Key Facts

Remote From:

Full time

English, Spanish

Hard Skills

Patient Interviews Customer Relationship Management Case Assessment Outbound Calls Email Management Microsoft Dynamics CRM Organizational Structure

Other Skills

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Microsoft Office
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Communication
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Active Listening
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Multitasking
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Teamwork
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Detail Oriented
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Empathy
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Social Skills

Roles & Responsibilities

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

Requirements:

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

Staff Outsource Solutions

About Staff Outsource Solutions

We are a U.S. based staffing company specializing in offshore talent. Though we can help you find a skilled General Virtual Assistant, we are particularly good at finding talent with specialized skills in fields such as medical, legal, engineering, technical, real estate, marketing, etc. We also can provide bi-lingual talent speaking English in addition to Spanish, Tagalog, Hindi, French, Mandarin, Portuguese, Russian or other languages. We can provide staff on a temporary, permanent or project basis. You will find our rates to be typically about 1/2 to 1/3 of the cost of hiring locally. We source talent in the Philippines, India and throughout Latin America.

Company type: Scaleup

Founded: 2018

Company size: 51 - 200

Website LinkedIn See all jobs →

Job description

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