Bilingual Intake Specialist (Global)

What you’ll do

• Client Intake Calls: Answer 5-10+ daily inbound calls, follow the structured questionnaire, and complete intake forms with accuracy.
• Case Transfer: Submit completed forms into the system and smoothly transfer qualified calls to Attorney Batista.
• Clerical Support: Perform document collection, appointment scheduling, and secondary case write-ups as part of the bankruptcy filing process.
• Follow-Up Coordination: Check in with potential and current clients, ensuring required documents are received and appointments are confirmed.
• Bilingual Advantage: Communicate effectively with English and Spanish-speaking clients when applicable.
• Collaboration: Support the attorney and virtual paralegal by providing accurate intake data that drives case strategy.

What we’re looking for

• Customer Service Background: Prior intake, call center, or customer service experience is strongly preferred.
• Detail-Oriented & Accurate: Ability to capture client information precisely—small errors can impact case outcomes.
• Strong Communicator: Professional, clear, and empathetic phone manner.
• Tech-Savvy: Comfortable using digital forms, Zoom, and basic office software.
• Language Skills: English fluency required; Spanish proficiency is a MUST.
• Adaptability: Ability to manage downtime productively with clerical tasks.
• Legal/Bankruptcy Knowledge: Not required, but prior legal, medical billing, or administrative support experience is beneficial.

Why you should work here

• Hands-On Training: Shadow Attorney Batista and receive mentorship in client interaction and bankruptcy process fundamentals.
• Impactful Work: Play a key role in helping people facing serious financial stress find relief and hope.
• Professional Development: Access to Crisp Academy training modules for six months to strengthen skills and knowledge.
• Growth Potential: As the firm expands, strong performers will have opportunities for increased responsibility.