Intake Specialist

hace 3 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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