Legal Intake Assistant

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

📋 Description

• Manage both inbound and outbound communications with potential and current clients.

• Initiate client intake discussions and gather pertinent information.

• Assess potential clients according to predetermined criteria.

• Maintain thorough and precise records of all client interactions.

• Promptly follow up with leads and potential clients.

• Arrange consultations and coordinate appointment schedules.

• Input and update data within the firm's CRM systems.

• Engage professionally with clients in both Spanish and English.

• Assist with administrative duties and intake-related tasks as required.

• Offer compassionate and empathetic support during client engagements.

• Collaborate with attorneys and team members to facilitate a smooth intake process.

• Contribute to the enhancement of intake workflows and client communication strategies.

⛳️ Requirements

• Prior experience in legal intake, client intake, or client-facing administrative positions.

• Excellent verbal and written communication abilities.

• Bilingual proficiency in English and Spanish.

• Strong telephone presence and customer service expertise.

• Capability to build rapport and establish trust with prospective clients.

• High degree of organization and meticulous attention to detail.

• Ability to handle multiple conversations and follow-up tasks concurrently.

• Comfortable working autonomously in a remote setting.

• Proactive attitude with a strong sense of responsibility.

• Experience in supporting a law firm, legal practice, or legal services organization is preferred.

• Knowledge of Family Law, Personal Injury, or similar legal practice areas is an advantage.

• Familiarity with CRM systems for lead management and follow-up processes.

• Strong analytical and critical thinking skills.

• Ability to maintain composure and professionalism when addressing sensitive situations.

• Proven commitment to ongoing learning and professional development.

🏝️ Benefits

• Fully remote work opportunity.

• Join an established and expanding legal practice.

• Opportunities for long-term professional growth.

• Work within a collaborative and supportive team environment.