comfort in handling sensitive and confidential information with professionalism and discretion.

• Capability to communicate with prospective clients who may have faced significant loss or challenging situations.

• Strong overall technology skills and the ability to learn new systems independently are required.

• Proficient in Microsoft Outlook, RingCentral, Microsoft SharePoint, Adobe, Adobe Acrobat, and business/document management systems.

• Excellent verbal and written communication abilities in English.

• Fluency in Spanish is necessary.

• Strong skills in active listening, questioning, critical thinking, information gathering, organization, and time management.

• Capacity to understand, organize, and accurately document complex information.

• Ability to create concise summaries and legal memos.

• Capability to work independently and take initiative.

• Ability to maintain accuracy while managing a high volume of daily interactions.

• Flexibility and eagerness to learn new processes, systems, and legal support responsibilities.

🏝️ Benefits

• Opportunity for remote work.

• Work environment certified as a Great Place to Work.

• Guidance from recruiters throughout the application process.