[Hiring] Client Intake Representative I @Job Duck

Role Description

The Client Intake Representative role is a vital part of the Marketing Department, supporting the Client Intake Manager and ensuring prospective new clients receive a professional, compassionate, and seamless experience. In this position, you will be the first point of contact for individuals seeking legal representation, guiding them through the intake process with empathy and clarity. Your work will directly contribute to building strong client relationships, maintaining accurate records, and supporting the firm’s growth. This role is ideal for someone who thrives in a goal-oriented environment, communicates with confidence and diplomacy, and enjoys helping people navigate important decisions.

• Salary Range: 1150 USD to 1220 USD

Responsibilities include, but are not limited to:

• Maintain accurate records and data related to intake calls and retention metrics
• Collect detailed information regarding client matters and legal needs
• Conduct initial intake calls with prospective new clients with compassion and empathy
• Support the Client Intake Manager with reporting and departmental needs
• Track ongoing contact with non-retaining prospective clients using spreadsheets
• Communicate best practices for working with the firm and legal team
• Follow firm guidelines to ensure consistent and effective communication with prospective clients

Qualifications

• 2-3 years of experience in client-facing or intake roles preferred
• Strong proficiency with Microsoft Office Suite
• Familiarity with legal or professional services environments a plus
• Strong communication and interpersonal skills
• High emotional intelligence and empathy
• Confidence and diplomacy in challenging conversations
• Ability to transition prospective clients into retained clients
• Self-motivated and self-directed in a goal-oriented environment
• Detail-oriented with strong organizational skills
• Proficiency in Microsoft Office Suite and Windows OS
• Familiarity with Adobe Acrobat
• Experience with law practice management software (preferred)

Requirements

• Timezone: PST
• Software/Tools: Microsoft Word, Outlook, Excel, Windows Operating System, Adobe Acrobat, Clio or Datto

Company Description

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 every year since 2022!