Bilingual Legal Intake Specialist

About the Firm

We are a fast-paced, high-growth US Criminal Defense firm dedicated to protecting the rights and futures of our clients. We handle a wide range of cases—from misdemeanors to serious felonies—and pride ourselves on providing responsive, aggressive, and client-centered representation.

We are currently restructuring our intake functions into a single, high-performance team. We are moving away from the "receptionist" model to a "Consultative Intake" model where there are no call transfers—just seamless, elite service from the first hello.

The Role (Scope of Work)

As a Legal Intake Specialist, you serve as the primary point of contact for prospective clients seeking legal representation during time-sensitive and often stressful situations.

Full-Cycle Inquiry Management: Respond to inbound client inquiries via phone, email, and web forms.
Case Documentation: Gather and document relevant case information accurately within our CRM (Clio).
Strategic Follow-Up: Conduct proactive outreach with prospective clients to ensure no lead is left behind.
Team Synergy: Communicate effectively with the legal team regarding client needs and the level of urgency.
Confidentiality: Handle sensitive and confidential information with absolute discretion.

Qualifications & "A-Player" Traits

Bilingual Mastery: Proficiency in Spanish and English is required to serve our diverse client base.
The "Bedside Manner": You possess a calm, empathetic, and professional demeanor, especially when working with clients under extreme stress.
Critical Thinking: You can think "outside the lines" of a script to solve problems and build trust quickly.
Technical Precision: Excellent attention to detail and organizational skills; ability to manage multiple inquiries and follow-ups efficiently.
Experience: Prior experience in legal intake or a law firm environment is preferred (Criminal Defense experience is a major plus). We also value backgrounds in high-touch hospitality or customer experience.

Service Window & Engagement Expectations

Availability: This is a Full-Time Independent Contractor role. You agree to maintain availability to support timely responses to inbound inquiries during the firm’s business hours: 9:00 AM – 5:00 PM US Central Time (CST).
Responsiveness: You will be expected to respond to assigned inbound inquiries within [X minutes] during the service window.
Autonomy: You are responsible for managing your own schedule and workflow. You retain discretion over how and when services are performed, provided agreed-upon response times and deliverables are met.
Flexibility: You may perform services for other clients, provided there is no conflict of interest with the firm.

Compensation & Terms

Contractor Fee: Monthly salary (commensurate with experience and scope).
Status: This is an independent contractor engagement and does not create an employment relationship.
Compliance: As an independent contractor, you are responsible for your own taxes, insurance, and compliance obligations. This role is not eligible for employee benefits, paid time off, or overtime.

What Success Looks Like

Timely and professional handling of all inbound inquiries.
Accurate and complete intake documentation in Clio.
Strong follow-up and high client engagement levels.
Reliable communication and seamless coordination with the legal team.

Intake Specialist (Client Support) - 58474536076