Bilingual Legal Intake Specialist – Weekday Shift

Setup: Fully Remote (Candidates must be based in Colombia)
Work Hours: Full-Time, Monday to Friday, 11:00 AM to 8:00 PM Colombia Time

Candidates must have prior legal experience working with U.S. law firms and/or within domestic legal settings.

About CoreBridge Solutions
CoreBridge Solutions is at the forefront of the U.S. business services industry, specializing in legal support while also providing services in financial, medical, and marketing sectors. Operating remotely in Colombia, our team supports law firms and other businesses with unmatched expertise and dedication. Join us to be part of a company that values precision, teamwork, and professional growth.

Position Overview
We are hiring a Bilingual Legal Intake Specialist to join our client’s legal team. In this critical position, you will conduct client intake interviews with potential new clients while also managing and maintaining the firm’s electronic filing system. Your ability to organize, communicate effectively, and handle sensitive information with confidentiality and professionalism will make you an integral part of the firm’s success.

Key Responsibilities:

1. Intake Responsibilities:

   • Conduct intake interviews with potential clients, collecting case details and necessary documentation.
   • Serve as the first point of contact for potential clients, providing a welcoming and professional introduction to the firm.
   • Assess the viability of new client inquiries to determine alignment with the firm’s expertise.
   • Accurately input client data, case notes, and documentation into the firm’s case management system.
   • Schedule consultations and follow up on client inquiries to ensure efficient communication.
   • Educate potential clients about the firm’s services, ensuring they feel supported and valued.
2. File Management Responsibilities:
   • Maintain, organize, and manage all electronic client files, ensuring data is current, accurate, and properly stored.
   • Implement and adhere to file retention policies, archiving and retrieving records as necessary.
   • Ensure all documents are correctly uploaded, labeled, and accessible for team members.
   • Work with other team members to ensure all client documentation is correctly filed
     and easily retrievable.
   • Conduct regular audits of the electronic filing system to maintain consistency and
     data integrity.Support staff in accessing and using the electronic filing system as needed.

Qualifications:

• 2+ years of experience in client intake in the legal field, administrative support, or file
  management.
• Strong interpersonal and communication skills with the ability to handle sensitive client
  matters with professionalism and confidentiality.
• Proficiency with electronic filing systems and case management software.
• Excellent organizational skills, attention to detail, and the ability to manage multiple
  tasks simultaneously.
• Ability to work independently and collaboratively in a team environment

• Client relationship management
• Data entry and accuracy
• Time management and multitasking
• Proficiency with technology and electronic systems
• Strong communication skills

Why Join CoreBridge Solutions?
At CoreBridge, you’ll be part of a company that values innovation and efficiency, with a track record of transforming industry standards in a collaborative, fast-paced environment. Our team consists of passionate individuals who strive to provide solutions that not only meet but exceed our customers' expectations. Join us and contribute to our mission to redefine the legal landscape, one project at a time.

Compensation and Benefits:

• Performance-related bonuses celebrating significant milestones.
• Fully remote work flexibility, allowing you to work from anywhere in Colombia.
• Professional development opportunities in legal and administrative management.
• Commitment to maintaining a healthy work-life balance with a 40-hour workweek.

Work Environment Notice:
CoreBridge Solutions is dedicated to maintaining a productive, safe, and efficient work environment for all team members. To support this commitment, we use a live monitoring system during working hours. By applying for this position, you acknowledge and accept this monitoring process as part of your role. This system helps us ensure a supportive and effective work environment for everyone.