Legal Intake Specialist Bilingual

Be the Calm, Confident Voice Families Trust in Life’s Most Important Moments.

Location:

Remote (Texas-based).

Schedule:

Monday - Friday, 8:30 am - 5:30 pm. Position Type:
Full-Time (Growth Potential). Compensation:
Competitive Hourly + Performance Bonuses. This Is Not a Call Center Job, nor a Receptionist Role. This is a mission‑critical role. Are you the type of person who knows how to connect with people in their moment of crisis and guide them to take the next step?

When someone reaches out to our firm, it’s often during a pivotal moment on the hardest day of their life: a spouse has asked for a divorce, a parent is fighting for custody, a loved one has passed away, or a family needs guidance to protect their legacy. The first voice they hear matters. The voice that answers can make all the difference between fear and relief, and can greatly impact their future for better or worse.

We are an established, woman‑owned Texas law firm serving clients in Family Law, Estate Planning, and Probate. Our firm values teamwork, positivity, honesty, and high standards. We are seeking a compassionate, confident, emotionally intelligent Intake Specialist who can connect with people in both crisis and planning moments—and confidently guide them toward the next step. We are looking for a high‑performing intake specialist to handle calls during regular business hours.

We want closers, not order‑takers. And you can work from home or wherever you choose. If you are empathetic and excellent at consultative sales, this may be the perfect fit.

• Competitive hourly pay
• Performance bonuses tied to:
  • Consultations booked
  • Conversion rates
  • Retained clients
• $20 /hour base pay (full‑time)
• Upside monthly performance bonuses
• $50 for 5‑star reviews that mention you by name, excluding Google
• Performance Bonuses (Paid Monthly):
  • $10 each for your first 10 attended, paid consultations you help schedule
  • $20 each for consultations 11–20
  • $25 each for 21+
• Milestone Cash Bonuses:
  • 25–29 consults: +$150
  • 30–34 consults: +$250
  • 35+ consults: +$500
• Strong performers can earn hundreds more per month on top of hourly pay—just by doing great work and delivering excellent client service.
• Example:
  High‑Earning Month:
  • 32 attended consultations
  • Per‑consult bonuses: $600
  • Milestone bonus: $250
  • Four 5‑star reviews mentioning you: $200
  • Over $1,000 in bonuses on top of hourly pay— in one month
  • Do this every month, and your annual compensation will be $54,200
• Growth Opportunity:
  • Expanded hours
  • Leadership in intake operations
  • Increased bonus opportunities

• Answer inbound calls, texts, and online inquiries remotely
• Conduct structured intake interviews with professionalism and warmth
• Gather detailed, accurate information regarding family law, estate planning, or probate matters
• Confidently explain our services and fee structure
• Handle pricing objections with composure
• Persist in multi‑channel follow‑up
• Convert qualified leads into scheduled consultations
• Maintain organized, thorough CRM documentation
• Interact with terrific team members
• Protect confidentiality and uphold ethical boundaries
• Make a positive impact on our firm's growth

You are not giving legal advice. You are building trust and guiding people toward experienced legal help.

• You can stay calm when someone is emotional, overwhelmed, or grieving
• You naturally build rapport within minutes
• You are comfortable discussing fees and asking for commitment
• You handle “That’s expensive” with confidence and clarity
• You are highly reliable and don’t miss shifts
• You have a quiet, professional remote work environment
• You are a great listener, but also know how to take control of a conversation
• Rather than get discouraged with “not right now,” you follow up
• You take pride in being steady, compassionate, and professional
• This role requires emotional intelligence for family law and probate matters—and clarity and confidence for estate planning consultations.

• 2+ years in intake, sales, or high‑touch client service
• Experience in consultative or high‑ticket sales preferred
• Experience in family law, estate planning, or probate is a plus
• Bilingual (English/Spanish) is a plus
• Strong written communication skills for follow‑up texts/emails
• Tech‑comfortable (CRM, scheduling tools, VOIP systems)

• A quiet, dedicated, secure workspace (even the clients' names are confidential)
• A high‑speed internet connection
• A headset with microphone

• Multicore Processor
• 8GB of system memory
• Windows 11 or Mac OS (Sequoia/Sonoma or higher)
• Wi‑Fi capable or Ethernet capable with cord