Intake Specialist

Vargas Gonzalez Delombard, LLP

Coral Gables (FL)

On-site

USD 36,000 - 52,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
Paid time off
401(k)
401(k) matching
Dental insurance
Opportunity for advancement
Training & development

Job summary

Vargas Gonzalez Delombard LLP in Coral Gables, FL seeks a motivated Intake Specialist to be the first point of contact for prospective clients. You will gather case information, screen leads for eligibility, and coordinate consultations with attorneys, while maintaining confidentiality and providing excellent client service.

Ideal candidates have legal intake experience, strong communication, and bilingual English/Spanish skills to serve the South Florida community.

Qualifications

  • Experience in legal intake or client-facing roles preferred.
  • Excellent verbal and written communication.
  • Strong organization with multitasking ability.
  • Bilingual English/Spanish strongly preferred.

Responsibilities

  • Conduct initial intake interviews and document case information.
  • Screen potential clients for eligibility and fit.
  • Manage leads through the CRM and coordinate with attorneys.
  • Communicate with clients via phone, email, and in-person.
  • Schedule consultations and follow-ups and protect confidential data.
  • Support onboarding of new clients.

Skills

Client-facing experience
Communication skills
Organizational skills
Bilingual English/Spanish
Empathetic demeanor

Education

High school diploma
Associate's degree
Bachelor's degree

Job description

Benefits:
  • Health insurance
  • Paid time off
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Opportunity for advancement
  • Training & development
About the Role:

Vargas Gonzalez Delombard LLP is looking for a motivated and detail-oriented Intake Specialist to join our dynamic legal team in Coral Gables, FL. This is an exciting opportunity to be the first point of contact for prospective clients, playing a vital role in connecting people with the legal support they need. If you thrive in a fast-paced environment and have a passion for helping others, we want to hear from you!

Responsibilities:
  • Conduct initial client intake interviews, gathering and documenting case information accurately
  • Evaluate and screen potential new clients to determine case eligibility and fit
  • Manage and track incoming leads through the firm's case management system (CRM)
  • Communicate clearly with prospective clients via phone, email, and in-person consultations
  • Coordinate with attorneys and legal staff to schedule consultations and follow-up appointments
  • Maintain confidentiality and handle sensitive client information with professionalism
  • Follow up with prospective clients to guide them through the onboarding process
Requirements:
  • Prior experience in a legal intake, customer service, or client-facing role preferred
  • Excellent verbal and written communication skills
  • Strong organizational skills with the ability to manage multiple leads simultaneously
  • Proficiency with legal CRM software or case management systems is a plus
  • Bilingual (English/Spanish) strongly preferred given the South Florida market
  • Empathetic, professional demeanor with a client-first mindset
  • High school diploma required; associate's or bachelor's degree preferred
About Us:

Vargas Gonzalez Delombard LLP is a respected law firm based in Coral Gables, FL, known for its unwavering commitment to client advocacy and delivering results. Our clients trust us to handle their most important legal matters with care, expertise, and dedication. We foster a collaborative and supportive workplace culture where every team member plays a meaningful role in our clients' success.

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