Bilingual Legal Intake Specialist

April 17

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CoreBridge Solutions

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CoreBridge Solutions is a pioneering company specializing in the future of legal outsourcing through the integration of advanced AI solutions. They are dedicated to setting new industry standards by delivering tailored and exceptional legal services specifically designed for mid-sized law firms. Committed to excellence and innovation, CoreBridge Solutions focuses on propelling firms forward with data-driven strategies that foster sustainable success and precision in legal practices.

Staffing • Outsourcing • Legal Services

11 - 50 employees

Founded 2023

🤖 Artificial Intelligence

☁️ SaaS

📋 Description

• Conduct intake interviews with potential clients, collecting case details and necessary documentation. • Serve as the first point of contact for potential clients, providing a welcoming and professional introduction to the firm. • Assess the viability of new client inquiries to determine alignment with the firm’s expertise. • Accurately input client data, case notes, and documentation into the firm’s case management system. • Schedule consultations and follow up on client inquiries to ensure efficient communication. • Educate potential clients about the firm’s services, ensuring they feel supported and valued. • Maintain, organize, and manage all electronic client files, ensuring data is current, accurate, and properly stored. • Implement and adhere to file retention policies, archiving and retrieving records as necessary. • Ensure all documents are correctly uploaded, labeled, and accessible for team members. • Conduct regular audits of the electronic filing system to maintain consistency and data integrity. • Support staff in accessing and using the electronic filing system as needed.

🎯 Requirements

• 2+ years of experience in client intake in the legal field, administrative support, or file management. • Strong interpersonal and communication skills with the ability to handle sensitive client matters with professionalism and confidentiality. • Proficiency with electronic filing systems and case management software. • Excellent organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously. • Ability to work independently and collaboratively in a team environment

🏖️ Benefits

• Performance-related bonuses celebrating significant milestones. • Fully remote work flexibility, allowing you to work from anywhere in Colombia. • Professional development opportunities in legal and administrative management. • Commitment to maintaining a healthy work-life balance with a 40-hour workweek.