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Gustavo
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Intake Specialist
Collected and organized documentation from potential clients to build strong case files., Facilitated the signing of representation agreements and other necessary documents to formally onboard new clients., Conducted detailed factual interviews with clients to draft initial case complaints., Assisted attorneys with various legal tasks, including propounding discoveries, drafting Motions to Strike, and preparing Public Records Act (PRA) requests., Proficient in legal software including Filevine, Lead Docket, and Vinesign.
Customer Service Representative
Take inbound calls for new potential cases related to evictions, housing conditions, personal injury, lemon law, workers compensations, Service letter, timeshare., Make outbound calls to the potential new clients who submit their inquiry through the website., Set appointments with the attorney for potential new clients and coordinate the meetings.