Legal Intake Specialist - Ally

Activate Talent

Colombia, Colombia
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Manage inbound inquiries
Convert potential clients
Gather key case details
** Activate Talent is looking for a proactive Legal Intake Specialist to effectively manage inquiries from potential clients and convert them into signed cases. The ideal candidate should possess strong communication skills, be highly organized, and have experience in legal intake or customer service, preferably in a bilingual setting. **

Job Summary

  • This role serves as the first point of contact for prospective clients and plays a critical role in capturing case information, qualifying leads, and ensuring a smooth intake experience.
  • Responsibilities include answering inbound calls, website inquiries, and chat messages, screening potential clients, gathering key case details, and conducting conflict checks.
  • The ideal candidate is highly organized, communicates with empathy and professionalism, and can efficiently guide prospective clients through the intake process.

Matching Summary

Match Score: 75

** Activate Talent is looking for a proactive Legal Intake Specialist to effectively manage inquiries from potential clients and convert them into signed cases. The ideal candidate should possess strong communication skills, be highly organized, and have experience in legal intake or customer service, preferably in a bilingual setting. **

Skills & Requirements

Must-have

  • Manage inbound inquiries
  • Convert potential clients
  • Gather key case details
  • Conduct conflict checks
  • Handle sensitive client information
  • Bilingual English and Spanish proficiency

Nice-to-have

  • Communicate with empathy and professionalism
  • Support attorneys with accurate information
  • Maximize conversion opportunities

Key Requirements

  • Prior experience in legal intake
  • Experience in customer service
  • Experience in client support roles
  • Experience working with law firms
  • Familiarity with legal case management or CRM systems
  • Experience handling inbound phone-based client inquiries

Work Rights

Not specified

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