Bilingual Client Intake & Onboarding Specialist

West Coast Trial Lawyers; Seattle (WA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Sick leave

Team lunches

Job summary

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

The role emphasizes professional, empathetic client service, adherence to intake protocols, and the ability to manage a high volume of matters with accuracy in a fast-paced

Qualifications

• Bilingual fluency in English and Spanish is required.
• Experience in legal intake, post-retention intake, or case management preferred.
• Strong data-entry, documentation, and organizational skills are essential.

Responsibilities

• Communicate with newly retained clients to gather and verify case information.
• Collect required documentation, records, and supporting information.
• Accurately enter and maintain client and case information in Filevine.
• Review new matters for completeness and follow up on missing information.
• Maintain detailed notes regarding client communications.

Skills

Bilingual English/Spanish

Data entry

Documentation

Organizational skills

Verbal communication

Client service

Attention to detail

Confidentiality

File management

Multitasking

Tools

Filevine

Job description

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

The role emphasizes professional, empathetic client service, adherence to intake protocols, and the ability to manage a high volume of matters with accuracy in a fast-paced