Bilingual New Client Specialist

770GoodLaw - Norcross

Bilingual New Client Specialist

Remote,
Paid
  • Responsibilities

    Join 770GoodLaw as a Bilingual (English/Spanish) New Client Specialist and become the first point of contact for potential clients navigating one of the most stressful moments of their lives. In this fully remote role, you'll guide prospective clients through intake and onboarding — listening with empathy, explaining our services clearly, and earning their trust from the very first conversation. Your ability to connect with both English- and Spanish-speaking clients directly expands who we can serve and shapes their entire experience with our firm. This position requires full professional fluency in both English and Spanish — written and verbal. Only bilingual candidates will be considered. Responsibilities: Client Intake & Communication Serve as the first point of contact for new leads via phone, text, email, and website inquiries. Conduct initial intakes, gathering detailed accident, injury, employment, and insurance information. Clearly explain 770GoodLaw's services, process, and next steps with empathetic, timely communication in both English and Spanish. Case Screening & Qualification Evaluate potential cases against firm criteria and practice areas. Identify red flags, missing information, or issues requiring attorney or supervisor review. Accurately document all intake details in the GP system. Client Onboarding Guide clients through onboarding — sending and explaining engagement agreements, following up on unsigned documents, and ensuring all forms are completed. Confirm receipt of signed retainers and supporting documents. Set clear client expectations on communication, timelines, and case handling. Data Accuracy & Reporting Ensure all client and case information is entered accurately and consistently. Track lead status, conversion rates, and reasons for non-retention. Professional Standards Maintain confidentiality and comply with legal, ethical, and firm policies. Follow established scripts, workflows, and intake procedures. Uphold 770GoodLaw's mission, values, and client service standards at all times. Qualifications: Full professional fluency in English and Spanish (written and verbal) is required — candidates must be able to conduct intakes and explain legal processes clearly in both languages. 1–3 years of experience in a sales, client-facing, or intake role — legal, healthcare, or service-driven environments preferred. Strong communicator with the ability to drive conversations, build rapport, and guide hesitant prospects with a consultative, empathy-first approach. Highly organized and detail-oriented, with the ability to enter client and case data accurately, track lead status and conversion rates, and balance multiple tasks with a bias toward action. Comfortable working independently in a remote environment while operating within team frameworks, established scripts, and intake workflows. Coachable and growth-minded — acts on feedback and continuously works to sharpen selling skills. Committed to maintaining confidentiality and upholding 770GoodLaw's mission, values, and client service standards at all times. Compensation: $15 - $18 hourly

    • Client Intake & Communication • Serve as the first point of contact for new leads via phone, text, email, and website inquiries. • Conduct initial intakes, gathering detailed accident, injury, employment, and insurance information. • Clearly explain 770GoodLaw's services, process, and next steps with empathetic, timely communication in both English and Spanish.Case Screening & Qualification • Evaluate potential cases against firm criteria and practice areas. • Identify red flags, missing information, or issues requiring attorney or supervisor review. • Accurately document all intake details in the GP system.Client Onboarding • Guide clients through onboarding — sending and explaining engagement agreements, following up on unsigned documents, and ensuring all forms are completed. • Confirm receipt of signed retainers and supporting documents. • Set clear client expectations on communication, timelines, and case handling.Data Accuracy & Reporting • Ensure all client and case information is entered accurately and consistently. • Track lead status, conversion rates, and reasons for non-retention.Professional Standards • Maintain confidentiality and comply with legal, ethical, and firm policies. • Follow established scripts, workflows, and intake procedures. • Uphold 770GoodLaw's mission, values, and client service standards at all times.