Legal Intake Specialist (Remote, Bilingual)

About the role

A remote Legal Intake Specialist is the first point of contact for prospective clients, collecting case information, preparing documents and delivering excellent service. The role requires strong English communication skills and prior U.S. law firm or U.S.-based legal experience. English and Spanish-speaking specialists are available to support diverse clientele.

Key responsibilities

• Answer initial calls, emails and chat inquiries professionally and pre-qualify potential clients according to the firm's intake criteria
• Collect case details and enter data into the CRM or case management system, then set appointments or consultations with attorneys or paralegals
• Follow up on missed calls, form submissions or incomplete intakes and keep the intake pipeline active
• Complete and organize intake documents, send and follow up on retainer agreements and initial client forms, and maintain intake logs and summaries for attorney review

Required profile

• Prior experience in a U.S. law firm or U.S.-based legal role (mandatory)
• At least one year of customer service experience, preferably in a U.S. law firm or company
• Experience in sales or client-facing roles; comfort converting leads into active cases
• Bilingual fluency in Spanish and English (essential); strong written and verbal English (C1 level)
• Comfortable working remotely with a reliable internet connection and a quiet, professional workspace; availability to work U.S. business hours
• Own a laptop or desktop (8GB RAM, Core i5 or above) and a stable internet connection (minimum 10 Mbps)

Required skills

• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Attention to detail and multitasking
• Listening, empathy and problem-solving

What we offer

• Salary of USD 5 to 9 per hour for a full-time commitment of 40 hours per week
• Work from home, no commute
• Healthcare insurance, paid time off and sick leave
• Birthday, referral and annual performance bonuses
• Retirement plan and more