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Legal Intake Specialist

3 weeks, 6 days ago
Venezuela
Contract
Junior
Paralegal
Customer and Technical Support
CRM
Apply Now
NeoWork

NeoWork

NeoWork provides offshoring, nearshoring, and outsourcing solutions to help businesses hire top global talent and enhance their operational capabilities across various fields, including software engineering, data science, and support services.

Professional Services
51-250
Founded 2017
View All Jobs 3

Description

  • Conduct intake calls with prospective clients using firm scripts and procedures.
  • Gather, verify, and organize client information in the practice management system.
  • Schedule consultations and manage calendar logistics.
  • Route qualified intake leads to attorneys based on practice area and availability.
  • Maintain detailed CRM records and follow up on pending leads.
  • Flag conflicts of interest, jurisdictional issues, and matters outside firm scope before attorney review.
  • Support client communication by phone and email in English and Spanish.
  • Track intake metrics and report on pipeline status as needed.

Requirements

  • Fluent bilingual capability in English and Spanish, both verbal and written, at a client-facing standard.
  • Minimum 2 years of experience in legal intake, legal administration, or a similar client-facing role in a legal or professional services setting.
  • Proficiency with legal practice management systems such as LawMatics, Clio, or a comparable CRM platform.
  • Strong organizational skills and attention to detail when handling sensitive client information.
  • Ability to follow scripts and procedures while maintaining professionalism and warmth with clients.
  • Reliable internet connection and the ability to work a stable schedule across US business hours.
  • Professional phone presence and clear communication in both languages.
  • Experience with intake call recording and documentation is preferred.
  • Background in contract administration or legal operations is preferred.
  • Bilingual capability in a third language is preferred.

Benefits

  • Health insurance for contractors.
  • Holiday extra pay.
  • Work hours aligned with standard US business hours, with some flexibility depending on client needs.
  • Mental health days.
  • Performance-based incentives.
  • Annual review and appraisal process.
  • Opportunities for professional growth and advancement.

Interested in this position?

Apply directly on the company website

Apply Now

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