Legal Intake Specialist

Overview

The organization is seeking a Bilingual Legal Intake Specialist (Spanish) to serve as the first point of contact for potential clients. This role is critical to delivering excellent customer service and ensuring potential cases are evaluated and processed efficiently.

Responsibilities

• Inbound Call Management
  • Professionally handle incoming calls from clients involved in auto accidents
  • Gather essential information regarding the accident and potential legal representation needs
  • Demonstrate empathy and understanding while maintaining a high level of professionalism
• Client Interaction
  • Communicate effectively with clients to explain legal processes and procedures
  • Provide information about the firm’s services and answer client queries
  • Collect and document relevant details to assist attorneys in evaluating cases
• Multi-Tasking
  • Manage multiple tasks simultaneously in a fast-paced environment
  • Navigate and update electronic systems while engaging with clients on the phone
  • Prioritize and address urgent client needs promptly
• Document Management
  • Maintain accurate and confidential client records in compliance with legal standards
  • Organize and update client information to ensure accessibility for legal professionals
  • Use Excel sheets and other tools to manage and track client data
• Administrative Support
  • Provide administrative assistance to legal professionals as needed
  • Collaborate with the legal team to help ensure smooth case progression
  • Assist in the preparation and organization of legal documents

Requirements

• Bilingual: Fluency in English and Spanish is mandatory
• Education: High school diploma or equivalent required; some college coursework preferred
• Experience: Previous experience in a legal environment or customer service/intake role is preferred
• Communication Skills: Excellent verbal and written communication skills with a strong customer service focus
• Organizational Skills: Strong organizational and time-management skills; ability to handle multiple tasks efficiently
• Technical Proficiency: Proficient in Microsoft Office Suite; familiarity with case management software is a plus
• Empathy and Understanding: Genuine desire to assist clients in their times of need with a compassionate demeanor

Compensation & Benefits

• Flexible work arrangements to support a healthy work-life balance

Location

Not specified