Bilingual Legal Intake Specialist (Mexico)

Staff Outsource Solutions

United States Remote Customer Support 1 day ago via Himalayas

legal-intake legal-services customer-service legal bilingual crm communication microsoft-office

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Job details

Company: Staff Outsource Solutions
Location: United States
Remote: Yes
Field: Customer Support
Source: via Himalayas

Posted April 20, 2026

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About this role

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

Originally posted on Himalayas

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