V104 - Intake Coordinator

Job Duck

4d•$1,142 - $1,220•Remote

About The Position

Job Duck is seeking a highly organized and proactive Intake Coordinator (IC) to take full ownership of our intake process. This role is critical to ensuring that all prospective new clients (PNCs) are handled efficiently, professionally, and with empathy, while maintaining seamless communication with the Attorney and all stakeholders. 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!

Requirements

Self-managed and directed
Highly organized
Mission-driven
Attention to detail
Responsive to Attorney and team
Empathetic
Social intelligence
Excellent English
Skilled in use of technology (MS Office, Adobe Acrobat, adapts well to different software platforms)
Flexible and open to different assignments

Nice To Haves

Spanish language proficiency

Responsibilities

Draft and send retainer agreements, records releases (RR), and declination letters.
Send weekly status reports covering all intake matters.
Treat all PNCs with respect and empathy, maintaining professionalism at all times.
Conduct intake interviews within 24 hours of receiving leads (unless directed otherwise).
Ensure all intake matters are properly tracked and progressing in a timely manner.
Monitor and ensure all lead sources are functioning properly (e.g., website forms, referral portals).
Schedule and coordinate calls between the Attorney and PNCs.
Proactively remind the Attorney to review intake matters when needed.
Keep PNCs informed with regular updates regarding their case status.