Bilingual Client Relations and Intake Coordinator

Jobgether; United States; Remote; USD 13,000 - 14,000; Full time

Benefits offered by this job

Remote work

Paid time off

Bonuses

Parental leave

Professional development

Federal holidays observed

Company closure during Christmas

Job summary

Jobgether is seeking a Bilingual Client Relations and Intake Coordinator based in the United States for a fully remote role. You will be the first point of contact for prospective and existing clients navigating legal matters, guiding intake, consultations, and administrative processes with empathy and professionalism.

You will coordinate with a legal team, manage client records in CRM systems, and handle sensitive information with discretion.

Qualifications

• Fluent English and Spanish written and spoken communication.
• Experience handling sensitive or urgent client situations with discretion.
• Strong organizational skills with meticulous record-keeping.
• Ability to work remotely and coordinate with distributed teams.

Responsibilities

• Serve as primary intake contact for prospective and existing clients.
• Gather detailed client information during initial intakes.
• Schedule consultations and meetings with clients.
• Follow up on eligibility, consultations, and next steps.
• Answer urgent inbound calls and triage inquiries.
• Communicate case updates and respond to client questions.
• Coordinate communication between clients and the legal team.
• Document and organize intake information for attorney review.
• Maintain accurate client records in CRM and case management systems.
• Track follow-ups and maintain consistent client communication.
• Generate and send proposals, agreements, and related documents.
• Collect consultation fees via designated payment platforms.
• Support administrative activities of the intake process.
• Provide professional, empathetic client service throughout the journey.
• Ensure confidentiality of personal and legal information.

Skills

Bilingual English/Spanish

CRM management

Appointment scheduling

Client intake support

Empathetic communication

Tools

DocketWise

LawPay

Calendly

Ruby Receptionist

Grasshopper

Google Workspace

AI transcription tools

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Bilingual Client Relations and Intake Coordinator based in United States.

This role serves as a key first point of contact for prospective and existing clients navigating important legal matters. You will combine compassionate communication with strong organization to guide clients through intake, consultations, follow-ups, and administrative processes. The position requires careful handling of sensitive information while maintaining accurate records and consistent communication. You will coordinate closely with a legal team to ensure client information is complete, organized, and ready for review. The ideal candidate is comfortable handling urgent or high-stress situations while delivering professional and empathetic service. This is a fully remote opportunity for a bilingual professional who enjoys meaningful client interactions and a fast-paced, service-oriented environment.

Accountabilities:

• Serve as the primary point of contact for prospective clients throughout the initial intake process.
• Conduct initial immigration intakes and gather detailed, accurate client information.
• Schedule consultations, appointments, and meetings with clients and prospective clients.
• Follow up with potential clients regarding eligibility, consultations, and next steps.
• Answer and manage urgent inbound calls from prospective clients.
• Communicate with existing clients regarding case updates, general questions, and relevant next steps.
• Coordinate communication between clients and members of the legal team.
• Document, organize, and maintain intake information for attorney review.
• Ensure client records, notes, communications, and case information remain accurate and up to date.
• Manage and maintain client information within CRM and case management systems.
• Track follow-ups and maintain consistent communication with leads and existing clients.
• Generate and send proposals, agreements, and other related documents as needed.
• Send payment links and collect consultation fees using designated payment platforms.
• Support administrative and operational activities associated with the intake process.
• Provide prompt, professional, and empathetic customer service throughout the client journey.
• Handle sensitive and urgent client situations with discretion, patience, and sound judgment.
• Maintain confidentiality when handling personal, legal, and case-related information.
• Collaborate closely with the legal team to ensure smooth and efficient intake coordination.
• Manage multiple client requests and priorities while maintaining accuracy and service quality.
• Use available technology, including CRM, scheduling, communication, payment, and AI transcription tools, to support efficient client management.

Requirements:

• Fluent English and Spanish communication skills, both written and verbal.
• Strong customer service experience with a demonstrated commitment to client satisfaction.
• Experience handling sensitive, confidential, or urgent client situations is highly preferred.
• Ability to communicate with empathy, professionalism, and cultural sensitivity during high-stress interactions.
• Strong active listening and interpersonal communication skills.
• Excellent organization, follow-up, and time management abilities.
• Ability to manage multiple priorities and ongoing client interactions simultaneously.
• Ability to work independently while collaborating closely with a legal or professional services team.
• Experience scheduling appointments, consultations, or client meetings.
• Experience managing client records and CRM systems.
• Ability to collect, organize, and document detailed client information accurately.
• Strong attention to detail and commitment to maintaining accurate records.
• Professional judgment, discretion, confidentiality, and problem-solving skills.
• Ability to remain calm and effective when handling urgent or emotionally sensitive situations.
• Strong reliability, accountability, determination, and work ethic.
• Service-oriented mindset with a focus on delivering a positive client experience.
• Familiarity with immigration law is appreciated but not required.
• Familiarity with DocketWise, LawPay, Grasshopper, Calendly, or Ruby Receptionist is beneficial.
• Experience with Google Workspace, Gmail, AI transcription tools, and payment processing platforms is beneficial.
• Comfortable working remotely and maintaining consistent communication with distributed teams.
• Availability to work Monday through Friday during the required Central Time schedule, approximately 8:30 AM--5:30 PM CST/CDT.
• Ability to support a medium-volume call environment while maintaining quality and professionalism.

Benefits:

• Monthly compensation range of US$1,142--$1,220.
• 100% remote, home-based position.
• Full-time, long-term career opportunity.
• Paid time off.
• Bonuses.
• Parental leave.
• Professional development and training opportunities.
• Dedicated team support.
• Federal holidays observed.
• Approximately two weeks of company closure during the Christmas season.
• Opportunity to develop experience in client relations, legal intake, and case coordination.
• Work environment focused on professionalism, service, collaboration, and values-driven support.

We appreciate your interest and wish you the best!

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By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.