Legal Intake Specialist

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

📋 Description

• Respond promptly to incoming client inquiries through phone calls, live chat, emails, and web forms.

• Assess potential clients using specific screening questions to determine if their cases align with the firm’s criteria and area of expertise.

• Deliver empathetic and professional communication to prospective clients.

• Gather case details, including contact information, incident timelines, essential facts, and pertinent documentation.

• Prepare and dispatch initial retainer agreements or client onboarding materials.

• Ensure that prospect information is recorded accurately and comprehensively.

• Schedule consultations between qualified leads and attorneys or senior staff members.

• Manage calendar appointments, send automated reminders, and follow up on any missed appointments.

• Document every interaction, lead status, and relevant information in the firm’s Legal CRM / Case Management System.

• Monitor intake KPIs such as response times, conversion rates, and call volumes.

⛳️ Requirements

• Bilingual candidates located in Latin America.

• Outstanding verbal and written proficiency in English at C1/C2 level.

• Excellent active listening abilities and high emotional intelligence.

• Capability to handle sensitive client conversations with professionalism and tact.

• Demonstrated ability to multitask, manage CRM databases, and keep precise records.

• A dedicated quiet workspace at home.

• High-speed, dependable internet connection.

• Fast computer and clear headset.

• 1+ years of experience in legal intake, customer service, sales, or call center environments.

• Basic knowledge of U.S. legal areas such as Personal Injury, Immigration, Family Law, or Criminal Defense.

• Experience working with U.S. law firms is a significant advantage.

• Familiarity with legal software such as Clio, Filevine, or Lawmatics, or VoIP systems like RingCentral, Dialpad, or AirCall, is a plus.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Flexible working hours and the possibility of remote work.

• Ongoing training and professional development opportunities.

• A supportive and collaborative work environment.