Struggling to keep up with new client inquiries, follow-ups, and qualification calls? A Virtual Intake Specialist can be your first line of communication — helping your law firm convert leads into loyal clients while freeing up your internal team's time.
Ensure consistent communication and higher conversion.
Whether you’re a solo attorney, legal clinic, or small business owner, our intake specialists help you:
Capture more leads:
Don’t miss opportunities due to missed calls or delayed responses
Scale efficiently:
Add qualified help without growing internal headcount
U.S.-aligned hours:
Work with professionals in your time zone
Cost-effective staffing:
Pay only for the hours or projects you need
Bilingual communication:
Fluent in English and Spanish or Portuguese
Professional and secure:
Intake professionals follow confidentiality protocols and handle client data with care
Here’s how a remote intake specialist from Virtual Latinos can streamline your intake process:
Book a free
discovery call
Review and selectÂ
top candidates
Onboard and
start delegating
per month*
per month*
per month*
per month*
per month*
per month*
*For full-time (160 hours/month)
We understand that our clients need reliable, talented professionals without breaking the bank. We offer value,Â
expertise, and a human-driven service to empower businesses.
An innovative company specializing in optimizing industrial resource utilization, faced significant operational challenges in its growth stage.
A specialized fitness studio, was founded by Daniella Zuckerman and has been operating for 14 years.
An apparel company specializing in yarmulkes and school merchandise, faced operational challenges as it scaled its business nationwide and internationally.
A Miami-based mental health practice, transitioned from a solo practice to a group practice, requiring more administrative support, scheduling coordination, and marketing efforts.
Our intake specialists handle the entire front-end of your client engagement process — from the first call or email to case screening and scheduling.
By evaluating each inquiry against your firm’s areas of practice and quickly securing consultations, they help convert high-potential leads into active clients, while reducing the workload for your attorneys.
Yes. All our intake specialists are fluent in English and Spanish (some also speak Portuguese), making them ideal for firms serving multicultural or bilingual communities.
Their communication style is professional, empathetic, and aligned with legal client expectations.
They interview and screen prospective clients, schedule consultations, manage calendars, complete intake forms, prepare case files, verify documentation, and input all relevant information into your CRM or case management system.
They also assist with onboarding and administrative follow-ups.
Each intake specialist signs a strict non-disclosure agreement (NDA) and is trained in data security and confidentiality.
Sensitive client information, legal records, and internal calendars are handled following U.S. law firm standards of discretion and compliance.
No. Our intake specialists are already proficient in CRM and case management systems, email platforms, and scheduling tools commonly used by legal professionals.
They can integrate seamlessly into your existing workflows or be trained on your preferred systems.
From solo attorneys to growing legal teams, any practice area that deals with a high volume of inquiries — such as personal injury, immigration, family law, or criminal defense — can benefit.
Our specialists ensure that no qualified lead is overlooked, and that your internal team stays focused on serving active clients.
How many potential leads do you anticipate referring to Virtual Latinos within the next 90 days?