V104 - Intake Specialist | Intake and Client Relations Specialist

Job Duck

7d•$1,150 - $1,220•Remote

About The Position

Join Job Duck as a Bilingual Intake Specialist and become an important first point of contact for prospective and existing clients of a growing law firm. In this role, you will connect with potential clients, understand their needs, provide helpful updates, and confidently guide qualified leads toward becoming clients. You will also support appointment scheduling, client communication, collections outreach, and accurate maintenance of legal records. The ideal candidate is a persuasive and professional communicator who is dependable, proactive, responsive, and comfortable working independently in a fast paced environment. If you enjoy building trust through meaningful conversations and making a positive impact on the client experience, this could be an excellent opportunity for you.

Requirements

Previous experience in client intake, customer service, or legal admin preferred
Excellent phone handling and interpersonal skills
Experience with Clio and Clio Grow is a strong plus
Access to a personal laptop/PC, headset, and stable internet connection (min. 10 Mbps download / 5 Mbps upload)
Reliable presence during work hours and willingness to use a rapid-contact method (e.g., WhatsApp) for urgent communication
Quiet and professional remote work environment
Previous experience in intake, legal support, customer service, sales, call center, or a related client facing role
Strong verbal and written English communication skills
Ability to confidently communicate with prospective clients and build trust
Comfortable handling both inbound and outbound calls
Ability to maintain accurate client records and confidential information
Reliable computer and phone availability throughout scheduled working hours
Strong and dependable internet connection and professional home office setup
Ability to provide a rapid contact method for emergencies, such as WhatsApp or a personal phone number
Availability to work Monday through Friday during the required schedule
Excellent bilingual communication skills in English and Spanish
Strong persuasive and consultative communication abilities
Excellent listening and interpersonal skills
Strong client service orientation
Professional and courteous demeanor
Highly reliable and punctual
Strong sense of responsibility and accountability
Excellent follow through and responsiveness
Comfortable communicating with prospective clients and addressing their concerns
Ability to build rapport and establish trust quickly
Comfortable working with a high volume of calls
Strong organizational and time management skills
Detail oriented approach to data entry and record management
Independent and proactive work style
Resourceful problem solver who can identify solutions without constant supervision
Adaptable and willing to take on additional intake related tasks and projects as needed
Ability to coordinate effectively with team members to maintain consistent phone coverage
Professional judgment when handling client communications and non substantive inquiries

Nice To Haves

Experience with Clio and Clio Grow is a strong plus

Responsibilities

Answer and return intake and follow-up calls from new and existing clients
Handle inbound calls and provide updates or information on current cases
Persuasively convert new leads into qualified clients
Maintain accurate records in Clio and Clio Grow
Coordinate closely with reception to ensure proper handoffs (15–30 calls/day)
Make outbound calls at the client’s request
Schedule appointments and follow-ups with precision
Act as back-up for phone answering or intake coverage when needed
Coordinate with team to ensure call coverage during absences or breaks
Support existing clients with general, non-substantive inquiries
Conduct collections outreach when applicable
Perform intake-related administrative tasks, data entry, and legal document management
Contribute to intake projects and tasks as business needs evolve