Legal Intake Specialist (Bilingual)

The Job
We are seeking a detail-oriented Legal Intake Specialist to join our dynamic and fast-growing law firm. In this role, you will review incoming litigation documents, verify case eligibility, update client information in our systems, and coordinate communication between attorneys, courts, vendors, and internal teams. This position plays a critical role in ensuring litigation matters are accurately documented and efficiently processed.

Your Impact on Our Mission

As a Legal Intake Specialist, you play a key role in the early stages of the litigation process. Your attention to detail ensures incoming legal documents are properly reviewed, documented, and evaluated for eligibility. By maintaining accurate records and coordinating communication between internal teams, courts, and vendors, you help ensure matters are routed efficiently to the appropriate attorneys and staff. Your work creates a strong foundation for every case and is essential to delivering the exceptional service our firm prides itself on.

Why Join Our Firm?

We’re not just a law firm we’re a team that’s dedicated to both professional growth and having fun along the way. With over 150 employees and 17 years of success, we are growing faster than ever. You’ll be empowered to develop your skills and take on new challenges, all while being a valued part of a supportive team that knows how to balance hard work with a positive, enjoyable atmosphere. If you're looking to make a real impact and grow your career while being part of an exciting, problem-solving team, we’d love to hear from you.

Please note that the office is a smoke free office on a smoke free campus. If you smoke or vape, this might present significant challenges.

General Job Description: Responsible for reviewing and processing new client referrals and account enrollments received from vendors, clients, and internal teams with the highest levels of efficiency and attention to detail. Serves as a liaison for intake and communication-related matters between the law firm, clients, vendors, attorneys, and internal departments. Responsible for reviewing client documentation, verifying eligibility for legal services, and providing updates in the firm’s case management and CRM systems to ensure client intake activity, documentation received, and case status information are accurately recorded.

Role in Mission: The primary person responsible for ensuring accurate intake, review, and processing of litigation referrals and documentation for existing clients, ensuring that all matters are properly documented in the firm’s systems and routed to the appropriate teams for further handling based on eligibility.

Key Specific Duties:

• Receive and review litigation referrals and intake documentation from vendors and clients.
• Review legal documents to ensure they are legible, complete, and contain the necessary information for processing.
• Verify client eligibility for legal services based on firm and contract guidelines.
• Enter and maintain accurate client, creditor, and case information in the firm’s CRM and case management systems.
• Upload and organize all client documents, including contracts, powers of attorney, and litigation notices, within the client’s electronic file.
• Review and process litigation notices, summons, complaints, and related legal documents received at intake.
• Contact vendors, clients, or courts to obtain missing or incomplete documentation when necessary.
• Create and assign workflow tasks in the CRM to ensure matters are routed to the appropriate team members for next steps.
• Monitor intake queues and shared inboxes to ensure referrals and communications are processed within established timelines.
• Coordinate with internal teams when matters require escalation, reassignment, or additional review.

How success is measured:

• Ability to efficiently manage a high volume of litigation referrals and documentation.
• Ability to review legal documents and identify missing or incomplete information.
• Ability to accurately determine eligibility for legal services based on firm guidelines.
• Ability to maintain high levels of data accuracy within the firm’s CRM and client files.
• Ability to stay organized and manage competing priorities in a fast-paced environment.
• Ability to manage shared inboxes and ensure communications are addressed promptly.
• Ability to collaborate effectively with internal teams while maintaining a positive and professional attitude.

Desired Skills:

• Bilingual in English and Spanish is strongly preferred.
• Strong attention to detail and accuracy when reviewing legal documentation and entering data.
• Highly organized with the ability to manage multiple matters and priorities simultaneously.
• Strong time management skills and ability to meet deadlines in a fast-paced environment.
• Ability to multitask, follow up on outstanding items, and track the status of incoming matters.
• Proficiency with Microsoft Office, spreadsheets, and CRM or case management systems.
• Interest in or experience working in a legal, compliance, or professional services environment.
• Experience in the debt settlement or consumer advocacy industry is a plus.

IMPORTANT LEGAL MUMBO-JUMBO

We are an equal-opportunity employer, meaning that we do not discriminate in favor of or against anyone based on age, race, religion, gender, ethnicity or any other legally protected class. Job description, duties, and hours are subject to change. This is an at-will position.

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Vision insurance

Application Question(s):

• Do you have experience reviewing legal documents such as summons, complaints, court notices, or contracts?
• Are you fluent in both English and Spanish?
• Do you have experience working in a law firm or professional office environment?

Work Location: In person

Salary : $18