Legal Intake & Client Communications Specialist
NeoWork
Descripcion del puesto
About the role
NeoWork is seeking a bilingual Legal Intake & Client Communications Specialist to join its remote‑first team. Based in Venezuela, you will be the first point of contact for prospective clients of a professional services practice, handling intake calls, gathering information, and ensuring a smooth handoff to attorneys.
Key responsibilities
- Conduct intake calls with prospective clients using firm scripts and procedures.
- Gather, verify, and organize client data in the practice management system.
- Schedule consultations, manage calendar logistics, and route leads to the appropriate attorney.
- Maintain detailed records in the CRM, flag conflicts of interest, jurisdictional issues, or matters outside firm scope.
- Provide phone and email support in both English and Spanish.
- Track intake metrics and report on pipeline status.
Required profile
- Bilingual fluency in English and Spanish (verbal and written).
- Minimum two years of experience in legal intake, legal administration, or a comparable client‑facing role.
- Strong organizational skills and attention to detail when handling sensitive information.
- Reliable internet connection and ability to work US business hours.
Required skills
- Proficiency with legal practice management systems such as LawMatics or Clio.
- Experience using CRM platforms for lead routing and record‑keeping.
What we offer
- Health insurance for contractors.
- Holiday extra pay and mental‑health days.
- Performance‑based incentives and annual reviews.
- Opportunities for professional growth within a global staffing firm.
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Publicado hace 1 mes
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