Intake Specialist

Are you passionate about making a tangible difference in people’s lives? In Pacifica Continental, we are looking for an Intake Specialist. Join our team and be the guiding force for our clients as they navigate their legal journey. Role 100% onsite (Vte. Lopez). Working hours: 10am to 19hs + some Saturdays. Responsibilities Client Intake: Interact with potential clients and gather necessary information during the initial intake process. Conduct interviews, ask relevant questions, and collect key details about potential cases. Case Assessment: Evaluate potential cases based on predetermined criteria and guidelines. Analyze the facts presented by potential clients and assess the viability and merits of the cases. Documentation and Record-Keeping: Accurately document client information, case details, and any other relevant data in the firm's case management system or intake software. Maintain organized and up-to-date records of potential cases. Communication and Follow-up: Communicate with potential clients to gather additional information, clarify details, and provide updates on the status of their case assessments. Ensure timely and professional communication to maintain client satisfaction. Legal Research: Conduct basic legal research to gather information related to potential cases. Identify relevant legal issues, statutes, and regulations that may impact the viability of the cases. Referral Management: Assess potential cases that may fall outside the firm's practice areas of expertise. Provide appropriate referrals to other attorneys or legal professionals when necessary. Client Education: Explain the firm's services, legal processes, and potential outcomes to potential clients. Educate them on the general principles of law that may apply to their cases, while emphasizing that legal advice can only be provided by an attorney. Data Management: Ensure the accuracy and completeness of client data and case information. Adhere to data protection and confidentiality protocols when handling sensitive client information. Collaboration with Attorneys and Legal Staff: Collaborate with attorneys, paralegals, and other legal staff to discuss potential cases and seek guidance on case assessments. Seek input from legal professionals to make informed decisions. Process Improvement: Identify opportunities to streamline the client intake process and suggest improvements. Provide feedback to management on any challenges or areas for enhancement in the pre-intake phase. Qualifications Bilingual English/Spanish. Bachelor's degree in Law. Previous experience in customer service, support, or a related field is an advantage. Ability to analyze situations, identify problems, and propose effective solutions. Excellent verbal and written communication skills. Ability to convey complex information in a clear and understandable manner. Strong empathy and understanding of customer needs and concerns. Flexibility to adapt to changing customer needs and business priorities. Ability to collaborate with cross-functional teams to achieve common goals. Familiarity with customer service software, CRM systems, and other relevant tools. Dedication to providing exceptional customer service and creating positive customer experiences. Patience in dealing with challenging customer situations and resilience in handling high-pressure scenarios. Willingness to learn and adapt to new technologies, products, and industry trends. If you’re committed to excellent client service and want to make a real impact, we invite you to apply for this rewarding opportunity. Powered by JazzHR #J-18808-Ljbffr