Bilingual Law Firm Intake Specialist (Costa Rica)
This is a remote position. We are looking for a Bilingual Intake Specialist to be the first point of contact for potential clients. The ideal candidate is professional, empathetic, and detail-oriented, with the ability to communicate fluently in Spanish and English. You will play a key role in assessing client needs, gathering case information, and ensuring smooth case onboarding. Key Responsibilities:
- Conduct outbound calling and answer incoming calls, emails, and online inquiries from potential clients.
- Conduct initial client interviews to gather necessary case details.
- Assess case eligibility based on firm criteria and schedule consultations.
- Maintain accurate and organized client records in the CRM system.
- Provide general information about legal services while maintaining confidentiality.
- Follow up with potential clients to ensure a smooth intake process.
- Collaborate with attorneys and legal staff to streamline case onboarding.
Requirements
- Bilingual fluency in English and Spanish
- Prior experience in a law firm, customer service, or intake role is a plus.
- Excellent communication, active listening, and interpersonal skills.
- Strong attention to detail and ability to multitask in a fast-paced environment.
- Proficiency in Microsoft Office and client management software.
- Ability to handle sensitive information with professionalism and discretion
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