Virtual Intake Specialist

Lisinski Law Firm, LLC; Ontario; Remote; CAD 40,000 - 60,000; Full time

Job summary

An established industry player in legal services is seeking a Virtual Intake Specialist to enhance their client onboarding process. This entry-level role involves conducting virtual consultations, assessing client needs, and providing exceptional customer service. The ideal candidate will possess excellent bilingual communication skills in English and Spanish, along with strong organizational abilities. Join a dynamic team dedicated to making a difference in clients' lives through effective legal solutions. This is a fantastic opportunity for those looking to grow in the legal field while working in a supportive and engaging environment.

Qualifications

• Bilingual in Spanish and English (B2-C1 level) is essential.
• Strong organizational skills and attention to detail are required.

Responsibilities

• Conduct initial virtual consultations to assess client needs.
• Update client information and manage follow-ups effectively.
• Schedule appointments and handle client inquiries professionally.

Skills

Bilingual communication skills (English and Spanish)

Customer service skills

Time management

Organizational skills

Problem-solving skills

Microsoft Office proficiency

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

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About The Lisinski Law Firm

Our mission is to change lives by offering immigration solutions, even in difficult cases. We aim to keep clients in the U.S. with their families, fighting for their rights and dignity through legal documentation.

About The Role

The Virtual Intake Specialist conducts initial virtual/video consultations to determine the best services for clients. This role involves gathering information, assessing needs, and ensuring a smooth onboarding process, providing excellent customer service and supporting operational efficiency.

What You'll Do

1. Learn and research case types based on attorney guidelines.
2. Assess client situations and initiate case types following attorney instructions and training.
3. Update client information in the case management system, including follow-ups, notes, and payments.
4. Review case pricing with clients and discuss payment options.
5. Use approved scripts to convert leads into clients.
6. Schedule and follow up with leads to clarify information and encourage engagement.
7. Schedule sign-up appointments based on initial payments.
8. Send contracts to clients before payments.
9. Handle calls from dissatisfied clients or those requesting more information.

Qualifications

Essential Skills, Knowledge & Abilities

• Excellent bilingual (English and Spanish) communication skills.
• Outstanding customer service skills.
• Ability to meet deadlines and manage time effectively.
• Strong organizational skills and attention to detail.
• Problem-solving skills.
• Proficiency with Microsoft Office or similar software.

Minimum Qualifications

• Bilingual in Spanish and English (B2-C1 level).
• Proficient with Microsoft Office Suite.
• High School Diploma or equivalent.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industry: Legal Services