Intake Specialist & Paralegal (Job ID: TIMTIA1)
📌 JOB TITLE: Intake Specialist & Paralegal
🆔 JOB ID: TIMTIA1
⚖️ INDUSTRY: Legal
🌎 LOCATION: LATAM
💼 JOB STATUS: Full Time
🕘 WORK SCHEDULE: Monday to Friday, 9:00 AM to 5:00 PM (EST)
💰 SALARY: $8 to $10 per hour
🚀 TARGET START DATE: ASAP
✨ ROLE OVERVIEW
🏛️ About the Client
A client-focused legal practice with over 15 years of experience serving individuals, families, and small businesses
Specializes in Estate Planning, Trusts, Wills, and Business Law
Committed to redefining the legal experience—moving away from “stuffy” traditional methods toward a more approachable and supportive model
Leverages technology and flexibility to meet clients where they are, including weekend availability and guidance beyond legal complexities
Mission-driven to act as a trusted advisor, ensuring every client feels respected, understood, and empowered to protect their legacy and business interests
💼 About the Role
Seeking a high-level, bilingual Intake Specialist & Paralegal to join a growing team
Serve as the first point of contact, playing a key role in client experience and case qualification
Responsible for screening potential cases, managing the attorney’s calendar, and delivering compassionate client support
Ideal candidate is a proactive, fast-thinking professional with strong English and Spanish fluency
Opportunity to go beyond administrative tasks and contribute meaningfully to firm operations
🔑 Key Responsibilities
📞 Lead Intake & Screening:
Act as the primary gatekeeper for incoming calls
Filter inquiries based on alignment with Trusts, Estate Planning, and Probate
🧾 Client Consultation:
Clearly explain the firm’s services
Assess eligibility (“we can help you” vs. “we cannot help you”)
Provide recommendations aligned with firm protocols
📅 Calendar Management:
Schedule attorney appointments
Manage follow-ups to ensure no client or lead is left waiting
🌐 Bilingual Communication:
Deliver seamless support for Spanish-speaking clients
Maintain clear, professional, and empathetic communication
📂 Paralegal Support:
Assist with drafting legal documents
Manage intake paperwork and maintain detailed client records
⚙️ Administrative Coordination:
Utilize remote servers and Zoom Phone/VOIP systems
Ensure efficient workflow and task management
🎯 Qualifications & Skills
🗣️ Language:
Native or professional fluency in English and Spanish (written and verbal) is strictly required
📚 Experience:
Background as a Legal Assistant, Paralegal, or Intake Specialist preferred
Experience in Estate Planning or Probate is a strong advantage
💻 Technical Proficiency:
Comfortable in a remote work environment
Familiar with VPNs, remote desktops, and digital phone systems
🧠 Soft Skills:
High emotional intelligence
Strong critical thinking and proactive problem-solving
Professional and confident phone presence
📈 Commitment:
Seeking a long-term opportunity with growth potential within the firm