Bilingual Client Intake Specialist

Epsilon LATAM.; México; Remote; MXN 279,000 - 391,000; Full time

Job summary

Epsilon LATAM. is seeking a Personal Injury Intake Specialist for a long-term remote position in Mexico. The role requires fluent English and Spanish, and focuses on client intake calls, accurate data entry into Filevine, and preparing documents via DocuSign. You will use the Ringer phone system and must stay available during scheduled hours.

The position emphasizes fast, empathetic responses to attorney needs and efficient handling of 2–3 intake calls daily, with remote work flexibility.

Qualifications

• Fluent in English and Spanish with strong written and verbal communication.
• Experience handling client intake calls in a professional, empathetic manner.
• Proficient in entering intake data into Filevine and creating new cases.
• Experience preparing intake docs via DocuSign and following procedures.
• Familiar with using a phone system to manage inbound calls and respond promptly.
• Reliable, responsive and available during scheduled working hours.

Responsibilities

• Handle bilingual client intake calls following provided scripts.
• Enter intake information into Filevine and create new attorney review cases.
• Prepare intake documentation and PDFs with DocuSign for client signature.
• Use the Ringer phone system to manage calls and respond promptly.
• Maintain punctual responsiveness throughout working hours.

Skills

Bilingual English/Spanish

Client intake

Filevine

DocuSign

Phone system

Customer service

Tools

Filevine

DocuSign

Ringer phone

Job description

Job profile:- Personal Injury Intake Specialist (Customer service experience)

Location : Mexico, Remote

Job: Long term contract

Position Responsibilities

• Bilingual Communication: Fluent in English and Spanish, with excellent verbal and written communication skills.
• Client Intake Calls: Handle inquiries involving incidents, accidents, and personal injuries. Follow the client's provided intake script to gather information from potential clients in a professional and empathetic manner.
• Filevine Case Management: Enter intake information accurately into the firm's proprietary Filevine system and create new cases for attorney review.
• Documentation: Prepare intake documentation and PDF forms through DocuSign for client review and signature, following the firm's procedures.
• Phone System: Use the Ringer phone service to manage incoming calls and respond promptly to requests from the attorney.
• Responsiveness and Availability: Remain available and responsive throughout scheduled working hours. The client has experienced issues with the current vendor's contractors taking up to an hour to return calls. Prompt responses are essential, particularly when an attorney needs assistance with a new incident, accident, or injury inquiry.
• Expected Call Volume: Approximately 2–3 potential client intake calls per day, or fewer, depending on inquiry volume.