Remote Legal Intake & Onboarding Specialist

Smart Systematic Recruiting; Xico; A distancia; MXN 199.000 - 249.000; Jornada completa

Descripción de la vacante

Renier Hotopp Law Offices, LLC is seeking a Legal Intake Specialist to be the first point of contact for prospective clients. This phone-driven role involves gathering information, asking structured intake questions, and determining if cases meet firm criteria.

You will guide qualified leads toward consultations and maintain professional, confidential client interactions. The role is remote with a Monday–Friday schedule, 8:00 AM–5:00 PM, and compensation of $8–$9 per hour plus benefits.

Formación

• Excellent spoken and written English.
• Strong phone communication and active-listening skills.
• Ability to ask direct, structured questions while remaining empathetic and professional.
• Strong judgment and ability to follow established criteria when qualifying or disqualifying potential matters.
• Exceptional attention to detail and accurate documentation skills.
• Technologically proficient and able to learn CRM, intake, and case-management platforms.

Responsabilidades

• Handle inbound calls from potential new clients and conduct initial legal intake conversations.
• Speak with prospective clients professionally and compassionately while maintaining control of the conversation.
• Ask structured questions to understand the caller's legal issue, circumstances, timeline, location, and other relevant case information.
• Qualify or disqualify potential matters based on the firm's intake criteria.
• Identify whether a potential client's matter falls within the firm's practice areas and determine the next step.
• Gather complete and accurate information before scheduling qualified potential clients for consultations or case evaluations.
• Enter detailed notes and potential client information into the firm's systems.
• Manage and follow up with new leads by phone, email, and other approved channels.
• Schedule consultations and case evaluations for qualified potential clients.
• Follow up with potential clients who have not completed intake or consultations.
• Maintain confidentiality and professionalism when discussing sensitive matters.

Conocimientos

Excellent English

Phone communication

Structured intake questions

Judgment & criteria

Accurate documentation

CRM proficiency

Confidentiality

Herramientas

CRM platforms

Intake software

Case management tools

Descripción del empleo

Renier Hotopp Law Offices, LLC is seeking a Legal Intake Specialist to be the first point of contact for prospective clients. This phone-driven role involves gathering information, asking structured intake questions, and determining if cases meet firm criteria.

You will guide qualified leads toward consultations and maintain professional, confidential client interactions. The role is remote with a Monday–Friday schedule, 8:00 AM–5:00 PM, and compensation of $8–$9 per hour plus benefits.