Remote: Bilingual Client Relations & Intake Specialist

Jobgether; United States; Remote; USD 13,000 - 14,000; Full time

Benefits offered by this job

Remote work

Paid time off

Bonuses

Parental leave

Professional development

Federal holidays observed

Company closure during Christmas

Job summary

Jobgether is seeking a Bilingual Client Relations and Intake Coordinator based in the United States for a fully remote role. You will be the first point of contact for prospective and existing clients navigating legal matters, guiding intake, consultations, and administrative processes with empathy and professionalism.

You will coordinate with a legal team, manage client records in CRM systems, and handle sensitive information with discretion.

Qualifications

• Fluent English and Spanish written and spoken communication.
• Experience handling sensitive or urgent client situations with discretion.
• Strong organizational skills with meticulous record-keeping.
• Ability to work remotely and coordinate with distributed teams.

Responsibilities

• Serve as primary intake contact for prospective and existing clients.
• Gather detailed client information during initial intakes.
• Schedule consultations and meetings with clients.
• Follow up on eligibility, consultations, and next steps.
• Answer urgent inbound calls and triage inquiries.
• Communicate case updates and respond to client questions.
• Coordinate communication between clients and the legal team.
• Document and organize intake information for attorney review.
• Maintain accurate client records in CRM and case management systems.
• Track follow-ups and maintain consistent client communication.
• Generate and send proposals, agreements, and related documents.
• Collect consultation fees via designated payment platforms.
• Support administrative activities of the intake process.
• Provide professional, empathetic client service throughout the journey.
• Ensure confidentiality of personal and legal information.

Skills

Bilingual English/Spanish

CRM management

Appointment scheduling

Client intake support

Empathetic communication

Tools

DocketWise

LawPay

Calendly

Ruby Receptionist

Grasshopper

Google Workspace

AI transcription tools

Job description

Jobgether is seeking a Bilingual Client Relations and Intake Coordinator based in the United States for a fully remote role. You will be the first point of contact for prospective and existing clients navigating legal matters, guiding intake, consultations, and administrative processes with empathy and professionalism.

You will coordinate with a legal team, manage client records in CRM systems, and handle sensitive information with discretion.