Bilingual Intake and Scheduling Specialist

• Coordinate with attorneys, paralegals, and staff regarding prospective client inquiries
• Collect and process consultation payments, including credit card payments
• Support a positive client experience from the initial call through the scheduled consultation
• Follow up with prospective clients throughout the intake process
• Maintain confidentiality when handling client information, documentation, and payment details
• Distinguish prospective clients from current clients and route current client matters appropriately
• Document calls, follow-up activities, payments, and consultation details accurately
• Confirm consultation details and provide scheduling information
• Schedule paid consultations based on attorney availability
• Request, organize, and follow up on required client documents
• Maintain intake information and client records in Clio
• Make callers feel comfortable discussing personal or sensitive circumstances
• Ask intake questions to understand prospective clients’ needs
• Explain the initial intake and consultation process
• Complete intake forms and gather relevant information
• Return calls to potential clients
• Answer a high volume of inbound calls professionally

• Full time remote position
• Monday through Friday
• Working hours are 8:00 a.m. to 5:00 p.m. CST
• Bilingual fluency in English and Spanish is required
• Previous customer service, intake, call center, or legal support experience is preferred
• Experience working in immigration law is appreciated but not mandatory
• Familiarity with immigration terminology is appreciated but not mandatory
• Experience using Clio is preferred
• Comfortable using a Voice over Internet Protocol phone system
• Comfortable managing a high volume of inbound and outbound calls
• Experience scheduling appointments and consultations
• Experience requesting, collecting, and organizing client documentation
• Comfortable processing credit card payments and handling payment information professionally
• Reliable internet connection and a professional remote workspace are required
• Availability to begin the role within the standard placement timeline
• Professional verbal and written communication
• Client intake and information gathering
• High volume call management
• Customer service
• Consultation scheduling
• Payment processing
• Document collection and follow up
• Data entry and record maintenance
• Clio case management software
• Voice over Internet Protocol phone systems
• Professional discretion when handling confidential information

• Remote work
• Full-time schedule
• Monday through Friday work schedule