Bilingual legal intake specialist
A dedicated Spanish-English intake specialist who answers your new inquiries, asks your screening questions, books consultations and makes sure every lead has an owner and a next step.
Bilingual intake specialist
Full-time: 40 hours a week during your business hours.
- Spanish and English
- Works for your firm alone
- In your intake system and phone lines
- Evening or Saturday coverage +$200 a month
No setup fee. Month-to-month, 30 days’ notice.
What they handle
The front door of your firm, handled
Your intake specialist follows your scripts and your criteria. Your attorneys decide which cases the firm takes.
Answer and respond
Answers new-client calls, responds to web forms and texts during your hours, and calls back missed calls.
Screen
Asks your questions: what happened and when, injuries, employer or insurer, prior representation, and the names you need for a conflict check.
Book
Books consultations on your attorneys’ calendars and sends confirmations and reminders.
Follow up
Chases no-shows, sends the retainer documents your attorney approved, and collects the documents the case needs.
Record everything
Logs every inquiry in your system with its source, outcome and next step, so nothing is lost between shifts.
Serve Spanish speakers
Runs the whole conversation in Spanish when the caller prefers it, and keeps your notes in English.
Who we look for
Bilingual, calm on the phone, exact in the notes
We recruit for the things that decide whether a caller signs with your firm or the next one.
- Spanish and English in conversation, which you hear for yourself in the interview
- Experience answering calls for a law firm or a service business
- Accurate, complete notes in a CRM or case system
- Patience with callers who are injured, worried or upset
- Comfortable following a script and knowing when to hand a call to an attorney
Systems they work in
Your intake specialist works in the systems you already use. Tell us yours and we look for candidates who already know them.
- Lawmatics
- Clio Grow
- Filevine
- Litify
- CasePeer
- SmartAdvocate
- MyCase
- RingCentral
- Dialpad
- Zoom Phone
What stays with your attorneys
- Deciding whether the firm takes a case
- Telling a caller whether they have a claim, or what it is worth
- Any legal advice
Questions about this role
Can the intake specialist decide which cases we take?
No. They gather the facts using your criteria and route the inquiry. Your attorneys decide whether to take the case, and only an attorney gives legal advice.
What hours do they work?
A full-time seat is 40 hours a week during your business hours. Evening or Saturday coverage adds $200 a month. For longer hours, an intake pod of three seats is $7,195 a month.
Do bilingual staff cost more?
No. Spanish-English intake specialists are the standard for this role at the listed price.
Can they work with our call scripts and intake forms?
Yes. They work from your scripts, questions and forms in your system. If you don’t have scripts yet, tell us and we’ll talk through what good intake scripts cover.
What if we get more calls than one person can answer?
Add a second seat or move to an intake pod: three seats working as one team, with a lead-quality review, for $7,195 a month.
Tell us who you need. We’ll show you who’s available.
A short call covers the role, the hours, your software and your budget. You interview everyone before anyone starts, and you pay nothing until they do.