Remote Data & Bi Intake Specialist

Sunny Homes Llc; Buenos Aires; Remote; ARS 61,816,000 - 92,724,000; Full time

Job summary

Sunny Homes Llc is seeking an Intake Specialist for a US-based personal injury law firm. This fully remote role handles upfront client intake, gathers case details, and converts inquiries into retained clients.

The ideal candidate has US law firm experience and bilingual English/Spanish skills. Experience with Filevine or Clio and a proactive sales mindset are highly valued.

Qualifications

• 2+ years of experience in legal intake or client-facing roles.
• Fluent in English and Spanish.
• Sales mindset or lead-conversion experience is a plus.
• Comfort working remotely and independently.
• Experience with legal case management software (Filevine, Clio) or similar.

Responsibilities

• Answer incoming calls, web leads, and inquiries promptly and professionally.
• Conduct structured intake interviews for Personal Injury matters and gather accurate details.
• Explain firm services and address hesitations to encourage client conversion.
• Enter and maintain client data in case management systems.
• Schedule follow-ups and maintain consistent, compliant documentation.

Skills

US law firm experience

Bilingual English/Spanish

Intake interviews

Lead conversion

CRM familiarity

Tools

Filevine

Clio

Job description

Our client is a premier US-based personal injury law firm dedicated to helping individuals and families navigate legal claims after life-altering accidents and injuries. The firm is recognized for its client-focused approach, professionalism, and commitment to securing strong outcomes with care, empathy, and integrity.

About the role:

We are seeking a proactive, highly motivated Intake Specialist to serve as the critical first point of contact for prospective clients. In personal injury law, timely response, warmth, and active lead conversion directly impact client satisfaction and firm success.

This role combines compassionate client intake, active communication, lead qualification, and persuasive follow-ups. The ideal candidate is friendly, upbeat, detail-oriented, and possesses a strong sales mindset—knowing how to connect with distressed callers while effectively communicating the firm’s value to convert inquiries into retained clients.

US law firm experience is required.
Personal Injury experience is preferred.

What you’ll be doing:

• Answer incoming calls, web leads, and urgent inquiries professionally, warmly, and promptly.
• Conduct structured intake interviews for Personal Injury matters, gathering accurate case details and evaluating claim viability.
• Utilize strong communication and subtle sales skills to explain firm services, address prospective client hesitations, and encourage client conversion.
• Enter, update, and manage prospective and active client data meticulously in legal case management software (e.g., Filevine, Clio, or similar).
• Schedule follow-up contacts, conduct active outreach on pending leads, and maintain consistent communication.
• Route calls, take messages, respond to emails, and ensure seamless support for the legal team.
• Maintain accurate, complete, and fully compliant documentation across all firm channels.

Who are we looking for?

• 2+ years of experience in legal intake, customer service, or client-facing roles within a US law firm (Personal injury experience preferred).
• Full fluency in written and spoken Spanish and English.
• Background in sales, lead conversion, or phone-based customer retention is a plus.
• Friendly, upbeat, and empathetic demeanor with the ability to build immediate rapport over the phone.
• Exceptional organizational skills with high attention to detail in record-keeping and data entry.
• Tech-savvy with prior experience using case management tools like Filevine, Clio, or CRM platforms.
• Strong ability to work independently and maintain professional composure in a remote setup.

Position: Intake Specialist

Remote Status: Fully Remote

Preferred Location: Latin America

Internal Job ID: 1540