Intake Specialist

hace 2 semanas

Guadalajara, México Neostella A tiempo completo

**Key Responsibilities**:

- Information Gathering: Conduct initial consultations with clients to gather detailed information about their legal issues and determine their eligibility for services.
- Case Documentation: Accurately document and maintain client information in the firm’s case management system; create and manage client files.
- Collaboration: Coordinate with attorneys and case managers to ensure a smooth transition of new cases and facilitate timely follow-ups.
- Appointment Scheduling: Schedule consultations and meetings for clients with legal staff while ensuring effective use of attorneys’ calendars.
- Client Communication: Provide information to clients regarding the legal process, expectations, and next steps in a clear and concise manner.
- Data Management: Regularly update and manage internal databases to track inquiries, appointments, and conversions of potential clients.
- Adherence to Policy: Ensure compliance with firm policies and procedures, including confidentiality requirements.

**Requirements**:

- Minimum of 1-2 years of experience in customer service or administrative roles, preferably in a legal environment.
- Excellent verbal and written communication skills, with the ability to engage with clients professionally.
- Strong organization skills and attention to detail to accurately capture client information.
- Competence in Microsoft Office Suite or Google Suite.
- Ability to handle sensitive situations with empathy and professionalism.
- Must be able to work independently and as part of a collaborative team.
- B2 level of English or better is required.

**Benefits

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