Bilingual Legal Intake Specialist - Client-Focused

Solvo Global; Mérida; On-site; MXN 223,200 - 446,400; Full time

Job summary

A leading legal services firm in Mérida is seeking an Intake Specialist to manage client communications and qualify leads. This position requires fluency in English and Spanish, previous legal intake experience, and strong communication skills. The ideal candidate will effectively handle inbound and outbound queries, document client information accurately in CRM systems, and assist prospective clients throughout the retainer process. This impactful role is crucial for the firm's growth and requires attention to detail and interpersonal skills.

Qualifications

• Previous experience in legal intake, legal support, or a client‑facing legal environment.
• Basic to intermediate understanding of legal concepts and intake workflows.
• Ability to manage multiple cases and priorities effectively.

Responsibilities

• Handle inbound and outbound calls, messages, and follow‑ups with prospective clients.
• Conduct structured legal intake interviews to gather accurate personal and case‑related information.
• Qualify leads based on firm‑defined criteria and intake guidelines.
• Accurately document all client information in the CRM or case management systems.

Skills

Fluency in English and Spanish (spoken and written)

Strong communication skills

Active listening

Interpersonal skills

Attention to detail

Tools

CRM systems

Intake systems

Documentation tools

Job description

A leading legal services firm in Mérida is seeking an Intake Specialist to manage client communications and qualify leads. This position requires fluency in English and Spanish, previous legal intake experience, and strong communication skills. The ideal candidate will effectively handle inbound and outbound queries, document client information accurately in CRM systems, and assist prospective clients throughout the retainer process. This impactful role is crucial for the firm's growth and requires attention to detail and interpersonal skills.