Bilingual Law Firm Intake Specialist in Miami, Florida at Elderly Care Law Firm

Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

$39,500 - $43,500 yearly

• Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
• Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
• Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
• Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files

• Skilled with Microsoft Office, especially Microsoft Excel
• Strong computer and data entry skills
• High school diploma or equivalent needed, while a Bachelor’s degree is desired
• Previous experience with CRM and case management software desired
• Customer service or sales experience a plus

• Fully bilingual in English and Spanish (spoken and written).

We are a South Florida Elder Law and Estate Planning firm dedicated to helping families feel supported, understood, and cared for during some of life’s most important decisions. Every day, we help people protect what they have built, plan for the future with confidence, and take care of the people they love most.

Our work is guided by positivity, attentive communication, initiative, dependability, and service-mindedness. These values shape how we treat clients and how we work together. We stay positive, communicate clearly, take initiative, follow through, and focus on serving others well.

We believe great lawyering is about connection as much as knowledge. We listen, explain things simply, and help clients feel confident in their decisions.

We also educate our community through seminars, webinars, workshops, and media, helping families understand their options early so they can plan with peace of mind.

We are a warm, supportive team doing meaningful work that truly helps people.