Intake Specialist

Solvo Global Inc.; Bogotá; À distance; COP 133 677 000 - 210 064 000; Plein temps

Résumé du poste

Solvo Global Inc. is seeking an Intake Specialist to join a US boutique law firm and serve as the first point of contact for prospective clients. You will conduct legal intake interviews and capture case information with professionalism and empathy.

You will handle high-volume calls, document details in CRM and case management systems, and schedule consultations with attorneys, while maintaining precise records and ensuring a client-focused experience.

Qualifications

• At least 6 months of legal intake experience with a law firm or legal services provider.
• Experience supporting U.S. clients.
• Strong English communication skills (spoken and written).
• Ability to manage back-to-back calls while documenting information in real time.
• Experience with CRM and/or legal case management systems.
• LeadDocket proficiency required.
• Strong attention to detail, organization, and multitasking skills.
• Ability to discuss sensitive legal matters with professionalism and empathy.

Responsabilités

• Conduct legal intake interviews and gather case information
• Handle high-volume inbound and outbound calls
• Document case details accurately in CRM and legal management systems
• Perform preliminary research and case assessments
• Schedule consultations with attorneys
• Provide a professional, empathetic, and client-focused experience

Connaissances

Legal intake

CRM usage

English fluency

Multitasking

Call management

LeadDocket

Outils

LeadDocket

CRM platforms

Description du poste

Are you experienced in legal intake and comfortable working with U.S.-based clients? We are looking for an Intake Specialist to join a growing U.S. boutique law firm and serve as the first point of contact for prospective clients.

What You'll Do:

• Conduct legal intake interviews and gather case information
• Handle high-volume inbound and outbound calls
• Document case details accurately in CRM and legal management systems
• Perform preliminary research and case assessments
• Schedule consultations with attorneys
• Provide a professional, empathetic, and client-focused experience

Must-Have Qualifications:

• At least 6 months of legal intake experience with a law firm or legal services provider
• Experience supporting U.S. clients
• Strong English communication skills (spoken and written)
• Ability to manage back-to-back calls while documenting information in real time
• Experience with CRM and/or legal case management systems
• LeadDocket proficiency required
• Strong attention to detail, organization, and multitasking skills
• Ability to discuss sensitive legal matters with professionalism and empathy