Legal Intake Specialist

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

📋 Description

• Conduct intake calls with potential clients following established scripts and company procedures.

• Accurately gather, verify, and organize client information in the practice management system.

• Schedule consultations with clients and manage calendar logistics effectively.

• Direct intake leads to the relevant attorneys based on their practice area and availability.

• Maintain comprehensive records in the CRM and follow up on any pending leads.

• Identify and flag conflicts of interest, jurisdictional issues, or matters that fall outside the firm's scope prior to attorney review.

• Assist with phone and email communications with clients, proficiently in both English and Spanish.

• Monitor intake metrics and report on pipeline status as necessary.

⛳️ Requirements

• Must be fluent in both English and Spanish (verbal and written, client-facing standard).

• A minimum of 2 years of experience in legal intake, legal administration, or equivalent client-facing roles in a legal or professional services environment.

• Proficient with legal practice management systems, such as LawMatics, Clio, or similar CRM platforms.

• Strong organizational abilities and attention to detail when managing sensitive client information.

• Ability to adhere to scripts and procedures while maintaining a professional and warm demeanor with clients.

• Reliable internet connection and the capacity to work on a consistent schedule during US business hours.

• Professional phone presence and effective communication skills in both languages.

• Experience with recording and documenting intake calls (preferred).

• Background in contract administration or legal operations (preferred).

• Proficiency in a third language (preferred).

🏝️ Benefits

• Health insurance available for contractors.

• Additional pay for holiday work.

• Flexible working hours based on client needs.

• Mental health days provided.

• Performance-based incentives beyond the base salary.

• Annual review and appraisal process.

• Opportunities for professional development and advancement.