Position: Legal Intaker
Firm: Solano Immigration Law Firm
Type: Full Time

Position Overview

The Legal Intaker is the first point of contact for potential clients, responsible for gathering essential information and securing a consultation to determine case eligibility. This role is crucial in ensuring a seamless client intake experience while maintaining professionalism and empathy.

Key Responsibilities

• Engage with potential clients to assess their immigration needs and eligibility.
• Conduct intake calls, gather necessary documentation, and enter data into the CRM system.
• Maintain a welcoming and client-friendly tone during all interactions.
• Follow up with leads and schedule consultations with attorneys.
• Work collaboratively with attorneys, legal assistants, and other departments to ensure a smooth onboarding process.
• Uphold client confidentiality and professionalism in all communications.

Qualifications

• Fluent in English and Spanish.
• Strong interpersonal and communication skills.
• Experience in a client-facing role preferred.
• Ability to handle sensitive information with discretion.
• Proficiency in CRM systems and Microsoft Office Suite.