Legal Intake

Distro

Chihuahua, Chihuahua permanent

Posted: December 12, 2025

Required Skills

Job Description

Position: On-Site Intake Specialist
Location: 100% on-site in Chihuahua (remote or hybrid not available)
Role Overview: Join our team as the first point of contact for potential clients. This role suits someone who thrives in fast-paced settings, enjoys helping others, and balances empathy with efficiency. You'll manage inbound inquiries, collect client data, and ensure smooth client onboarding.

Responsibilities:
• Handle inbound calls and respond to client inquiries professionally and empathetically
• Accurately collect and input client information into internal systems
• Prioritize and manage multiple urgent tasks effectively
• Follow up with clients to complete intake forms and clarify information
• Maintain organized, up-to-date records of client interactions
• Collaborate with team members for seamless client onboarding
• Use CRM, scheduling, and communication tools to manage workflows
• Stay calm under pressure and adapt to changing priorities
• Maintain a courteous, client-focused tone in all interactions

Skills & Qualifications:
• Strong communication and customer service skills
• Highly empathetic with a client-focused mindset
• Ability to multitask, prioritize, and remain calm under pressure
• Organized, detail-oriented, and strong time management abilities
• Comfortable managing calls and documentation simultaneously
• Experience with intake processes and data entry
• Familiarity with CRM systems and scheduling tools
• Goal-driven and proactive
• Previous experience in customer service, sales, or administrative roles is a plus

Additional Notes:
• Prior experience as an Intake Specialist is strongly preferred
• Candidates must be fully comfortable working 100% on site in Chihuahua

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