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 reliable and detail-oriented Legal Intake Specialist to support a disability law practice by managing client intake and early case communication. This role is central to ensuring potential and existing clients receive timely responses, accurate information, and a professional first impression of the firm. The Law Firm Intake Coordinator will handle a steady volume of inbound and outbound calls, complete live intake within the CRM, and manage follow-ups based on each client’s situation. Success in this role requires comfort with phone-based work, strong organization skills, and a high level of discretion when handling sensitive legal information. This position is ideal for someone who enjoys structured workflows, clear expectations, and making a meaningful impact on the client experience.

Schedule:

Monday to Friday from 9:00 AM to 6:00 PM EST (USA)

Your Responsibilities Will Include but Are Not Limited To:

• Ensuring all interactions comply with confidentiality requirements
• Following up with clients using preset email workflows based on case status
• Handling inbound and outbound phone calls from potential and existing clients
• Managing and updating the CRM pipeline accurately
• Vetting and qualifying callers based on intake criteria
• Completing live intake forms in Clio while speaking with callers
• Maintaining accurate records and documentation in the case management system
• Providing timely updates to clients regarding case progress

What We’re Looking For:

• Legal intake experience or comparable case management exposure
• Strong verbal communication skills with confidence on phone calls
• High level of confidentiality and discretion
• Excellent attention to detail and accuracy
• Ability to manage multiple follow-ups while maintaining organization
• Consistent and reliable work habits
• Quiet and private workspace suitable for handling confidential information
• Equipment: Two monitors (or a laptop with an external monitor) and a location compatible with the firm's VoIP provider coverage.
• Software & Tools: Clio (CRM & intake management), VoIP phone system, and CRM-based email and case follow-up tools.
• Comfort working in structured workflows and CRM systems
• Professional written communication for client updates. 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.