Immigration Legal Executive - Spanish
The Legal Executive position requires leadership, initiative, a strong work ethic, and attention to detail to support the smooth daily operations of Vergara Miller Law Firm. This role involves cross-functional teamwork, strategic planning, and a strong commitment to the firm’s mission of changing people’s lives.The Legal Executive serves as the first point of contact for clients, providing exceptional customer service and ensuring every interaction reflects the firm’s core value: “Family comes first and we treat our clients like family. We change families’ lives.” The position is also responsible for maintaining an organized work environment, supporting sales efforts, and helping ensure alignment with performance expectations, the company vision, and continuous improvement.Task and Responsibilities:Client Interaction, Consultations and Conversion:Conduct detailed client consultations/intakes using approved scripts and gather comprehensive factual information related to the client’s situationOffer attorney approved relief to client within 24 hours of initial consultation/intake in a clear and accurate mannerAttorney Handoff & Case Preparation:Complete and analyze all relevant information to identify and build a complete and accurate case narrativeCreate organized and accurate/factual case summary for attorney review based on client consultation/intakeProvide recommendation for attorney team for review and approve (without diagnosing relief type) within workflow timelineEnsure no case is closed or advanced without attorney involvementTask Management:Manages consultations schedules effectively and complete assigned tasks promptlyReview and complete tasks timely in CRM promptly and ensure all client interactions are properly documentedMaintain detailed, accurate and timely notes in CRM in accordance to SOP.Adherence to SOPs:Follow all Legal Executive SOPs and workflows strictlyParticipate in call audits, coaching, and performance reviewsImplement feedback to improve quality and complianceEnsure that all processes were followed correctly and details on consultations are good according to SOP.Compliance & Role Boundaries:Refrain from providing legal advice or eligibility determinations without approval from attorney teamAvoid guaranteeing outcomes or suggesting legal relief before attorney approvalClearly explain the firm’s process and attorney-led decision modelEnsure all communications align with compliance standardsCore Values & Work Ethic:Committed to the firm’s core values and contributing to the business growth.Commit to the Cause: Help immigrants emerge from the shadows and be treated equally100 × 100: You’re 100% responsible always—treat teammates with full respect. We call it 100X100Make It Happen: Identify opportunities, solve the problem independently, and take action without waiting for directionsBreak the Ceiling: Go beyond known limits and reach for the stars.Our schedule is Monday - Friday from 9:00 - 6:00 pm CST, Saturdays as needed.