Sul Lee Law Firm, PLLC Is Hiring A Bilingual Intake Specialist

Join Our Growing Law Practice as an Intake Specialist! 🚀

We are looking for a dedicated full-time or part-time Intake Specialist to become a vital part of our dynamic legal team. If you excel in communication, customer service, and enjoy helping others, this opportunity is perfect for you!

About the Role

As an Intake Specialist, you will handle inbound inquiries, qualify leads, schedule consultations, follow up with clients, and support our client retention initiatives. You'll work closely with the Intake Lead and attorneys in a fast-paced, detail-oriented environment. We provide comprehensive training and resources to help you succeed in your role within our close-knit, passionate team.

Responsibilities

• 📞 Handle inbound leads via phone, email, and web form — qualify, log, and follow up promptly
• 🗓️ Schedule consultations between prospective clients and attorneys
• 🔄 Conduct post-consultation follow-up calls to support client retention
• 🗃️ Enter and maintain accurate lead records in the firm's CRM system (training provided)
• 📝 Tag and document all calls; update lead status after each interaction
• 📂 Organize and save consultation notes; share with the legal team when a case is opened
• ✍️ Ensure all client communication is documented in writing through appropriate channels
• ✅ Follow internal intake procedures consistently and seek clarification when needed

Qualifications

• 🗣️ Fluent in both English and Korean — written and spoken
• 🤝 Customer service or client-facing experience (retail, sales, hospitality, or similar)
• 🗨️ Excellent communication skills, both written and oral
• 🔗 Ability to collaborate effectively with all levels of personnel and clients
• 🔍 Strong attention to detail and ability to follow multi-step processes
• 📅 Organized and capable of managing multiple tasks simultaneously
• ✅ Reliable, accountable, and proactive in ownership and follow-through
• 📝 Comfortable following established procedures and asking questions when necessary
• 💼 Proficiency in Microsoft Office (Outlook, Word); experience with Microsoft Teams is a bonus

Nice to Have

• 🔧 Familiarity with CRM or case management tools
• ⚖️ Experience in a legal or professional services environment

Benefits (After 3-Month Probationary Period)

• 🩺 Health, Dental & Vision Insurance
• 🏖️ Paid Time Off (PTO)
• 💼 401(k) with a 4% company match
• 📚 Professional development assistance