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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client intake processes, consultation scheduling, and payment processing while maintaining confidentiality and professionalism. Bilingual fluency in English and Spanish enhances communication with diverse clients.
Highest-signal resume keywords
Bilingual Fluency In English And SpanishClio Case Management SoftwareHigh Volume Call ManagementCustomer ServiceConsultation Scheduling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client IntakePayment ProcessingDocument CollectionData EntryInformation Gathering
Soft Skills
Professional CommunicationClient Relationship ManagementConfidentialityEmpathyOrganizational Skills
Tools & Technologies
Voice Over Internet Protocol Phone SystemsClio
Industry Keywords
Immigration LawIntake ProcessConsultationLegal SupportCall Center Experience
Tech Stack
Tools & technologiesVoIP
About the role
Key responsibilities & impact- Coordinate with attorneys, paralegals, and staff regarding prospective client inquiries
- Collect and process consultation payments, including credit card payments
- Support a positive client experience from the initial call through the scheduled consultation
- Follow up with prospective clients throughout the intake process
- Maintain confidentiality when handling client information, documentation, and payment details
- Distinguish prospective clients from current clients and route current client matters appropriately
- Document calls, follow-up activities, payments, and consultation details accurately
- Confirm consultation details and provide scheduling information
- Schedule paid consultations based on attorney availability
- Request, organize, and follow up on required client documents
- Maintain intake information and client records in Clio
- Make callers feel comfortable discussing personal or sensitive circumstances
- Ask intake questions to understand prospective clients’ needs
- Explain the initial intake and consultation process
- Complete intake forms and gather relevant information
- Return calls to potential clients
- Answer a high volume of inbound calls professionally
Requirements
What you’ll need- Full time remote position
- Monday through Friday
- Working hours are 8:00 a.m. to 5:00 p.m. CST
- Bilingual fluency in English and Spanish is required
- Previous customer service, intake, call center, or legal support experience is preferred
- Experience working in immigration law is appreciated but not mandatory
- Familiarity with immigration terminology is appreciated but not mandatory
- Experience using Clio is preferred
- Comfortable using a Voice over Internet Protocol phone system
- Comfortable managing a high volume of inbound and outbound calls
- Experience scheduling appointments and consultations
- Experience requesting, collecting, and organizing client documentation
- Comfortable processing credit card payments and handling payment information professionally
- Reliable internet connection and a professional remote workspace are required
- Availability to begin the role within the standard placement timeline
- Professional verbal and written communication
- Client intake and information gathering
- High volume call management
- Customer service
- Consultation scheduling
- Payment processing
- Document collection and follow up
- Data entry and record maintenance
- Clio case management software
- Voice over Internet Protocol phone systems
- Professional discretion when handling confidential information
Benefits
Comp & perks- Remote work
- Full-time schedule
- Monday through Friday work schedule
