Bilingual Leads/Intake Specialist

Schedule During Training: For the first few months, this role will train to conduct consultations independently. During training, the schedule follows the firm’s regular business hours: Monday–Friday, 8:30 AM–5:30 PM Central Time. Schedule After Training: Monday–Wednesday, 1:00 PM–5:30 PM CT (office hours), followed by on-call availability until approximately 11:00 PM CT. Plus Saturdays, 9:00 AM–6:00 PM CT, on call. While on call, this role conducts intake consultations with potential new clients. About Peek Law Group: Peek Law Group is a bilingual immigration and criminal defense firm with offices in Austin and San Antonio. For over 20 years, we have served individuals, families, and the Central Texas community with a strong commitment to justice, compassion, and integrity. Our team helps clients navigate complex and emotional legal matters, including family-based immigration, removal defense, and criminal charges. We are driven by our mission to be our client’s voice in adversity through the pursuit of justice, mercy, and restoration. Our work is guided by six core values: Responding Graciously, Advocating Tenaciously, Taking Ownership, Sowing Generously, Empowering for Excellence, and Restoring Compellingly. Role Overview: Peek Law Group is seeking a proactive, persuasive, and detail-oriented Bilingual Leads/Intake Specialist to ensure potential client leads are effectively managed and nurtured, supporting the firm’s growth and client acquisition efforts. The role requires strong communication and organizational skills to handle lead inquiries, manage scheduling, and ensure smooth client interactions. This position works scheduled afternoon office hours Monday through Wednesday, then remains on call through the evening and on Saturdays, serving as the first point of contact for potential clients and conducting intake consultations. This is a long-term remote position requiring consistent availability during the scheduled office and on-call hours. *Bilingual fluency in Spanish and English is required*

Key Responsibilities
Lead Management
• CRM Entry: Enter all leads into the firm’s CRM system, Infusionsoft, with accuracy and attention to detail.
• Inquiry Response: Respond to incoming inquiries via phone, email, and social media, assessing potential clients’ needs.
• Lead Follow-Up: Follow up with potential clients who have not scheduled or confirmed appointments to encourage engagement. Appointment Coordination
• Conducting Consultations: Schedule and personally conduct consultations with PNCs, assessing their needs and presenting the firm’s services.
• Confirmation Calls: Call PNCs the day before their appointments to confirm their attendance.
• Documentation: Note the outcome of confirmation calls in Time Matters.
• Intake Preparation: Collect intake information for Zoom consultations and create the corresponding Contact and Case in Time Matters. Client Interaction & Follow-Up
• Client Engagement: Encourage hesitant or undecided PNCs to proceed with contracting the firm, utilizing persuasive yet empathetic communication techniques.
• Ongoing Follow-Up: Maintain consistent follow-ups with PNCs who did not initially hire the firm. Payment Processing
• Payments: Process payments for consultations and contract agreements through LawPay.
• Receipts: Generate receipts in Time Matters and ensure they are accurately documented. Administrative Coordination
• Database Maintenance: Maintain the client database in Infusionsoft, ensuring all information is current and correctly categorized.
• Case Creation: Create a Contact and Case in Time Matters if a payment is processed or documents are received from a PNC before the consultation date.
• Document Management: Upload any documents provided by PNCs for consultations to Time Matters. On-Call Coverage & Consultations
• First Point of Contact: Serve as the first point of contact for calls received during on-call hours (weekday evenings until approximately 11:00 PM CT and Saturdays).
• Documentation: Document all after-hours calls and intake information in Infusionsoft and Time Matters.
• Answering Service Coordination: Coordinate with the firm’s answering service for calls that cannot be answered live.
• Intake Consultations: While on call, conduct intake consultations with potential new clients to gather facts, assess needs, and guide them toward contracting the firm. This role does not provide legal advice; all legal questions are directed to an attorney.

Qualifications:
• MUST BE BILINGUAL IN ENGLISH AND SPANISH
• Proven experience in sales, intake, customer service, or another client-facing role
• Ability to work Monday–Friday, 8:30 AM–5:30 PM CT during the initial training period, then reliably work Monday–Wednesday office hours (1:00–5:30 PM CT), remain on call until approximately 11:00 PM CT, and Saturdays (9:00 AM–6:00 PM CT), responding promptly to calls and consultations
• Persuasive yet empathetic communication style, with excellent written and verbal communication skills
• Exceptional organizational skills and attention to detail
• Strong ability to prioritize and manage multiple leads in a fast-paced environment
• High level of discretion and professionalism when handling sensitive information
• Tech-savvy, with experience using CRM systems, scheduling tools, and case management software (Infusionsoft and Time Matters experience a plus)
• Ability to anticipate needs and act proactively
• Experience in a law firm or legal intake environment preferred
• Candidate must embrace the firm’s Mission Statement and Core Values Our Mission Statement: “Being your voice in Adversity through the pursuit of Justice, Mercy and Restoration.” Our Core Values: Called to champion those in need, every day in every small way, by: Responding Graciously, Advocating Tenaciously, Taking Ownership, Sowing Generously, Empowering for Excellence, and Restoring Compellingly. Salary Range: $900–$1,200/month – Depending on experience Thank you for applying with us, we appreciate your time