Bilingual Intake Specialist - Legal Data Entry

West Coast Trial Lawyers; Phoenix (AZ); On-site; USD 28,000 - 29,000; Full time

Job summary

West Coast Trial Lawyers is seeking a detail-oriented Intake Specialist to support our Intake Department. This is a high-volume, process-driven role focused primarily on data entry and information gathering.

The Intake Specialist will speak with prospective clients, follow established intake questions within Filevine, and accurately document all required information for each new matter. This is not a sales or case-closing position; we are looking for someone who is fast, accurate, organized, and

Qualifications

• Bilingual fluency in English and Spanish is required.
• Experience in data entry, intake, customer service, or similar high-volume roles.
• Strong data-entry skills with speed and accuracy.
• Ability to document information while speaking with clients by phone.
• Filevine or other case management/CRM experience is a plus.

Responsibilities

• Answer inbound calls from prospective clients and conduct structured intakes
• Enter prospective client and case information accurately into Filevine
• Follow established intake questionnaires and workflows to ensure all information is collected
• Maintain accurate, complete, and organized intake records
• Complete a high volume of data entry and intake tasks throughout the day
• Review information for completeness and correct any missing or inaccurate entries
• Ask follow-up questions when necessary to accurately document information
• Route completed intakes to the appropriate team for review and next steps
• Maintain detailed notes regarding prospective client communications
• Follow established firm procedures and intake protocols
• Handle confidential and sensitive information with discretion
• Maintain professionalism and empathy when communicating with prospective clients
• Work efficiently while maintaining accuracy in a fast-paced environment
• Assist with additional administrative and intake-related responsibilities as needed

Skills

Bilingual English/Spanish

Data entry

Customer service

Phone intake

Attention to detail

Filevine

Tools

Filevine

Job description

West Coast Trial Lawyers is seeking a detail-oriented Intake Specialist to support our Intake Department. This is a high-volume, process-driven role focused primarily on data entry and information gathering.

The Intake Specialist will speak with prospective clients, follow established intake questions within Filevine, and accurately document all required information for each new matter. This is not a sales or case-closing position; we are looking for someone who is fast, accurate, organized, and