Legal Intake Specialist
$43,680–$47,840 year
On-siteLas Vegas, Nevada, United States
Job Summary
Serve as the first point of contact for potential clients via phone, email, or in-person, screening leads, answering preliminary questions, and attaining signed agreements. Gather essential client information through structured intake forms, accurately enter data into the database, and track progress toward conversion goals. Schedule appointments with attorneys, coordinate with marketing and leadership, and maintain confidential client records while complying with legal requirements. Communicate regularly with referral partners and deliver empathetic service to resolve client concerns. Requires willingness to work weekends and bilingual Spanish skills.
Required Qualifications
- High school diploma or equivalent
- Ability to maintain confidentiality and handle sensitive information with discretion
- Must be able to communicate clearly via phone and other mediums
- Willingness to work weekends
Desired Qualifications
- Associate or bachelor's degree
- Previous experience in customer service, administrative, education, or healthcare setting
- Strong organizational and time management skills, with the ability to prioritize and multitask effectively
- Excellent verbal and written communication skills, with the ability to communicate professionally and confidently with employees and clients
- Strong computer skills
- Bilingual in Spanish
- Display empathy and patience when working with prospects, clients, and referral partners
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.