Intake Specialist

Legal Soft; United States; Remote; USD 9.600 - 14.000; Vollzeit

Benefits dieser Stelle

Work from Home

Healthcare Allowance

WiFi Subsidy

PTO & Sick Leave

Birthday bonus

Referral bonus

Annual performance bonus

Loyalty program

Zusammenfassung

Legal Soft is seeking a Legal Intake Specialist to be the first point of contact, collecting case information, preparing documents, and delivering excellent service. Strong English communication skills and bilingual Spanish/English are essential.

The role is remote, requires 40 hours per week, and offers a competitive hourly rate in USD with potential higher rates for senior candidates. Healthcare allowance, WiFi subsidy, PTO, and bonuses are provided.

Qualifikationen

• 2+ years of customer service experience, with listening, empathy and problem-solving.
• Experience in sales or client-facing roles is required, able to drive results and convert leads into active cases.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Comfortable working remotely with a quiet, professional workspace and reliable internet.
• Prior experience in a legal setting is a bonus but not required.

Aufgaben

• Engage with potential clients via phone and email, creating a welcoming first impression.
• Leverage sales skills to generate leads and guide clients through the intake process to active cases.
• Conduct initial client assessments to determine eligibility and appropriate cases.
• Organize and gather essential case documents for the legal team.
• Schedule and follow up on client appointments to ensure timely communication.
• Assist in drafting and filing legal documents and maintain organization.

Kenntnisse

English (C1)

Bilingual Spanish/English

Customer service

Sales / client-facing

Attention to detail

Remote work capable

Laptop required

Tools

Microsoft Office Suite

Laptop

Jobbeschreibung

Passionate about helping others and skilled in legal matters? Join us as a Legal Intake Specialist! You'll be the first point of contact, collecting case information, preparing documents, and delivering excellent service. Strong English communication skills are essential.

What You’ll Be Doing:

• Engage with potential clients via phone and email, creating a welcoming and professional first impression.
• Leverage your sales skills to generate leads, guide clients through the intake process, and convert inquiries into active cases.
• Conduct initial client assessments to determine eligibility and ensure the right cases are taken on.
• Organize and gather essential case documents to streamline the process for our legal team.
• Schedule and follow up on client appointments, ensuring timely communication and building rapport.
• Assist in drafting and filing legal documents, helping the team stay organized and efficient.
• Provide exceptional customer service, building trust and enhancing the company’s reputation through every interaction.

What We’re Looking For:

• Strong English communication skills (C1 level), both written and verbal.
• Bilingual fluency in both Spanish and English is essential.
• 2+ years of customer service experience, with a focus on listening, empathy, and problem-solving.
• Experience in sales or client-facing roles is a must! You should be comfortable driving results and converting leads into active cases.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Excellent attention to detail and the ability to manage multiple tasks at once.
• Comfortable working remotely with a reliable internet connection and a quiet, professional workspace.
• Prior experience in a legal setting is a bonus, but not required.
• Own a laptop or desktop (8GB RAM, Core i5 or above) and a stable internet connection (minimum 10 Mbps).
• Availability to work US business hours.

Why You’ll Love Working with Us:

• Earn a salary rate of USD $7 - $10 For Senior candidates with 3+ years of experience, we can offer higher rates) per hour (based on experience and skills) for a full-time commitment of 40 hours per week.
• Work from Home, no commute!
• Healthcare Allowance
• WiFi Subsidy
• Paid time off and sick leaves
• Birthday bonus
• Referral bonus
• Annual performance bonus
• Loyalty Program and more!

Please note our clients use productivity and screen monitoring systems - please do not apply if you are not comfortable with this.