$15.00-$17.00 per hour Job Description Legal Specialist - Client Intake & Consultations Fabiola De Armas P.A. is a fast-growing, Latina-owned law firm based in Miami, FL, dedicated to putting clients first in every aspect of estate planning, probate, and marital agreements. Our team-centered culture values empathy, professionalism, and a sense of humor—even when the pressure is on. We're looking for a personable, detail-oriented, and organized Legal Specialist who thrives in a fast-paced, client-focused environment. This role is ideal for someone who enjoys speaking with people, building relationships, and helping prospective clients navigate the first steps of the legal process. The Legal Specialist will be responsible for managing the initial stages of the client journey, from conducting consultation calls and following up with leads to collecting identification documents, completing intake forms, and preparing engagement agreements. Once the onboarding process is complete, this person will ensure a smooth handoff to the team member responsible for drafting legal documents. This is a phone-heavy, client-facing position that plays an important role in the Firm's growth and overall client experience. Key Responsibilities Client Consultations & Lead Management Conduct consultation calls with prospective clients regarding estate planning, probate, and marital agreements. Serve as an initial point of contact for prospective clients, providing a welcoming, professional, and helpful experience. Communicate with leads and clients primarily by phone, as well as through email and other communication channels as needed. Follow up with prospective clients, respond to inquiries, and help guide them through the next steps in the Firm's process. Maintain accurate and up-to-date Lead and Client records in MyCase, our CRM system. Track consultations, follow-ups, and outstanding items to ensure leads receive timely communication. Client Intake & Onboarding Guide clients through the initial intake process and explain the information and documentation needed to begin their matters. Request, collect, and organize client identification documents and other required information. Conduct intake form meetings to gather client information and ensure forms are completed accurately and thoroughly. Review intake forms for completeness and follow up with clients to obtain missing information or documentation. Prepare engagement agreements for review and execution in accordance with Firm procedures. Track signed engagement agreements and outstanding onboarding requirements. Ensure client information is accurate, organized, and ready for the next stage of the legal process. Internal Coordination & Case Handoffs Coordinate with attorneys and other Firm team members to ensure a smooth transition from intake to document drafting. Organize completed intake forms, identification documents, and engagement agreements for the drafting team. Communicate relevant client information and outstanding questions during the handoff process. Follow established Firm procedures and help improve the efficiency of the intake and onboarding process. Handle confidential client information with discretion and professionalism.
Who You Are Personable:
You connect easily with others and make clients feel comfortable discussing important personal and legal matters.
An Excellent Communicator:
You are confident on the phone, listen carefully, and communicate with clarity, professionalism, and warmth.
Organized and Detail-Oriented:
You keep track of documents, follow-ups, appointments, and multiple active leads without letting details slip through the cracks.
Proactive:
You take initiative, follow through on tasks, and understand the importance of timely communication.
Client-Focused:
You enjoy helping people and understand the importance of creating a positive first impression.
Collaborative:
You work well with others and understand the importance of a smooth handoff between team members. Comfortable with
Technology:
You can learn new software and maintain accurate digital records.
Calm Under Pressure:
You can manage a busy phone schedule, shifting priorities, and sensitive client conversations. Eager to
Learn:
You are excited to grow professionally, open to feedback, and interested in learning about the legal field.
Sense of Humor:
You bring positive energy to the team and can laugh through the occasional chaos.
Qualifications English:
Fluent in written and verbal communications.
Spanish:
Fluent in written and verbal communications. Customer service, sales, client relations, or administrative experience: 1+ years. Strong written and verbal communication skills. Excellent organizational skills and attention to detail. Comfortable speaking on the phone for a significant portion of the workday. Ability to manage multiple leads, follow-ups, and client onboarding tasks.
Legal/law firm experience:
Preferred. Estate planning, probate, or family law experience: Preferred. Client relationship management system experience, including
MyCase:
Preferred. Experience with client intake, consultations, or lead management: Preferred.
Work Schedule Part-time:
25 hours per week
Monday:
2:00 PM-7:00
PM Tuesday:
2:00 PM-7:00
PM Wednesday:
2:00 PM-7:00
PM Thursday:
2:00 PM-7:00 PM This is an in-office role near Dadeland Mall in Miami, FL . You must be consistently available during the scheduled hours, including Saturdays. This position is heavily focused on phone calls, lead management, and client communication. Applicants should be comfortable spending much of their shift speaking with prospective clients, conducting consultations, following up on leads, and coordinating the intake process. Reliability, punctuality, and consistent availability during scheduled hours are essential. This Position Is Ideal for
You If You:
Are a recent college graduate interested in pursuing a law degree. Are taking a gap year and want hands-on experience in a law firm. Are interested in a career in law and want to learn more about the legal profession. Enjoy talking to people and building relationships over the phone. Have a background in customer service, sales, or client relations and want to apply those skills in a legal setting. Are looking to grow in the legal field through mentorship and learning opportunities. Want to contribute to a growing law firm while helping clients navigate important legal decisions. Ready to join a growing team that values your contributions and personality? Apply today! People with a criminal record are encouraged to apply.
Language:
Spanish (Required) English (Required) Ability to
Commute:
Pinecrest, FL 33156 (Required)
Work Location:
In person
Pay:
$15.00 - $17.00 per hour Expected hours: 20.0 per week
