Intake Specialist Remote

Distro
BogotáPosted 27 March 2026

Job Description

Job Title: Intake Specialist Job Description: The Intake Specialist will be the first point of contact for potential clients, responsible for gathering essential information, assessing client needs, and ensuring a smooth intake process. This role is crucial in helping our firm provide timely and effective legal assistance. Responsibilities: • Serve as the initial point of contact for potential clients via phone, email, and in-person inquiries. • Conduct thorough intake interviews to gather essential information about the client's financial situation and legal needs. • Assess the client's eligibility for bankruptcy and other debt relief options. • Schedule consultations with attorneys and ensure all necessary documentation is prepared and available. • Maintain accurate and organized records of client interactions and case details in the firm's case management system. • Provide clients with information about the bankruptcy process, required documentation, and next steps. • Follow up with potential clients to answer questions and provide additional information as needed. • Collaborate with attorneys and support staff to ensure a seamless client intake process. • Stay informed about changes in bankruptcy law and procedures to provide accurate information to clients. Skills and Qualifications: • High school diploma or equivalent; associate's or bachelor's degree in a related field preferred. • Previous experience in a legal setting USA, preferably in bankruptcy law, is highly desirable. • Strong understanding of bankruptcy law and procedures. • Excellent verbal and written communication skills. (English C1) • Ability to handle sensitive and confidential information with discretion. • Strong organizational skills and attention to detail. • Proficiency in using case management software and other office technology. • Compassionate and empathetic demeanor with the ability to build rapport with clients. • Ability to work independently and as part of a team. #SolvoGlobal #LI-PROMOTED #LI-Remote
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