Bilingual Legal Intake Coordinator (English & Spanish) – Work From Home

HireUs.PH OPC

Metro Manila

Remote

PHP 391,000 - 670,000

Full time

3 days ago

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Benefits offered by this job

Remote work from home

Established legal team

Bilingual work environment

Professional development opportunities

Collaborative work culture

Job summary

HireUs.PH OPC seeks a highly organized Bilingual Legal Intake Coordinator (English & Spanish) to join the legal team. The role handles inquiries, screenings, data collection, and onboarding while serving both English- and Spanish-speaking clients.

The ideal candidate has 2+ years in legal intake or administration, fluent in English and Spanish, and comfortable navigating confidential information in a remote setting. Strong communication and multitasking skills are essential.

Qualifications

Minimum 2 years of legal intake, legal administration, or client service experience.
Fluent in English and Spanish with strong written and spoken skills.
Bachelor's degree preferred in Legal Management, Paralegal Studies, or related field.
Experience using CRM platforms such as Clio or MyCase and MS Office.

Responsibilities

Handle inquiries in English and Spanish; conduct initial client screenings.
Gather and document client information and case details in the CRM.
Assess cases against firm criteria and route to the appropriate attorney.
Explain intake steps, set expectations, and coordinate next steps.
Schedule initial consultations and ensure intake forms are completed.
Follow up with prospective clients to complete onboarding.
Facilitate communication between Spanish-speaking clients and legal team.
Maintain confidential client records in compliance with policies.
Provide timely updates to ensure a smooth intake experience.

Skills

Bilingual English-Spanish

Legal Intake

Client Communication

Administrative Skills

Appointment Scheduling

Data Entry & Record Mgmt

Time Management

Confidentiality

Education

Bachelor's degree in Legal Management or Paralegal Studies

Tools

CRM software (Clio/MyCase)

Microsoft Office (Word/Excel/Outlook)

Job description

About the Role

We are seeking a highly organized, empathetic, and detail-oriented Bilingual Legal Intake Coordinator (English & Spanish) to join our client's legal team.

In this role, you will serve as the first point of contact for prospective clients, handling incoming inquiries, conducting initial client screenings, gathering essential case information, and coordinating the onboarding process.

You will communicate with both English- and Spanish-speaking clients, ensuring they receive professional, timely, and compassionate assistance throughout the intake process.

The ideal candidate has experience in legal intake, customer service, or legal administration, is fluent in both English and Spanish, and is confident communicating with clients who may be experiencing difficult or stressful situations.

Key Responsibilities

Handle incoming phone calls, emails, and other client inquiries in both English and Spanish, conducting initial screenings to understand prospective clients' legal concerns and needs.
Gather, document, and accurately enter client information, case details, and communication records into the firm's CRM or case management system.
Assess potential cases against established firm criteria and direct qualified inquiries to the appropriate legal department or attorney.
Communicate professionally and empathetically with prospective clients in both languages, explaining the intake process, setting expectations, and outlining the next steps.
Coordinate initial consultations, manage appointment scheduling, and ensure all required intake forms and documentation are completed.
Follow up with prospective clients who have not yet signed up with the firm to encourage engagement and complete the intake process.
Assist with communication between Spanish-speaking clients and the legal team, ensuring accurate information is conveyed.
Maintain accurate and organized client records while strictly adhering to confidentiality, data privacy requirements, and firm policies.
Provide timely updates and ensure a smooth and professional experience throughout the intake process.

Qualifications and Requirements

Minimum of 2 years of experience in legal intake, legal administration, customer service, or a similar role within a legal environment.
Fluent in both English and Spanish, with excellent verbal and written communication skills in both languages.
Ability to conduct client intake interviews, gather case information, and explain the intake process confidently in both English and Spanish.
Strong bilingual listening, comprehension, and communication skills, with the ability to accurately relay information between clients and the legal team.
Bachelor's degree in Legal Management, Paralegal Studies, or a related field is preferred. Relevant professional experience may be considered in lieu of a degree.
Experience using CRM platforms and legal case management software such as Clio or MyCase is an advantage.
Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook.
Strong active listening, client management, and interpersonal skills.
Ability to communicate legal processes and procedures in a clear and understandable manner.
Highly organized, detail-oriented, and capable of managing multiple client inquiries simultaneously.
Demonstrated professionalism, empathy, and patience when dealing with clients in sensitive situations.
Ability to handle confidential information responsibly and work independently in a remote environment.