V104- Family Law Intake Coordinator

Job Duck

1d•$1,153•Remote

About The Position

Join Job Duck as a Family Law- Intake Coordinator. In this role, you will guide potential clients through the intake process with professionalism, empathy, and care, ensuring they feel heard and supported during challenging life situations. You will evaluate incoming matters, gather critical case information, manage lead pipelines, and coordinate qualified consultations with the legal sales team. Success in this position requires strong communication skills, exceptional follow-through, sound judgment, and the ability to balance client-centered service with business objectives. This is an excellent opportunity for a detail-oriented professional who thrives in a fast-paced environment and enjoys building trust while helping individuals take the next step toward legal support.

Requirements

Minimum 2 years of customer service, intake, sales, client relations, or consultative experience
Availability to work Monday through Friday from 8:30 AM to 5:00 PM Pacific Time
Experience working with CRM platforms required
Ability to maintain confidentiality and handle sensitive client information with discretion
Strong verbal and written communication skills
Excellent organizational, multitasking, and follow-up abilities
Professional telephone presence and customer service skills
Ability to work under attorney supervision while adhering to ethical guidelines and firm policies

Nice To Haves

Experience working in a remote environment preferred
Experience in a family law setting preferred
Knowledge of family law procedures is a plus

Responsibilities

Manage and track leads throughout the intake pipeline and follow up with prospective clients using established communication protocols
Ensure compliance with ethical requirements, attorney supervision standards, and firm policies and collaborate closely with attorneys, sales personnel, and administrative team members
Build rapport with prospective clients while providing a supportive and professional experience
Maintain a target of converting marketing qualified leads into booked discovery calls
Follow established intake scripts, procedures, and best practices
Perform conflict checks according to firm policies and procedures
Conduct initial discovery and intake calls with prospective family law clients
Gather detailed information regarding client circumstances and legal needs
Evaluate potential matters to determine alignment with firm services and intake criteria
Schedule qualified leads for consultations with the sales team
Record accurate and comprehensive notes within HubSpot CRM
Communicate basic information about available services without providing legal advice