v104 - Case Intake Administrator

Job Duck

17d • Remote

About The Position

Step into a pivotal role as a Case Intake Administrator with Job Duck, where your expertise will shape the first impression for potential clients. In this position, you’ll be the trusted voice guiding individuals through the initial stages of their legal journey. Your ability to listen carefully, ask insightful questions, and capture essential details will ensure every client receives the attention and clarity they deserve. From scheduling consultations to preparing case files, you’ll be the cornerstone of an efficient and compassionate intake process. If you thrive in a fast-paced environment, excel at communication, and take pride in delivering exceptional service, this role is your opportunity to make a meaningful impact every day.

Requirements

• Detail-oriented with sharp analytical thinking
• Minimum 1 year of prior experience in a customer facing role
• Assertive and confident in decision-making
• Professional demeanour with a positive, upbeat attitude
• Organised and proactive

Nice To Haves

• Legal background is a plus

Responsibilities

• Maintain accurate records in CRM systems
• Accurately record and organize client-provided details
• Schedule consultations with intake attorneys
• Serve as the first point of contact for potential clients
• Manage and execute the client intake process
• Prepare initial case files for review
• Evaluate whether callers meet the firm’s criteria for representation
• Conduct intake calls and gather essential case details
• Collaborate with attorneys and team members to ensure a seamless intake process

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed