Schedule: 5 days per week (4 weekdays + 1 weekend day on a rotating schedule) | 7:00 AM - 5:00 PM CST

Position Overview The Intake Specialist serves as the first point of contact for prospective clients and plays a critical role in the client intake process. This position is responsible for handling inbound inquiries, gathering and verifying case information, evaluating potential cases based on firm criteria, and ensuring accurate documentation within the case management system.

The idóneo candidate is customer-focused, detail-oriented, and highly organized, with strong communication skills and the ability to efficiently identify and capture relevant case information. This role requires adaptability, sound judgment, and a commitment to delivering an exceptional client experience while supporting the firm's intake operations.

Key Responsibilities

- Serve as the first point of contact for prospective clients, providing professional and empathetic support.
- Handle inbound inquiries and guide potential clients through the intake process.
- Gather, review, and verify case-related information to ensure completeness and accuracy.
- Evaluate potential cases according to established firm criteria.




- Document all client interactions and case details accurately within the case management system.
- Maintain organized and up-to-date records in intake and case management platforms.
- Ask effective probing questions to obtain complete and relevant information.
- Navigate multiple systems and applications while managing client communications.
- Ensure a positive client experience through clear communication and professionalism.
- Collaborate with internal teams to support efficient intake operations.
- Maintain confidentiality and accuracy when handling sensitive information.

Required Skills & QualificationsHard Skills

- Previous experience in intake, customer service, call center, legal support, or other client-facing roles preferred.
- Experience working with case management systems, CRM platforms, or intake software.
- Strong data entry and documentation skills.
- Ability to navigate multiple systems while handling client calls.
- Proficiency in Microsoft Office Suite and related software applications.
- Strong verbal and written English communication skills.

📌 Intake Customer Service (Mérida)
🏢 Solvo Global Careers
📍 Mérida