V104 - Intake Specialist | Legal Reception and Intake Specialist
About the position We are seeking a Bilingual Intake Specialist who is passionate about helping people and creating exceptional client experiences. In this role, you will serve as the first point of contact for prospective clients, ensuring every interaction is handled with professionalism, empathy, and attention to detail. You will play a key role in guiding potential clients through the intake process, coordinating consultations, and supporting the firm's growth by delivering outstanding customer service. This opportunity is ideal for someone who enjoys communicating with others, thrives in a fast-paced environment, and understands the importance of building trust from the very first conversation.
Responsibilities
- Support administrative processes related to client onboarding
- Enter and update information within the CRM system
- Ensure all client interactions are handled with courtesy, empathy, and professionalism
- Open new matters and maintain accurate client records
- Schedule consultations and coordinate appointments
- Conduct client intake interviews and gather relevant information
- Communicate effectively with internal team members regarding client needs and next steps
- Serve as the first point of contact and represent the firm professionally
- Assist in creating a positive and seamless client experience throughout the intake process
- Maintain organized records and documentation
- Send retainer agreements and follow up as needed
- Answer incoming phone calls from prospective and existing clients
Requirements
- Schedule: Monday through Friday, 09:00 a.m. to 06:00 p.m. EST
- Bilingual proficiency in English and Spanish required
- Previous experience in intake, customer service, client relations, call handling, or legal support preferred
- Experience working with law firms is highly preferred
- Ability to manage approximately 10 to 15 phone calls per day
- Experience using CRM systems required
- Experience with Clio preferred
- Strong organizational and multitasking abilities
- Excellent verbal and written communication skills
- Ability to handle sensitive client information with professionalism and discretion
- Bilingual English and Spanish communication
- Customer service excellence
- Client intake management
- Appointment scheduling
- Active listening
- Empathy and emotional intelligence
- Professional phone etiquette
- Relationship building
- Time management
- Attention to detail
- Organization and prioritization
- Problem solving
- Accountability
- Reliability
- Client focused mindset
- Non-confrontational communication style
- Adaptability
- CRM proficiency
Nice-to-haves
- Previous experience in intake, customer service, client relations, call handling, or legal support preferred
- Experience working with law firms is highly preferred
- Experience with Clio preferred
Benefits
- Monthly Compensation: 1,150 to 1,220 USD
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