Bilingual intake for South Florida law firms  ·  Coral Gables · Brickell · Pinecrest  ·  Se habla español

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Start Here • Serve and Measure

Serve Spanish Speakers Well

By Brandon Aday, M.B.A. • Duration: 15 min • Type: reading

What you'll learn: why a translated intake loses people a written one keeps, how to set up language as data, and who should answer in which language.

Bug #7: Machine Translation

"I'll put the form through a translator and add a Spanish button."

The bug: machine-translated intake reads like a machine wrote it, because one did. Legal terms come out wrong ("corte" versus "tribunal", "fianza" versus "bono"), the register is off (too formal or oddly casual), and the person who reads it learns one thing: nobody at this firm speaks their language. Then they call and get an English voicemail.

The fix: write the Spanish intake in Spanish, for the way your clients speak, and make language a field the whole system uses.

Language as data

  • Capture the preferred language on the first contact, from the form they chose or the language they wrote in.
  • Every automated message (first reply, reminders, follow-up) goes out in that language.
  • Every report splits by language, so you can see whether Spanish inquiries sign at the same rate as English ones. If they do not, find out where they drop.
  • The other language stays one tap away. Many households are mixed; let anyone switch.

Who answers in Spanish

Decide this before the first Spanish call arrives:

  • If you speak Spanish, the consult can be yours.
  • If staff speak it, they handle logistics, not legal questions.
  • If nobody does, use a qualified interpreter for the consult. Never use the client's child as the interpreter.
  • Never promise "abogados que hablan español" unless one will actually be on the call.

One question remains open: whether Florida requires mandatory advertising statements in a Spanish message to appear in Spanish. Rule 4-7.11 does not say. Until you have confirmed the answer, include required statements in the language of the message.

Key takeaways

  1. Written, not translated. Spanish intake by someone who writes Spanish.
  2. Language is a field, captured at first contact and used by every message and report.
  3. Measure by language; a gap in signed rates is a leak with a cause.
  4. Plan who answers in each language; interpreters for the consult when needed, never children.
  5. Promise only the Spanish you can deliver.

Do it in LegalCRM: forms, sequences, and reminders exist in both languages for every practice pack, written in Spanish. The language field routes every automated message, and reporting splits every number by language.

Next: you have built the system. Now measure it.