Experienced Intake Specialist

Law Office Of Jasmit Dhaliwal PLLC; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

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

Intake Specialist (Bilingual: English/Spanish) – Experienced in Legal & Sales

We are seeking a highly skilled Intake Specialist who is fluent in English and Spanish and has proven experience in both legal environments and sales or client conversion. This team member will be the first point of contact for potential clients and plays a crucial role in shaping their experience with our firm. The ideal candidate is empathetic, confident, detail-oriented, and thrives in a fast-paced, client-focused setting.

Key Responsibilities

• Serve as the first point of contact for prospective clients via phone, email, and online inquiries.
• Conduct thorough intake interviews to understand the client’s legal needs and determine eligibility for services.
• Clearly explain the firm’s services, process, and value to potential clients with a consultative, sales-minded approach.
• Build rapport with callers, overcome objections, and guide leads toward scheduling consultations or signing engagement agreements.
• Accurately gather and enter client data into the firm’s CRM and case management systems.
• Ensure seamless handoffs between intake, attorneys, and legal teams.
• Maintain high conversion and follow-up standards, including nurturing leads, tracking touchpoints, and documenting interactions.
• Review and update intake scripts, workflows, and procedures to improve performance and client experience.
• Provide bilingual support and communication as needed for Spanish-speaking clients.
• Uphold strict confidentiality regarding client information and comply with all ethical and legal guidelines.

Qualifications

• Bilingual (English/Spanish) required, with strong verbal and written communication skills in both languages.
• 2+ years of experience in a law firm, legal services, or closely related field.
• Prior sales, customer service, or client conversion experience required—especially in consultative or service-based sales.
• Strong interpersonal skills with the ability to build trust and communicate complex information clearly.
• Ability to stay organized, manage multiple leads, and follow structured intake processes.
• Familiarity with legal terminology.
• Experience with CRM or case management software preferred.
• Professional, empathetic, and patient demeanor, especially when assisting clients in crisis.

Performance Expectations

• Achieve and maintain targeted conversion rates.
• Deliver exceptional client experience and consistent follow-up.
• Maintain accurate and complete records.
• Contribute to a positive, collaborative team culture.

Seniority Level

• Mid-Senior level

Employment Type

• Full-time