Bilingual Client Intake & Onboarding Specialist

West Coast Trial Lawyers; Phoenix (AZ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer contributions

Paid time off

Sick leave

Firm-sponsored team lunches

Job summary

West Coast Trial Lawyers is seeking a detail-oriented Post-Retention Intake Specialist to support the transition of newly retained clients into the firm. You will gather and verify client information, collect documentation, and ensure accurate records in Filevine for seamless handoff to the legal team.

You will maintain detailed client notes, manage multiple matters, and deliver professional, empathetic service while adhering to firm intake procedures.

Qualifications

• Bilingual fluency in English and Spanish required.
• Experience in legal intake, post-retention intake, or case management preferred.
• Strong data-entry and organizational skills.
• Excellent verbal communication and client service abilities.
• Comfort handling confidential information with professionalism.

Responsibilities

• Gather and verify client and case information from newly retained clients.
• Collect required documentation and maintain accurate records in Filevine.
• Enter and maintain client and case data; ensure completeness of new matters.
• Review new matters for missing information and follow up as needed.
• Maintain detailed notes of client communications and transitions to the legal team.
• Coordinate the handoff of matters to appropriate case management staff.
• Provide a responsive, empathetic client experience while following intake protocols.

Skills

Bilingual English/Spanish

Data entry

Organizational skills

Verbal communication

Client service

Attention to detail

Tools

Filevine

Job description

West Coast Trial Lawyers is seeking a detail-oriented Post-Retention Intake Specialist to support the transition of newly retained clients into the firm. You will gather and verify client information, collect documentation, and ensure accurate records in Filevine for seamless handoff to the legal team.

You will maintain detailed client notes, manage multiple matters, and deliver professional, empathetic service while adhering to firm intake procedures.