We are looking for a Bilingual Intake Specialist to be the first point of contact for potential clients. The ideal candidate is professional, empathetic, and detail-oriented, with the ability to communicate fluently in Spanish and English. You will be key in assessing client needs, gathering case information, and ensuring smooth case onboarding.
**Key Responsibilities:**
* Conducted outbound calls and answered incoming calls, emails, and online inquiries from potential clients.
* Conduct initial client interviews to gather necessary case details.
* Assess case eligibility based on firm criteria and schedule consultations.
* Maintain accurate and organized client records in the CRM system.
* Provide general information about legal services while maintaining confidentiality.
* Follow up with potential clients to ensure a smooth intake process.
* Collaborate with attorneys and legal staff to streamline case onboarding.
**Requirements:**
* Bilingual fluency in English and Spanish
* Prior experience in a law firm, customer service, or intake role is a plus.
* Excellent communication, active listening, and interpersonal skills.
* Strong attention to detail and ability to multitask in a fast-paced environment.
* Proficiency in Microsoft Office and client management software.
* Ability to handle sensitive information with professionalism and discretion
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