Bilingual Law Firm Intake Specialist

Overview Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! Compensation $39,500 - $43,500 yearly Responsibilities Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files Qualifications Skilled with Microsoft Office, especially Microsoft Excel Strong computer and data entry skills High school diploma or equivalent needed, while a Bachelor’s degree is desired Previous experience with CRM and case management software desired Customer service or sales experience a plus Fully bilingual in English and Spanish (spoken and written). About Company Our firm focuses on helping families navigate some of the most important moments of their lives. We assist clients with estate planning, probate, guardianships, Medicaid planning, and advocacy for seniors, individuals with disabilities, and veterans. We believe that legal guidance should feel human, compassionate, and easy to understand. Families often come to us during difficult or uncertain times, and our goal is to help them feel supported while giving them clear guidance about the road ahead. Our team values service, integrity, and kindness, and we work hard to make sure every client feels heard and respected. As we continue to grow, we are excited to expand our outreach to the Spanish-speaking community in South Florida so that more families can receive the information and guidance they deserve. We are looking for someone who shares our belief that the law should not feel intimidating — it should feel empowering. #J-18808-Ljbffr