Bilingual Intake Specialist (Global)

Tom Anelli & Associates, PC; United States; Remote; USD 1,000 - 2,000; Full time

Job summary

A boutique bankruptcy law firm is seeking remote Intake Specialists to manage client intake calls, complete digital forms, and support case progression. Ideal candidates should have strong customer service backgrounds, attention to detail, and fluency in English with Spanish proficiency preferred. Work hours are Monday to Friday, 9 AM to 5 PM EST, with a compensation of $1,000-$1,300 USD per month.

Benefits

Hands-On Training

Professional Development

Flexible Benefits

Work-Life Balance

Qualifications

• Prior intake, call center, or customer service experience is strongly preferred.
• Ability to capture client information precisely.
• Professional, clear, and empathetic phone manner.

Responsibilities

• Answer inbound calls, follow the structured questionnaire, complete intake forms.
• Submit completed forms and transfer qualified calls to the attorney.
• Perform document collection and appointment scheduling.

Skills

Customer Service Experience

Bilingual (English/Spanish)

Attention to Detail

Strong Communication

Tech-Savvy

Job description

Overview

Are you the orchestrator of order in a fast-paced legal setting, adept at maintaining the harmony between client communication and administrative precision?

Do you thrive when handling a steady flow of intake calls, ensuring potential clients feel heard, supported, and guided with professionalism?

Is your meticulous attention to detail matched by your ability to keep clients engaged and cases moving forward?

Final question: When faced with a challenge, do you get excited or run away?

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IMPORTANT: TO APPLY

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The Law Offices of Jeremias E. Batista, LLC is a boutique bankruptcy and debt relief law firm headquartered in New Jersey, with expansion into Fort Lauderdale, Florida underway. Attorney Jeremias Batista has built his practice around guiding individuals and families through some of life’s most stressful financial challenges. Known for hands-on client care and detail-driven advocacy, the firm also maintains a small personal injury caseload and referral network.

What sets the firm apart is its balance of professional excellence with accessibility. Clients receive compassionate counsel directly from Jeremias, supported by a lean, dedicated team that values precision, respect, and responsiveness. With over 15 years of experience serving the community, the firm continues to grow by focusing on personalized representation rather than high-volume case turnover.

We are hiring two Intake Specialists to be the first point of contact for potential clients. In this role, you’ll answer inbound calls, walk callers through a structured intake questionnaire, complete digital intake forms, and seamlessly transfer qualified leads to the attorney. You’ll also handle follow-up tasks, document collection, and appointment scheduling to support bankruptcy case progression.

This position is fully remote, ideal for professionals in the Philippines or Latin America who bring strong communication skills, customer service experience, and attention to detail.

What you’ll do

• Client Intake Calls: Answer 5-10+ daily inbound calls, follow the structured questionnaire, and complete intake forms with accuracy.
• Case Transfer: Submit completed forms into the system and smoothly transfer qualified calls to Attorney Batista.
• Clerical Support: Perform document collection, appointment scheduling, and secondary case write-ups as part of the bankruptcy filing process.
• Follow-Up Coordination: Check in with potential and current clients, ensuring required documents are received and appointments are confirmed.
• Bilingual Advantage: Communicate effectively with English and Spanish-speaking clients when applicable.
• Collaboration: Support the attorney and virtual paralegal by providing accurate intake data that drives case strategy.

What we’re looking for

• Customer Service Background: Prior intake, call center, or customer service experience is strongly preferred.
• Detail-Oriented & Accurate: Ability to capture client information precisely—small errors can impact case outcomes.
• Strong Communicator: Professional, clear, and empathetic phone manner.
• Tech-Savvy: Comfortable using digital forms, Zoom, and basic office software.
• Language Skills: English fluency required; Spanish proficiency is a MUST.
• Adaptability: Ability to manage downtime productively with clerical tasks.
• Legal/Bankruptcy Knowledge: Not required, but prior legal, medical billing, or administrative support experience is beneficial.

Why you should work here

• Hands-On Training: Shadow Attorney Batista and receive mentorship in client interaction and bankruptcy process fundamentals.
• Impactful Work: Play a key role in helping people facing serious financial stress find relief and hope.
• Professional Development: Access to Crisp Academy training modules for six months to strengthen skills and knowledge.
• Growth Potential: As the firm expands, strong performers will have opportunities for increased responsibility.
• Compensation: $1,000-$1,300 USD per month, based on experience.
• Flexible Benefits: Discretionary bonuses and wellness perks may be offered (such as health stipends or book club participation, already extended to current staff).
• Work-Life Balance: Standard schedule of 9 AM-5 PM EST, Monday-Friday.

At the Law Offices of Jeremias E. Batista, you’re not just answering phones—you’re the first voice clients hear when they reach out for help. Your role provides dignity and clarity during a difficult time in their lives. If you want to be part of a small but growing team where your work has a direct impact, we’d love to hear from you.

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