Overview
This role combines bilingual client intake and legal paralegal support for a U.S.-based plaintiff-side employment law practice. You will serve as the first point of contact for potential clients dealing with challenging workplace matters such as wrongful termination, discrimination, or wage disputes.
Responsibilities
- Intake & Screening Management
- Answer inbound calls, web leads, and text inquiries using the firm’s screening scripts.
- Case Fact Gathering
- Collect detailed case information, including employers, employment dates, termination reasons, pay issues, and protected class/activity indicators.
- Document all information clearly in the CRM.
- Initial Case Qualification
- Conduct preliminary case evaluations (including statute of limitations, employer size, and at-will vs. contract status).
- Identify and flag high-priority leads to the attorney on the same day.
- Client Onboarding & Scheduling
- Send and track retainer agreements and intake forms via e-signature platforms.
- Schedule consultations and maintain the attorney’s calendar.
- Paralegal & Pre-Litigation Support
- Organize client documents and build case chronologies.
- Follow up with clients for additional records.
- Draft initial demand letters and administrative agency filings (EEOC, CRD, DLSE) using established templates.
Requirements
- Experience
- 1+ years of direct experience in a U.S. law firm as an Intake Specialist or Paralegal (preference for employment law, personal injury, or plaintiff-side litigation).
- Language & Communication
- Exceptional bilingual fluency in English and Spanish with an American accent preference.
- Calm, compassionate, and professional phone presence.
- Written Skills
- Strong written English skills; summaries and notes must be clear, complete, and structured enough for attorney review without requiring follow-up calls.
- Software Proficiency
- Experience with legal case management platforms (Clio, MyCase, Filevine, Lawmatics, or similar) and e-signature tools.
- Ethical Compliance
- Understanding of confidentiality, HIPAA/PII protection, and attorney-client privilege.
Compensation & Benefits
Location
Work Setup & Terms
- Schedule: Full-Time (40 hours/week, Monday – Friday)
- Required Equipment/Internet: Noise-canceling headset, high-speed internet, and power/internet backup systems.