Intake Specialist- Fluent in Spanish

Job Summary:

Above all, the ideal candidate will have an outgoing, friendly, and genuinely caring attitude for others as well as a desire to learn and excel in this position. Our clients and potential new clients need a friendly, outgoing individual who can understand and decipher their needs. This candidate must be customer service-oriented, with extremely strong attention to detail, and have the aptitude to screen potential client calls accurately. They will have exceptional communication and organizational skills, be self-motivated, and able to multitask. The intake specialist plays a crucial role in the initial stages of client engagement by gathering and evaluating information to determine the viability of potential cases. This person must be able to report to work in a timely, dependable, and reliable manner.

Responsibilities

• Speak with potential clients with empathy and compassion.
• Identify potential clients and evaluate the legal merits of personal injury cases, employment, etc.
• Identify cases that fall outside the law firm's practice areas or require specialized expertise.
• Provide clear and concise explanations of the law firm's intake process, legal services offered, and potential next steps to potential clients.
• Send and maintain intake forms, as well as persistently monitor all potential new client inquiries (via telephone, internet, e-mail)
• Record all client information, inquiries, and case details in a centralized database or case management system.
• Coordinate and schedule consultations or meetings between potential clients and attorneys or legal staff.
• Follow up and maintain contact with pending inquiries.
• Update "pipeline" of potential new clients, schedule consultations as required.
• Assist existing clients by directing traffic to the appropriate department or answering questions.
• Manage, organize, and maintain documents in electronic case management, database, and filing systems.
• Assist legal staff with administrative tasks related to opening new cases and maintaining documents related to litigation.
• Perform other administrative work like typing, proofreading, and transcription.
• Back up receptionist

Requirements

• Excellent verbal and written communication skills and professional demeanor
• Detail-oriented and highly organized
• Preferred strong knowledge of OneDrive System (including the Microsoft Office Programs of Word, Excel, and Outlook)
• Knowledge of Litify case management software or other CRM is a plus.
• Customer service: 1 year (Preferred)
• Ability to prioritize workload and assignments.
• Ability to work independently, manage workload, and meet deadlines without extensive guidance.
• Applicable knowledge of the legal field, including motions, discovery, evidence, litigation documentation, etc. beneficial
• Strong writing and communication skills along with attention to detail
• Fluent in Spanish; knowledge of legal terms a plus
• Ability to follow office direction and procedures.
• Excellent interpersonal skills
• Punctual with strong attendance history
• Clean and professional dress appearance at all times

Benefits

• Medical, Dental & Vision benefits
• 401K
• Sick & Vacation
• Paid Holidays

Work Environment

• Location: Sacramento, CA
• On-site
• Great work/life balance
• Pay dependent upon experience

Job Type: Full-time

Language:

• Spanish (Required)

Ability to Commute:

• Sacramento, CA 95825 (Required)