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 idóneo candidate has strong communication skills, legal intake experience, and the ability to manage sensitive information with professionalism and empathy.

Key Responsibilities

Handle inbound and outbound calls, messages, and follow‑ups with prospective clients
Conduct structured legal intake interviews to gather accurate personal and case‑related information
Qualify leads based on firm‑defined criteria and intake guidelines

Accurately document all client information in the CRM or case management systems

Required Skills & Qualifications

Fluency in English and Spanish (spoken and written)
Previous experience in legal intake, legal support,



or a client‑facing legal environment
Basic to intermediate understanding of legal concepts and intake workflows
Strong communication, active listening, and interpersonal skills
High attention to detail and accuracy in data entry Ability to manage multiple cases and priorities effectively

Comfortable working with CRMs, intake systems, and documentation tools

We 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