Intake Specialist

Summary: As an Intake Specialist you will be our first source of contact with our clients, receiving and making calls to interact with them. In their day-to-day activities, we assist our possible clients in getting compensated for their personal injuries by qualifying their cases and answering any questions they might have. As a Full-Time Virtual Legal Aide, you will assist our Intake department by following the responsibilities listed but not limited to the ones in this document. Responsibilities: Review emails and chats constantly for new leads, file setups, audits, or other requested needs. Organize contracts, termination letters, photos, and other documents on Dropbox. Answer all the inbound calls, clients, and leads with great customer service skills. Transfer calls to the right member of the team when needed. Set up Filevine projects for new clients or the tools requested. Register all the comments, observations, and updates. Review and look for new contracts to be registered into Filevine. Follow up on the leads assigned, ensure a great quality interaction, and clean up the old leads. Answer new potential clients, ask probing questions, and follow the process to complete the sign-in or escalate the call to an Intake Specialist. Complete the intake process of a new client to be transferred to the Pre-Litigation department. Send the submission emails to the Pre-Litigation department for new clients to start the case (notification). Complete clinic referrals, taking into consideration the client's location. Participate in stand-up meetings, dailies, weeklies, and monthly meetings. Close contracts. Requirements: Fully Bilingual (English) Sales background. Experience in personal injury is a plus. Your PC or Laptop (A wired connection to your modem is recommended) Headset with noise canceling / quiet place to work in This job is remote, and you will be responsible for your local taxes. Why Join Us? This Is Not a Typical Job Opportunity A select group of candidates will be invited to Cancun, Mexico to meet directly with 25+ U.S. law firm owners actively building their teams. This is where hiring decisions happen, and it might be your chance to get a new work opportunity! Inside this environment, you won’t just submit an application. You will: • Present yourself directly to decision-makers • Interview with firms hiring for immediate roles • Gain exposure to international standards and expectations • Position yourself for long-term remote (contractor) opportunities with 25+ U.S. firms For the right candidates, this is more than an event. It’s the beginning of an international career. Apply now!