05 ago
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SOLVO GLOBAL
|
Mérida
05 ago
SOLVO GLOBAL
Mérida
We are seeking a detail‐oriented and client‐focused Intake Specialist to serve as the first point of contact for prospective clients.This role plays a critical part in our firm's growth by managing inbound and outbound communications, qualifying leads, and guiding potential clients through the retainer process.The adecuado candidate has strong communication skills, legal intake experience, and the ability to manage sensitive information with professionalism and empathy.Key ResponsibilitiesHandle inbound and outbound calls, messages, and follow‐ups with prospective clientsConduct structured legal intake interviews to gather accurate personal and case‐related informationQualify leads based on firm‐defined criteria and intake guidelinesAccurately document all client information in the CRM or case management systemsRequired Skills & QualificationsFluency in English and Spanish (spoken and written)Previous experience in legal intake, legal support,
or a client‐facing legal environmentBasic to intermediate understanding of legal concepts and intake workflowsStrong communication, active listening, and interpersonal skillsHigh attention to detail and accuracy in data entryAbility to manage multiple cases and priorities effectivelyComfortable working with CRMs, intake systems, and documentation toolsWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.These tools assist our recruitment team but do not replace human judgment.Final hiring decisions are ultimately made by humans.If you would like more information about how your data is processed, please contact us.
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📌 Bilingual Administrative Assistant (Mérida)
🏢 SOLVO GLOBAL
📍 Mérida