Bilingual Intake Specialist (SpanishEnglish)

This is a remote position.

We are seeking an empathetic detail-oriented and fluent Bilingual Intake Specialist (Spanish/English) to join our growing this role you will be the first point of contact for prospective clients. You will be responsible for conducting initial screenings gathering critical information and ensuring a seamless welcoming onboarding experience.

The ideal candidate is a skilled communicator in both English and Spanish who excels at active listening accurate data entry and providing exceptional customer service in fast-paced or high-stakes situations.

• First Impression: Act as the primary point of contact for prospective clients reaching out via phone web forms text or live chat in both English and Spanish.
  

• Case Vetting & Screening: Conduct initial interviews using the firms pre-established screening protocols to evaluate the merits of potential cases (e.g. assessing liability injuries or timeline).
  

• Data Management: Accurately log case facts contact details and vital deadlines (statutes of limitations) into our Legal Case Management Software (e.g. Clio Filevine Smokeball).
  

• Retainer Execution: Guide qualified leads through the signing of standard retainer agreements and initial intake paperwork explaining the process clearly in their preferred language.
  

• Translation & Interpretation: Interpret calls or meetings between Spanish-speaking clients and English-speaking attorneys and accurately translate basic case correspondence.
  

• Lead Follow-Up: Manage a pipeline of potential clients making outbound follow-up calls to ensure no viable lead is dropped.
  

• Scheduling: Coordinate and schedule initial consultations between qualified prospective clients and our legal team.
  

• Language Proficiency: Native or professional fluency in both Spanish and English (written and verbal) is strictly required.
  

• Experience: 13 years of experience in customer service call centers or intake roles (experience in legal medical or social services fields is a major plus).
  

• Communication: Exceptional active listening skills and an empathetic professional phone demeanor.
  

• Tech Savviness: Proficiency with MS Office (Word Excel) and experience using CRM databases (e.g. Salesforce Clio Zendesk) or scheduling software.
  

• Detail-Oriented: Ability to multitask prioritize urgent inquiries and maintain high data accuracy under pressure.