Legal Intake and Journey Guide
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Job Description
Intake Specialist guiding potential new clients through the intake process for legal services. Supporting Spanish-speaking clients and maintaining CRM records in a remote setting.
Responsibilities:
- Support the firm administrator and legal team with intake-related tasks.
- Communicate effectively with clients, prospects, and internal team members.
- Maintain accurate records in CRM and case management systems.
- Triage incoming calls and web submissions to ensure timely and accurate responses.
- Request and follow up on client reviews, alerting the marketing team of new feedback.
- Provide translation support for Spanish-speaking contacts.
- Transition new matters to the legal team once intake is complete.
- Guide potential new clients through the intake process, including drafting representation agreements and verifying payments.
Requirements:
- 2-3 years of experience with intake tasks.
- Experience in customer service roles.
- Legal background is highly appreciated.
- Spanish and English proficiency required.
- Software/Tools: Lawmatics, 8x8, Slack, Clio, Outlook, Active Campaign.
Benefits:
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.
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