Client Intake Specialist - Bilingual; English​/Spanish

Client Intake Specialist - Bilingual (English/Spanish)

About Rivas & Associates

At Rivas & Associates, we are dedicated to providing exceptional legal services with a client-focused approach. As a growing law firm, we emphasize professionalism, efficiency, and excellence in client relations.

Job Overview

We are seeking a dedicated and detail-oriented Client Intake Specialist to serve as the compassionate first point of contact for clients throughout the production process. This role requires the ability to actively listen, ask thoughtful follow-up questions, and gather accurate information from clients who may be facing stressful or sensitive circumstances — all while keeping their case moving smoothly toward the next stage of the legal process.

Key Responsibilities

• Conduct welcome calls, intake interviews, and detailed questionnaires to gather complete and accurate information about each client's history, goals, and legal needs.
• Request, collect, organize, and track required documentation and evidence, clearly explaining what's needed and following up consistently until items are received.
• Coordinate filing fee and medical exam requirements, communicating information clearly and following up on outstanding items.
• Provide translation support for client documents when qualified and assigned.
• Accurately and promptly enter all client information, case details, and communication notes into the firm's CRM and other designated systems.
• Identify and elevate issues, inconsistencies, or concerns that may require attorney or management review.
• Manage a high volume of client interactions, follow-ups, and administrative tasks while meeting established deadlines and service standards.
• Collaborate with internal team members and follow all documented processes, workflows, scripts, and quality standards established by the firm.

Required Qualifications

• Minimum 1 year of experience in customer service, intake, or a related client-facing role.
• Bilingual :
  Fluent in English and Spanish (
  required ).
• Excellent Communicator :
  You thrive in building client relationships and handling inquiries with professionalism.
• Organized :
  Able to manage multiple client accounts and prioritize tasks in a fast-paced environment.
• Detail-Oriented :
  You ensure that every piece of communication is accurate and timely.
• Process-Oriented :
  You’re comfortable following structured processes and providing clients with timely updates.
• Background Check :
  Required for this position.

Equal Opportunity Employer Statement:

Rivas & Associates is an equal opportunity employer . We celebrate diversity and are committed to creating an inclusive environment for all employees.