Position: Legal Intake Agent

Location: Merida or Chihuahua ; HybridEmployment
Type: Full-timeExperience Level: 2+ YearsSchedule:

During-The-Week Position:
Monday through Friday, 8:00 AM - 5:00 PM (Denver, CO time), with 2 days of remote work (WFH).

Mixed Schedule Position:

- Wednesday through Friday: 12:00 PM - 9:00 PM (Denver, CO time)
- Saturday and Sunday: 8:00 AM - 5:00 PM or 9:00 AM - 6:00 PM (Denver, CO time)
- Includes 2 WFH days, which would be Saturday and Sunday.

Language Requirement: Bilingual English & Spanish Required
Education Requirement: High School Diploma or Equivalent

ROLE OVERVIEW The Legal Intake Agent serves as the first point of contact for prospective clients and plays a critical role in the firm's growth by converting qualified leads into signed clients. This position combines consultative sales, client intake, relationship building, and case qualification within a fast-paced legal environment. The idóneo candidate is highly persuasive, empathetic, and results-driven, with proven experience in intake, sales, or high-volume phone-based roles. Success in this position requires strong communication skills, attention to detail, excellent follow-up habits, and the ability to build trust quickly while guiding potential clients through the intake process.KEY RESPONSIBILITIES Lead

Qualification & Client Intake

· Respond promptly to inbound calls, web inquiries, and prospective client leads.

· Conduct comprehensive intake interviews using established qualification processes and scripts.

· Gather accurate case information while maintaining a conversational and client-centered approach.

· Identify qualifying factors, potential concerns, and case-related red flags.





· Evaluate lead quality and determine appropriate next steps based on firm guidelines.

· Educate prospective clients regarding the legal intake process and case expectations.

Sales & Client Conversion

· Build trust and rapport quickly with prospective clients.

· Present the firm's services professionally and confidently.

· Guide qualified prospects through the engagement process and secure signed agreements.

· Utilize consultative sales techniques to maximize conversion opportunities.

· Maintain consistent follow-up through calls, emails, and text messages until a clear outcome is achieved.

· Meet or exceed established conversion, contact, and performance goals.

Case Coordination & Handoff

· Coordinate seamless transitions of qualified cases to attorneys and legal staff.

· Ensure all required case details and supporting information are properly documented.

· Communicate effectively with legal teams regarding case status and client expectations.

· Assist in maintaining a positive client experience throughout the intake process.

· Support operational workflows to ensure timely case review and assignment.

Documentation & Case Management

· Accurately document all communications, intake information, and follow-up activities.

· Maintain organized and complete records within the firm's case management systems.

· Ensure notes, client records, and case details are comprehensive and error-free.

· Update case statuses and intake workflows in accordance with firm procedures.

REQUIREMENTS Must Have:

· 2+ years of experience in Intake, Sales, Call Center Operations, Customer Service, Insurance, Medical Intake, Legal Intake, or a related high-volume phone environment.

· Bilingual proficiency in English and Spanish.
#Legal25

Job Type: Full-time

Work Location: In person

📌 Bilingual Intake Specialist (Mérida)
🏢 SOLVO GLOBAL
📍 Mérida