[Hiring] Legal Intake and Payments Assistant @Job Duck

Role Description

Join Job Duck as a Legal Intake and Payments Assistant, where you will serve as the first point of contact for prospective clients and play an important role in creating a smooth and positive client experience. In this position, you will:

• Manage inbound inquiries and qualify potential clients through an initial questionnaire.
• Coordinate appointments and live transfers with the sales representative.
• Support prospective clients throughout the onboarding process.
• Assist with preparing engagement documents, collecting signatures, and processing initial payments.
• Maintain accurate client records.

This role is ideal for a friendly, proactive, and organized professional who enjoys communicating with people, building relationships, and ensuring every inquiry receives timely attention and follow-through.

If you are confident handling phone conversations, comfortable managing multiple priorities, and passionate about delivering excellent client service, we would love to hear from you.

Qualifications

• Excellent spoken and written English and Spanish required.
• Previous experience in client intake, reception, customer service, lead qualification, or administrative support preferred.
• Experience working in a law firm, accounting firm, or tax services environment is a plus.

Requirements

• Schedule: Monday through Friday, 9 AM to 6 PM PST.
• Comfortable handling a high volume of inbound and outbound calls.
• Strong verbal communication and active listening skills.
• Ability to qualify leads by asking relevant questions and gathering essential information.
• Experience coordinating appointments, managing calendars, and handling client follow-ups.
• Familiarity with CRM platforms, case management systems, and cloud-based phone systems.
• Comfortable processing initial payments through online payment platforms.
• Strong organizational, multitasking, and time management abilities.
• High attention to detail when handling client information, payment details, and engagement documents.
• Ability to maintain confidentiality and handle sensitive client information responsibly.
• Ability to work independently while collaborating effectively with a remote team.

Benefits

• Monthly Compensation Range: 1015 USD to 1100 USD.

Software and Tools

• Dialpad
• Microsoft 365
• IRS Logics
• LawPay
• CRM Systems
• Electronic Signature Platforms
• Google Workspace or similar productivity tools

Required Skills

• Client Intake
• Client Relations
• Bilingual Communication (English and Spanish)
• Reception and Front Office Support
• Inbound and Outbound Call Management
• Lead Qualification
• Customer Service Excellence
• Appointment Scheduling
• Calendar Management
• Client Onboarding
• CRM Management
• Case Management System Proficiency
• Payment Processing
• Document Preparation and Processing
• Electronic Signature Coordination
• Client Follow-up Management
• Data Entry Accuracy
• Professional Phone Etiquette
• Active Listening
• Verbal Communication
• Written Communication
• Organization and Prioritization
• Time Management
• Attention to Detail
• Confidentiality
• Empathy and Relationship Building
• Problem Solving
• Reliability and Accountability
• Adaptability
• Team Collaboration
• Proactive Mindset
• Follow Through

Work Shift

9:00 AM - 6:00 PM [PST][PDT] (United States of America)

Languages

• English
• Spanish

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.