V104 - Intake Specialist | Legal Reception and Intake Specialist

Job Duck

1d•$1,150 - $1,220•Remote

About The Position

We are seeking a Bilingual Intake Specialist who is passionate about helping people and creating exceptional client experiences. In this role, you will serve as the first point of contact for prospective clients, ensuring every interaction is handled with professionalism, empathy, and attention to detail. You will play a key role in guiding potential clients through the intake process, coordinating consultations, and supporting the firm's growth by delivering outstanding customer service. This opportunity is ideal for someone who enjoys communicating with others, thrives in a fast-paced environment, and understands the importance of building trust from the very first conversation.

Requirements

Schedule: Monday through Friday, 09:00 a.m. to 06:00 p.m. EST
Bilingual proficiency in English and Spanish required
Previous experience in intake, customer service, client relations, call handling, or legal support preferred
Experience working with law firms is highly preferred
Ability to manage approximately 10 to 15 phone calls per day
Experience using CRM systems required
Experience with Clio preferred
Strong organizational and multitasking abilities
Excellent verbal and written communication skills
Ability to handle sensitive client information with professionalism and discretion
Bilingual English and Spanish communication
Customer service excellence
Client intake management
Appointment scheduling
Active listening
Empathy and emotional intelligence
Professional phone etiquette
Relationship building
Time management
Attention to detail
Organization and prioritization
Problem solving
Accountability
Reliability
Client focused mindset
Non-confrontational communication style
Adaptability
CRM proficiency

Nice To Haves

Previous experience in intake, customer service, client relations, call handling, or legal support preferred
Experience working with law firms is highly preferred
Experience with Clio preferred

Responsibilities

Support administrative processes related to client onboarding
Enter and update information within the CRM system
Ensure all client interactions are handled with courtesy, empathy, and professionalism
Open new matters and maintain accurate client records
Schedule consultations and coordinate appointments
Conduct client intake interviews and gather relevant information
Communicate effectively with internal team members regarding client needs and next steps
Serve as the first point of contact and represent the firm professionally
Assist in creating a positive and seamless client experience throughout the intake process
Maintain organized records and documentation
Send retainer agreements and follow up as needed
Answer incoming phone calls from prospective and existing clients