**Job Title: Intake Specialist**: **Location**: Remote **Reports To**: Intake Department Manager, HR/Office Manager, and Management **Working Hours**: Your schedule may fall between 8:00 AM - 8:00 PM (Monday to Friday) and/or 10:00 AM - 7:00 PM (weekends), depending on business needs. Flexibility is key! We are a reputable and growing criminal defense firm focused on building solid defense strategies for the arrested and accused throughout the greater Los Angeles area, Orange County, and surrounding areas. We are a family-oriented law firm with a fun and friendly atmosphere. We strive to help our on-site and off-site team members excel in their work through guidance, training, and support. **Job Purpose**: **Duties and Responsibilities**: - Placing, answering, screening, and forwarding all calls, and assisting with callbacks related to potential clients - Assessing whether leads meet the firm’s criteria for accepting cases - Gathering background case information and patching calls - Persistently monitoring all potential leads and following up with pending leads - Preparing contracts/retainer agreements, running initial payments, and submitting/processing DocuSign - Opening and handling new case files, reviewing/confirming information - Contacting prosecutors, court clerks, and probation departments for case information - Assisting with the case intake process, ensuring accuracy and completeness - Communicating and establishing rapport with staff, attorneys, and clients - Scheduling, reviewing, and processing payments through Law Pay, Clio, Phone, Venmo, Zelle, Cash App, etc. - Contacting past due clients to bring them current - Setting up and monitoring Autopay for clients on payment plans - Issuing credit notes/refunds as needed and updating Clio - Completing required IRS forms - Ensuring timely completion of tasks and accurate documentation - Accurately taking and maintaining notes for all clients - Complying with firm policies, procedures, and all applicable laws - Other duties as assigned **Requirements**: - High school diploma or higher - Exceptional written skills and note-taking ability - Strong verbal communication skills to gather case details via phone - High-level listening skills to understand client needs thoroughly - Typing speed of 40-50 WPM - Bilingual in English and Spanish (reading, speaking, writing) - Tech-savvy and computer literate - Able to take direction and execute tasks independently - Professional demeanor - 1-2 years of sales experience (required) - Detail-oriented and highly organized - Strong numerical accuracy - Excellent problem-solving skills - Ability to manage workload efficiently and update databases consistently