Role overview

Qualifications

Bilingual in English and Spanish
Previous experience in client intake, appointment setting, customer service, or sales support in a legal setting
Proven experience with CRM and automation platforms, specifically Pipedrive and GoHighLevel
High attention to detail and commitment to client confidentiality

Responsibilities

Answer inbound phone calls, emails, texts, and website inquiries from prospective clients
Conduct initial screening interviews and qualify leads based on firm criteria
Schedule legal consultations and manage attorneys' calendars
Follow up with qualified leads and manage client files within Pipedrive and GoHighLevel

Key facts

Remote from: Panama
Fixed term
Legal Services Director
Spanish, English

Hard skills

Client Services Transitional Bilingual Education Cross-Functional Collaboration Immigration Law

Other skills

Scheduling
Customer Service
Client Confidentiality
Detail Oriented
Time Management
Active Listening

About the company

VirtueStaff

Staffing & Recruiting

At VirtueStaff, we offer global talent to help organizations scale their businesses while increasing profits and making an impact in the lives of our candidates. We screen over 5,000 people per week with a 7 step vetting process, and approve 0.1% of them to work with our clients. Building Brighter Futures and Better Businesses.

Company details

Company typeStartup

IndustryStaffing & Recruiting

Company size11 - 50

Links

Website LinkedIn See all jobs

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Job description

VirtueStaff is seeking a compassionate, highly organized, and fluent Legal Intake Coordinator to serve as the face of our client. In this role, you will manage our inbound lead channels, answering phone calls, emails, texts, and web inquiries from prospective clients who are often navigating complex, high-stakes immigration matters. Your primary mission is to conduct initial screenings, qualify leads against firm criteria, build instant rapport, and seamlessly manage our attorneys' calendars by scheduling consultations.

Responsibilities

Serve as the front-line contact by promptly answering inbound phone calls, emails, texts, and website inquiries from prospective clients
Conduct initial screening interviews to gather basic immigration data, qualify leads based on strict firm criteria, and determine consultation eligibility
Schedule legal consultations, coordinate complex attorney calendars, confirm appointments, and send automated reminders
Actively follow up with qualified leads who have expressed interest but have not yet committed to a consultation date
Meticulously enter, update, and manage sensitive, confidential client files within Pipedrive and GoHighLevel (GHL)
Cross-Functional Collaboration: Partner closely with internal intake specialists, paralegals, and attorneys to ensure a flawless onboarding experience for new clients

Requirements

Must be completely bilingual in both English and Spanish, possessing exceptional verbal and written communication skills in both languages
Previous professional experience in client intake, appointment setting, customer service, call center operations, or sales support within a law firm or legal services environment. (Immigration law experience is a major plus)
Software Mastery: Proven experience navigating CRM and automation platforms, specifically Pipedrive and GoHighLevel
A warm, professional phone presence with active listening skills capable of providing a compassionate experience to individuals facing stressful legal situations
High attention to detail with an absolute commitment to maintaining strict client confidentiality and data accuracy
Strong time-management skills with the ability to multitask fluidly in a fast-paced environment

Benefits

Work From Home
Performance Bonus

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