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Intake Specialist (Bilingual English‑Spanish) – Remote

CEO Lawyer Personal Injury Law Firm

Remote
Remote 🇬🇧 English
Filevine Dropbox

Descripcion del puesto

About the role

We are looking for a bilingual (English‑Spanish) Intake Specialist to be the first point of contact for our personal injury clients. Working remotely, you will qualify leads, answer questions, and ensure a smooth hand‑off to our pre‑litigation team.

Key responsibilities

  • Monitor incoming emails, chats and phone calls for new leads and client inquiries.
  • Provide courteous, professional service to callers and guide them through the intake process.
  • Set up new client projects in Filevine and organize related documents in Dropbox.
  • Record all client interactions, observations and updates in the system.
  • Follow up on assigned leads, clean up outdated records, and transfer qualified cases to the Pre‑Litigation department.
  • Participate in daily stand‑ups, weekly and monthly meetings.
  • Assist with clinic referrals based on client location and close contracts as needed.

Required profile

  • Fully bilingual in English and Spanish.
  • Sales or customer‑service background; experience in personal injury law is a plus.
  • Reliable PC or laptop with a wired internet connection and a noise‑cancelling headset.
  • Ability to work independently in a quiet environment.

Required skills

  • Filevine (case‑management software)
  • Dropbox (document storage and organization)

What we offer

  • Fully remote work arrangement.
  • Opportunity to contribute to a mission‑driven personal injury law firm.
  • Flexible schedule with performance‑based incentives.

Questions fréquentes

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CEO Lawyer Personal Injury Law Firm