About the Role

Our company, we are seeking a Legal Intake Specialist who can act as the first point of contact for potential clients. You’ll handle calls, pre-screenings, scheduling, and CRM updates, all in both English and Spanish. This is a remote, full-time role for someone based in Latin America with intake experience for U.S.-based law firms.

Your mission: Provide a compassionate, responsive intake experience that reflects our firm’s commitment to professionalism and client care.

What You’ll Do

• Answer inbound calls and messages from prospective clients
• Conduct pre-screening interviews using scripts and forms
• Input accurate data into our CRM (e.g., Clio Grow, Lawmatics)
  Schedule consultations and follow-ups
• Translate during client interactions when necessary
• Ensure leads are properly tracked and routed

Ideal Candidate

• Based in Latin America
• Bilingual – English & Spanish (fluent)
• 1–2 years of intake experience for a U.S. law firm
• Personable and empathetic communicator
• Familiar with legal CRMs and scheduling tools
• Fast learner, organized, and detail-oriented

Position Details

• Remote, full-time or part-time
• Must be available during U.S. business hours
• Same-day responsiveness required
• Competitive compensation with room for growth