[Hiring] Intake Specialist | Legal Intake & Client Conversion Specialist I @Job Duck

Role Description

Are you someone who enjoys connecting with people and helping them take the first step toward solving their legal needs? In this role, you’ll be the first point of contact for new clients, guiding them through the intake process with professionalism and empathy. You’ll manage calls, gather key information, and support attorneys by ensuring every potential client’s details are accurately captured and followed up on. This position is ideal for someone who thrives in a fast-paced, client-focused environment and finds satisfaction in providing exceptional service every day.

Monthly Compensation: 1,150 to 1,220 USD

Responsibilities include, but are not limited to:

• Follow up with leads who have expressed interest but have not yet scheduled an appointment.
• Process payments for initial consultations.
• Conduct initial client screenings using the firm’s intake script, documenting key details such as client needs, urgency, and potential conflicts.
• Track and update appointment statuses in the case management system.
• Schedule initial consultations for qualified leads and send appointment reminders as needed.
• Enter all client and lead information accurately into the CRM and maintain updated records at all times.
• Update the firm’s CRM and tracking systems with accurate and current information regarding leads and consultations.
• Implement a structured follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails.
• Provide pre-appointment follow-up to ensure clients are prepared for their scheduled consultations.
• Assist in screening potential new clients by gathering basic information and directing qualified leads to the appropriate attorney or legal assistant.
• Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth handoff to the legal team.
• Provide a welcoming and professional conversation to support the firm’s mission of delivering the highest level of customer service.

Qualifications

• 1-2 years of previous experience in client intake, customer service, or sales.
• Strong organizational and data entry abilities.
• Ability to handle approximately 20 calls per day with professionalism and care.
• Experience working in a legal environment is a plus.
• Portuguese / English / Spanish.

Requirements

• Schedule: Monday to Friday from 9:00 AM to 6:00 PM.
• Timezone: EST.

Key Skills

• Reliable, professional, and bilingual.
• Compassionate and patient communicator.
• Strong interpersonal and active listening skills.
• Friendly and outgoing personality.
• Detail-oriented with excellent follow-through.
• Able to maintain composure under pressure.
• Customer-Focused Approach.
• Excellent written and verbal communication.
• Strong Planning and Organizational skills.
• Excellent Time Management.
• Attention to detail.
• Accuracy.
• Phone Etiquette.
• Empathic.
• Sociable.
• Reliable.
• Detail-Oriented.
• Trustworthy.

Software

• Proficiency with CRM or client management systems.
• Comfortable using online communication and scheduling tools.

Work Shift

9:00 AM - 6:00 PM [EST][EDT] (United States of America)

Languages

• English
• Portuguese
• Spanish

Application Process

Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.