Legal Intake Specialist

JOB DUCK IS HIRING A LEGAL INTAKE SPECIALIST

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification for 4 years!

Role Overview

Job Duck is seeking a compassionate, highly organized Intake Specialist to serve as the first point of contact for potential clients seeking legal support. In this role, you will guide prospective clients through the intake process, assess their needs, and ensure they are connected with the appropriate next steps. You will play a critical part in creating a positive first impression, building trust, and helping individuals feel supported during important life transitions.

The ideal candidate is an excellent communicator who can balance empathy with professionalism, enjoys working with people, and thrives in a fast-paced, client-focused environment. By maintaining accurate records, coordinating consultations, and supporting the client journey, you will contribute directly to the firm's growth and success.

Schedule:

Monday to Friday from 8:00 AM to 5:00 PM EST (USA)

Your Responsibilities Will Include but Are Not Limited To:

• Updating the firm's databases, reports, and spreadsheets to track incoming calls, qualified leads, scheduled consultations, referral sources, and other key metrics.
• Maintaining communication with prospects who have not scheduled consultations or have not moved forward after consultations.
• Preparing engagement agreements and following up to ensure prospects sign the agreement and complete the agreed payment.
• Preparing sales representatives with all the information needed for successful conversations and consultations.
• Ensuring every individual who contacts the firm receives appropriate assistance through consultations, referrals, educational resources, or other guidance.
• Initiating and managing the pre-engagement process for prospects scheduled for consultations.
• Scheduling qualified leads for initial consultations (sales calls).
• Speaking with prospective clients to determine qualification by asking screening questions and identifying any potential conflicts of interest.

What We’re Looking For:

• At least one year of proven experience in an Intake assistant.
• Prior customer service experience required.
• Experience with a CRM, particularly data tracking and reporting, required.
• Knowledge of the legal industry is an asset.
• Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
• Quiet, distraction-free remote work environment

What’s In It for You?

• Monthly compensation starting from 1142 USD to 1220 USD
• Paid time off.
• 100% Remote, Full-Time, Long-Term Career Opportunity.
• Parental leave.
• Opportunities for professional development and training
• Dedicated support from our team.
• A chance to work with clients who share our values.

Ready to dive in? Apply now and make sure to follow all the instructions!

DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.