Bilingual Legal Intake Specialist (Costa Rica)

Staff Outsource Solutions • San Jose, CA

16d • Remote

About The Position

This is a remote position. We are looking for a Bilingual Intake Specialist to be the first point of contact for potential clients. The ideal candidate is professional, empathetic, and detail-oriented, with the ability to communicate fluently in Spanish and English. You will play a key role in assessing client needs, gathering case information, and ensuring smooth case onboarding.

Requirements

• Bilingual fluency in English and Spanish
• Prior experience in a law firm, customer service, or intake role is a plus.
• Excellent communication, active listening, and interpersonal skills.
• Strong attention to detail and ability to multitask in a fast-paced environment.
• Proficiency in Microsoft Office and client management software.
• Ability to handle sensitive information with professionalism and discretion

Nice To Haves

• Prior experience in a law firm, customer service, or intake role is a plus.

Responsibilities

• Conduct outbound calling and answer incoming calls, emails, and online inquiries from potential clients.
• Conduct initial client interviews to gather necessary case details.
• Assess case eligibility based on firm criteria and schedule consultations.
• Maintain accurate and organized client records in the CRM system.
• Provide general information about legal services while maintaining confidentiality.
• Follow up with potential clients to ensure a smooth intake process.
• Collaborate with attorneys and legal staff to streamline case onboarding.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed