About the role
We’re Hiring (Direct Client): Bilingual Legal Intake Specialist (English/Spanish)
We’re looking for a reliable and organized Legal Intake Specialist to handle inquiries from prospective clients and assist with the firm’s intake process.
Responsibilities:
• Respond to inquiries from prospective clients via phone, email, and text.
• Gather basic information about their legal concerns and prepare intake summaries for attorney review.
• Coordinate with the Legal Assistant regarding consultation scheduling and follow-ups.
• Follow up with prospective clients regarding their interest in retaining the firm and any requested documents.
• Collect and organize documents for attorney review.
• Keep lead information and intake records updated in the firm’s case management system.
• Communicate with English- and Spanish-speaking prospective clients.
• Provide information about consultation fees and the intake process.
• Coordinate with the attorney and legal team to ensure inquiries are handled promptly.
• Maintain accurate records and handle confidential information professionally.
Qualifications:
• Good written and verbal communication skills in English.
• Able to converse comfortably in Spanish.
• Strong organizational skills and attention to detail.
• Good follow-up and time management skills.
• Experience in customer service, administrative support, or legal intake is an advantage.
• Comfortable using email, calendars, and case management or CRM software.
• Professional, dependable, and able to communicate with people dealing with sensitive legal matters.
Experience in a law office is a plus, but applicants with a strong background in customer service or administrative support are welcome.