Bilingual Law Firm Intake Specialist (Costa Rica)
This is a remote position.
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 play a key role in assessing client needs, gathering case information, and ensuring smooth case onboarding.
Key Responsibilities:
ā¢ Conduct outbound calling and answer incoming calls, emails, and online inquiries from potential clients.
ā¢ Conduct initial client interviews to gather necessary case details.
ā¢ Assess case eligibility based on firm criteria and schedule consultations.
ā¢ Maintain accurate and organized client records in the CRM system.
ā¢ Provide general information about legal services while maintaining confidentiality.
ā¢ Follow up with potential clients to ensure a smooth intake process.
ā¢ Collaborate with attorneys and legal staff to streamline case onboarding.
Requirements
ā¢ Bilingual fluency in English and Spanish
ā¢ Prior experience in a law firm, customer service, or intake role is a plus.
ā¢ Excellent communication, active listening, and interpersonal skills.
ā¢ Strong attention to detail and ability to multitask in a fast-paced environment.
ā¢ Proficiency in Microsoft Office and client management software.
ā¢ Ability to handle sensitive information with professionalism and discretion
Apply tot his job
Apply To this Job
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 play a key role in assessing client needs, gathering case information, and ensuring smooth case onboarding.
Key Responsibilities:
ā¢ Conduct outbound calling and answer incoming calls, emails, and online inquiries from potential clients.
ā¢ Conduct initial client interviews to gather necessary case details.
ā¢ Assess case eligibility based on firm criteria and schedule consultations.
ā¢ Maintain accurate and organized client records in the CRM system.
ā¢ Provide general information about legal services while maintaining confidentiality.
ā¢ Follow up with potential clients to ensure a smooth intake process.
ā¢ Collaborate with attorneys and legal staff to streamline case onboarding.
Requirements
ā¢ Bilingual fluency in English and Spanish
ā¢ Prior experience in a law firm, customer service, or intake role is a plus.
ā¢ Excellent communication, active listening, and interpersonal skills.
ā¢ Strong attention to detail and ability to multitask in a fast-paced environment.
ā¢ Proficiency in Microsoft Office and client management software.
ā¢ Ability to handle sensitive information with professionalism and discretion
Apply tot his job
Apply To this Job