Legal Intake Specialist

The Debt Defenders by Ciment Law Firm, PLLC; Katy (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

The Debt Defenders by Ciment Law Firm, PLLC in Katy, TX seeks a full-time Bilingual Legal Intake Specialist to handle inbound calls, screen potential cases, and conduct consultations. You must be fluent in English and Spanish and work in-office in Katy or Fort Worth.

Responsibilities include client onboarding, data entry, and collaboration with marketing to grow client intake and partnerships. Prior experience in customer service or sales is preferred.

Qualifications

• Fluent in English and Spanish required.
• Must be physically located in the United States.
• In-office work in Katy or Fort Worth, TX.

Responsibilities

• Evaluate inquiries, analyze case fit, and ensure clients feel seen.
• Conduct consultations for qualified prospects.
• Follow up with potential clients and manage onboarding information.
• Supervise retainers and initial documentation for new cases.
• Maintain client files and data entry throughout intake process.
• Schedule appointments to support caseload growth.
• Collaborate with marketing on outreach and partnerships.
• Perform routine intake tasks: emails, faxes, copying, transcripts.

Skills

Bilingual English/Spanish

Verbal communication

Data entry

Education

High school diploma or equivalent

Bachelor's degree desired

Tools

Microsoft Excel

CRM software

Job description

Legal Intake Specialist

Debt Defenders by Ciment Law Firm, PLLC Katy, Texas, United States

About this position

Bilingual Legal Intake Specialist

Location: Katy or Fort Worth, TX | In-Office
Job Type: Full-Time
Compensation: $45,000–$60,000 Typical Annual Earnings (Base Pay + Uncapped Performance-Based Commission)
Schedule: Monday–Thursday: 8:00 AM–5:00 PM/Friday: 8:00 AM–4:00 PM

Our law office is growing fast, and we're searching for a full-time Bilingual Legal Intake Specialist to help us succeed.

You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening and surveying potential cases, and conducting consultations with prospective clients who meet our criteria.

This role also involves consistent follow-up with prospective clients, supervising retainers and required documentation, assisting with new client onboarding, and helping ensure potential and current client information is managed efficiently.

Fluency in both English and Spanish is required.

Responsibilities

• Evaluate prospective client inquiries and phone calls, analyze their case fit, and make sure they feel seen and heard

• Conduct consultation appointments for potential clients who meet the firm's criteria

• Supervise "maybe" clients and conduct multiple follow-ups with potential clients before closing their account

• Supervise retainers sent to "yes" clients, as well as the initial information and document procurement required during onboarding

• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure cases are managed efficiently

• Set appointments as needed to keep schedules organized and support the firm's growing caseload

• Help foster prospective client streams by providing input into awareness initiatives and law firm partnerships alongside the marketing team

• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms to help bring in new cases

• Perform administrative tasks related to the intake process, including managing spreadsheets, writing emails, faxing, copying, and transcribing notes

• Maintain accurate client and prospective client information throughout the intake and onboarding process

Qualifications

• Fluent in English and Spanish

• Must be physically located in the United States

• Must be able to work in-office in Katy or Fort Worth, Texas

• High school diploma or equivalent required; Bachelor's degree desired

• Previous customer service or sales experience preferred

• Proficiency with Microsoft Office products, especially Microsoft Excel

• Strong computer and data-entry skills

• Previous experience with CRM and case management software desired

• Strong verbal communication skills and ability to communicate professionally with prospective clients in both English and Spanish

About Company

Debt Defenders is a debt resolution and consumer protection law firm committed to helping individuals by resolving their debts, protecting their rights, and providing them with free resources to rebuild their financial future. Operating statewide in Texas and in select counties in Georgia, our goal is to become a nationwide debt resolution firm. Come join us for that ride!