Remote Bilingual Intake Specialist — English/Spanish

Job Duck LLC

United States

Remote

USD 13,000 - 14,000

Full time

3 days ago
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Job summary

Job Duck LLC is seeking a compassionate bilingual Intake Specialist to connect community members with qualified attorneys. You will conduct high-volume intake in English and Spanish, evaluate legal service needs, coordinate referrals, and guide clients through consultations with clear, reassuring language.

The role emphasizes accuracy, timely follow-up, and a professional client experience. Working remotely, you will help individuals understand their options while ensuring records are complete

Qualifications

  • Bilingually fluent in English and Spanish, with complete intake in both languages.
  • Experience in legal intake or high-volume service environments.
  • Ability to handle 20+ calls per day with accuracy and professionalism.
  • Familiarity with legal terminology in both languages.
  • Available to work 8:00 AM–5:00 PM Pacific Time, Monday–Friday.

Responsibilities

  • Conduct high volume intake via phone and web.
  • Evaluate legal service needs, coordinate referrals, and guide clients through the consultation process.
  • Translate complex legal terminology into plain language for clients.
  • Review call recordings to identify opportunities for improving intake quality and client experience.
  • Track metrics including call volume, referral rates, declined referrals, reassigned matters, and follow-up completion.
  • Maintain records with referral partners and legal service organizations.
  • Review Spanish translations of website content and client materials for clarity and accuracy.
  • Recommend improvements to intake, referral, and follow-up procedures.
  • Assist with preparation of recurring reports.
  • Screen clients for financial eligibility for reduced-fee and pro bono programs.
  • Record successful referrals, reassignments, and follow-up activity in the case management system.
  • Send referral confirmations to clients and attorneys and verify receipt when appropriate.
  • Determine whether a matter may be referred to a panel attorney.
  • Conduct complete client intake in English and Spanish, including intake for clients who communicate exclusively in Spanish.
  • Schedule paid consultations and process related payments accurately.
  • Ask focused questions to identify caller’s legal concern, practice area, deadlines, and court information.
  • Direct callers to government agencies or legal service providers when attorney referral is unavailable.
  • Explain the consultation process, applicable fees, and next steps without providing legal advice.
  • Review and respond to online referral requests within established timeframes.
  • Keep clients informed of referral reassignments and follow up until consultations are confirmed.
  • Monitor self-referral bookings and reassign declined referrals within one business day.
  • Answer calls from the legal referral queue promptly and professionally (20+ calls/day).
  • Contact attorneys’ offices to place eligible cases and share relevant facts and dates.
  • Obtain missing information and complete screening process.
  • Maintain accurate and detailed records for intake, referrals, payments, and follow-up.
  • Support monthly registration activities for legal access clinics.

Skills

Bilingual English/Spanish
High-volume call handling
Legal intake experience
Client services

Tools

Qase
GoTo Connect
Microsoft Teams
Microsoft 365 (Outlook/Teams)

Job description

Job Duck LLC is seeking a compassionate bilingual Intake Specialist to connect community members with qualified attorneys. You will conduct high-volume intake in English and Spanish, evaluate legal service needs, coordinate referrals, and guide clients through consultations with clear, reassuring language.

The role emphasizes accuracy, timely follow-up, and a professional client experience. Working remotely, you will help individuals understand their options while ensuring records are complete

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