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Job summary
A legal services firm in Dallas, Texas is seeking a bilingual Intake Specialist fluent in English and Spanish. This full-time role is crucial for first contact with potential clients, requiring 2+ years in legal environments and sales experience. Responsibilities include conducting intake interviews, managing client data, and ensuring high conversion rates. Ideal candidates are empathetic, detail-oriented, and skilled in communication, supporting both English and Spanish-speaking clients.
Qualifications
2+ years of experience in a law firm, legal services, or a closely related field.
Prior sales or client conversion experience, especially in consultative or service-based sales.
Strong verbal and written communication skills in both English and Spanish.
Responsibilities
Serve as the first point of contact for prospective clients.
Conduct thorough intake interviews to understand legal needs.
Gather and enter client data into the firm’s CRM.
Skills
Bilingual (English/Spanish)
Interpersonal skills
Organizational skills
Client conversion skills
Organizational skills
Tools
CRM software
Case management software
Job description
A legal services firm in Dallas, Texas is seeking a bilingual Intake Specialist fluent in English and Spanish. This full-time role is crucial for first contact with potential clients, requiring 2+ years in legal environments and sales experience. Responsibilities include conducting intake interviews, managing client data, and ensuring high conversion rates. Ideal candidates are empathetic, detail-oriented, and skilled in communication, supporting both English and Spanish-speaking clients.