Bilingual Client Relations and Intake Coordinator
Core
First point of contact for prospective and existing clients navigating legal matters, guiding them through intake, consultations, and administrative processes.
Role type
Bilingual Client Relations and Intake Coordinator
Builds
Client intake records, consultation schedules, and case management data for legal teams
Domain
Legal services / Immigration
Deliverable
client delivery
Required skills
Bilingual communication (English/Spanish), CRM management, client scheduling, payment processing, document generation, active listening, time management, confidentiality
Preferred skills
Immigration law familiarity, DocketWise/LawPay/Grasshopper/Calendly experience, AI transcription tool usage, high-stress situation handling
Technologies
CRM systems, Calendly, LawPay, DocketWise, Grasshopper, Ruby Receptionist, Google Workspace, AI transcription tools
Responsibilities
Conduct initial immigration intakes and gather client information, schedule consultations and appointments, manage urgent inbound calls, communicate case updates to clients, document and maintain intake information for attorney review, generate proposals and agreements, collect consultation fees
Seniority
Individual Contributor, operational support
