V104 - Bilingual Intake and Scheduling Specialist

Overview

This role supports prospective immigration clients by managing high-volume communication and intake activities. You will help potential clients feel comfortable throughout the initial consultation process, schedule paid consultations based on attorney availability, and maintain accurate client information using Clio.

Responsibilities

• Coordinate with attorneys, paralegals, and staff regarding prospective client inquiries
• Manage a high volume of inbound and outbound calls
• Answer inbound calls from prospective clients in a friendly, empathetic, and professional manner
• Complete and submit intake forms accurately and gather relevant information
• Request required documents from prospective clients
• Follow up on missing or incomplete documentation
• Explain the initial intake and consultation process clearly
• Provide timely follow up to prospective clients throughout the intake process
• Confirm consultation details and provide scheduling information
• Schedule paid consultations based on attorney availability
• Collect and process consultation payments, including credit card payments
• Document calls, follow up activities, payments, and consultation details accurately
• Maintain confidentiality when handling client information, documentation, and payment details
• Distinguish between prospective clients and current clients and route current client matters to the appropriate team member
• Organize and maintain intake information and client records in Clio
• Make callers feel comfortable while discussing personal or sensitive circumstances

Requirements

• Full time remote position
• Monday through Friday
• Working hours are 8:00 a.m. to 5:00 p.m. CST
• Bilingual fluency in English and Spanish is required
• Reliable internet connection and a professional remote workspace are required
• Ability to begin the role within the standard placement timeline

Preferred Qualifications

• Previous customer service, intake, call center, or legal support experience
• Experience working in immigration law
• Familiarity with immigration terminology
• Experience using Clio
• Comfortable using a Voice over Internet Protocol phone system
• Experience scheduling appointments and consultations
• Experience requesting, collecting, and organizing client documentation
• Experience processing credit card payments and handling payment information professionally

Required Skills

• Bilingual English and Spanish communication
• Professional verbal and written communication
• Client intake and information gathering
• High volume call management
• Active listening
• Customer service and client relationship management
• Consultation scheduling
• Payment processing
• Document collection and follow up
• Data entry and record maintenance
• Familiarity with immigration terminology
• Clio case management software
• Voice over Internet Protocol phone systems
• Strong attention to detail
• Excellent organization and time management
• Ability to prioritize multiple client requests
• Friendly and approachable communication style
• Empathy and patience
• Personable and reassuring demeanor
• Ability to make callers feel comfortable
• Professional discretion when handling confidential information
• Adaptability in a fast paced legal environment
• Dependability and consistent follow through
• Family-oriented mindset

Compensation & Benefits

• Monthly Compensation Range: $1,142 to $1,220 USD

Location

• Remote (United States of America)
• Work Shift: 8:00 AM - 5:00 PM [CST][CDT]
• Languages: English, Spanish