Legal Intake Specialist

Overview

Legal Intake Specialist Jobs in Latin America at AbroadWorks

Title: Legal Intake Specialist

Company: AbroadWorks

Location: Latin America

Job Title: Legal Intake Specialist

Location: Fully Remote, Latin America

Rate: $5 – $8 per hour based on skills and relevant experience

Schedule: Full-Time, U.S. Eastern Time business hours

Job Type: Full-Time

Job Description

We are seeking a compassionate, detail-oriented, and highly organized Legal Intake Specialist to serve as the first point of contact for prospective clients contacting the firm. This role is responsible for conducting structured legal intake interviews, gathering accurate case information, qualifying potential matters, and ensuring each inquiry is documented and routed appropriately.

Requirements

• Excellent spoken and written English communication skills with a professional and confident phone presence.
• Strong verbal communication skills with the ability to build rapport and communicate effectively during sensitive conversations.
• High level of empathy, emotional intelligence, and professionalism when assisting individuals experiencing difficult situations.
• Strong attention to detail with the ability to accurately document complex information.
• Ability to follow scripts and established procedures while adapting naturally to each conversation.
• Strong critical thinking skills with the ability to ask relevant follow-up questions and gather complete case information.
• Comfort handling emotionally sensitive or difficult conversations with patience and professionalism.
• Excellent organizational skills with the ability to manage multiple cases and priorities efficiently.
• Reliable internet connection, backup power solution, and professional home office setup.
• Availability to work full-time during U.S. Eastern Time business hours.

Preferences

• Previous experience working for a law firm.
• Familiarity with legal case management systems or CRM platforms, particularly Lead Docket, is a plus.
• Ability to communicate in Spanish is highly preferred but not required.
• Experience in legal intake, client intake, or case qualification.
• Background in employment law, plaintiff-side law, or related legal practice areas.
• Experience in customer service, consultative sales, call center, or client-facing roles involving high-volume phone communication.
• Experience evaluating, qualifying, or routing prospective client inquiries.
• Experience responding to customer or client inquiries through social media platforms in a professional and timely manner.

Responsibilities

• Serve as the first point of contact for prospective clients contacting the firm and provide a professional, compassionate, and supportive first impression.
• Communicate with callers experiencing workplace disputes or other sensitive employment-related issues while demonstrating empathy, patience, and professionalism.
• Explain the firm's services, intake process, and next steps clearly while building trust and maintaining appropriate professional boundaries.
• Conduct structured intake interviews using firm-approved scripts while maintaining a natural and conversational approach.
• Ask thoughtful follow-up questions to gather complete information based on each caller's employment matter.
• Accurately document employment history, alleged misconduct, timelines, employment actions, potential damages, and other relevant case details within the firm's case management system.
• Perform an initial assessment of whether potential matters may meet legal thresholds under U.S. and New York employment law.
• Evaluate potential cases based on liability, jurisdiction, damages, and overall case viability.
• Distinguish between legally actionable matters and non-viable inquiries while categorizing leads for attorney review, additional evaluation, referral, or non-pursuit.
• Identify matters outside the firm's practice areas or jurisdiction and coordinate referrals to appropriate partner firms.
• Maintain accurate documentation of referral information and ensure proper case handoff when applicable.
• Maintain a high level of accuracy in data entry, documentation, and case records.
• Follow firm procedures, confidentiality requirements, and quality standards throughout every client interaction.
• Manage a high volume of inbound calls efficiently while maintaining professionalism, empathy, and attention to detail.
• Handle approximately 30–50 inbound calls per day while delivering a high-quality client experience.

Successful candidates for this role are expected to possess the following attributes:

• Must have excellent English communication skills.
• Has the ability to complete projects in a timely manner and quickly adjust to changing circumstances and embrace new technologies, processes, or methods.
• Great logical and verbal reasoning skills.
• Exceptionally detail-oriented.
• Exceptional problem-solving and information-processing skills.
• Ability to think outside the box.
• A great work ethic and interest in learning new concepts and growing with the job.
• Ability to work both independently and as part of a team.
• Must have their own work device (preferably a desktop or laptop) and a stable internet connection.
• Must be comfortable with using a time-tracking software for payroll purposes.
• Must be willing to undergo a background verification check during the final stages of the hiring process.

Successful candidates for this role will be rewarded with the following benefits:

• A total of five paid vacation days per year (additional days can be taken unpaid).
• A 5% raise per year guaranteed (additional raises or bonuses may be given for outstanding performance).
• A paid 15-minute break for every 4 hours of work