Coordinate lead handoff and provide updates to the daytime intake team
Enter and update lead and client information in the CRM or case management system
Process payments over the phone while handling sensitive data securely
Assist current clients with basic updates, scheduling, and routing needs
Follow up with warm leads and callbacks
Conduct initial intake calls and gather relevant case information accurately
Perform outbound follow-up calls to leads and missed inquiries
Guide potential clients through the consultation and hiring process
Schedule consultations with attorneys
Answer inbound calls from prospective and current clients during after-hours coverage
Prepare and submit end-of-day reports detailing activity, outcomes, and pending follow-ups

Bilingual Client Intake Coordinator

Key skills