Legal Intake Specialist

Position Summary The Legal Intake Specialist will be responsible for conducting the first interaction with potential clients, gathering relevant information about their legal cases, and ensuring a professional, empathetic, and efficient experience. This role is essential to guarantee that every inquiry is properly assessed and directed to the appropriate legal team. Main Responsibilities Make inbound and outbound calls to potential clients to gather detailed information about their legal situation. Conduct a preliminary evaluation of case viability following the firm’s internal guidelines and criteria. Accurately record complete information in the assigned CRM or legal software. Provide clear information about the intake process, estimated timelines, and next steps. Route eligible cases to the corresponding attorneys or legal departments. Manage communications via email, chat, or web forms from potential clients. Maintain a high level of professionalism, confidentiality, and customer service quality. Meet performance metrics such as call volume, conversion rate, and documentation quality. Work closely with marketing, sales, and legal teams to optimize the intake workflow. Requirements B2+ English level or higher (fluent oral and written communication; ability to interact with international clients). Previous experience in customer service, call centers, legal intake, paralegal work, or related roles. Excellent communication skills, active listening, and empathy. Strong writing and documentation abilities. Ability to handle sensitive information confidentially. Basic proficiency in CRM systems, case management software, or administrative tools. Results-oriented with the ability to work in high-volume environments. Skills Effective communication (in Spanish and English). Attention to detail. Time management. Problem-solving. Empathy and customer service.