• Job Description

  Req#: 589087
  Description
  
  Bilingual Intake Specialist (English / Korean Required) (REMOTE available)
  
  Our rapidly growing law practice is seeking a full-time or part-time Intake Specialist to join our team! You will handle inbound leads, qualify and schedule consultations, conduct follow-ups, and support the client retention process - all while maintaining accurate records and following established internal procedures.
  
  You will work closely with the Intake Lead and attorneys in a fast-paced, detail-oriented environment. We'll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!
  
  Responsibilities
  • Handle inbound leads via phone, email, and web form - qualify, log, and follow up promptly
  • Schedule consultations between prospective clients and attorneys
  • Conduct post-consultation follow-up calls to support the client retention process
  • Enter and maintain accurate lead records in the firm's CRM system (training provided)
  • Tag and document all calls and update lead status after each interaction
  • Organize and save consultation notes; share with the legal team when a case is opened
  • Ensure all client communication is documented in writing through the appropriate channels
  • Follow internal intake procedures consistently and check in when something is unclear
  
  Qualifications
  • Fluent in English and Korean - both written and spoken
  • Customer service or client-facing experience (retail, sales, hospitality, or similar)
  • Outstanding communication skills, both written and oral
  • Ability to effectively work with all levels of personnel within the organization and external clients
  • Strong attention to detail and ability to follow multi-step processes accurately
  • Organized, able to manage and prioritize multiple tasks at once
  • Reliable and accountable - takes ownership and follows through
  • Comfortable following established procedures and asking questions before acting independently
  • Proficiency in Microsoft Office (Outlook, Word); experience with Microsoft Teams is a plus
  
  Nice to Have:
  • Familiarity with CRM or case management tools
  • Experience in a legal or professional services environment
  • Customer Service/Call center experience
  
  Benefit: After 3-month Probationary Period
  • Health, Dental & Vision Insurance
  • PTO
  • 401(k) and company match of 4%
  • Professional development assistance

• About the company

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