V104 - Intake Specialist | Legal Intake and Conversion Specialist

Job Duck

21h•$1,150 - $1,220•Remote

About The Position

Job Duck is seeking a highly organized, personable, and results-driven Intake Specialist to serve as the first point of contact for prospective clients seeking legal representation. The role manages incoming inquiries, conducts initial intake interviews, assesses prospective clients against established firm criteria, and guides qualified leads through consultation and onboarding. The specialist helps create a positive first impression and ensures attorneys receive accurate, well-organized information before meeting prospective clients. The position calls for empathy and confidence when communicating with people facing stressful situations, while balancing consultative sales skills with strong client service. It is suited to someone comfortable in a fast-paced environment who takes ownership of follow-ups and understands the importance of urgency, confidentiality, and attention to detail. The role supports criminal defense and family law matters and handles a call volume of 45 or more calls per day. The schedule is Monday through Friday, 8:00 AM to 5:00 PM EST. Monthly compensation is USD 1,150 to USD 1,220.

Requirements

Previous legal intake experience is preferred, particularly in criminal defense or family law; candidates with experience in high-volume professional services, sales, healthcare intake, insurance, or other client-facing environments will also be considered.
Experience using case management or CRM systems.
Proficiency with Microsoft Office or similar productivity tools.
Ability to learn and navigate multiple software platforms.
Strong computer skills and accurate data entry.
Excellent written and verbal English communication skills.
Ability to handle a high volume of incoming and outgoing calls.
Comfort working with established scripts, checklists, and procedures.
Ability to handle confidential and sensitive client information.
Willingness to participate in call reviews, performance evaluations, and ongoing training.
Strong telephone etiquette and professional communication skills.
Exceptional interpersonal and active listening skills.
Empathy and emotional intelligence when interacting with individuals facing stressful or sensitive situations.
Consultative sales and client conversion skills.
Confidence discussing consultation fees, legal service costs, and payment requirements.
Strong follow-up and lead management skills.
Excellent organizational and time management abilities.
High attention to detail and accurate documentation skills.
Ability to manage multiple leads and priorities simultaneously.
Strong critical thinking and problem-solving abilities.
Ability to recognize urgent situations and escalate matters appropriately.
Technological proficiency and adaptability to new software systems.
Discretion and ability to handle confidential information.
Accountability and a results-oriented mindset.
Coachability and openness to feedback, call reviews, and performance metrics.
Ability to remain professional and composed when communicating with upset, frustrated, or distressed individuals.
Availability to work Monday through Friday, 8:00 AM to 5:00 PM EST.
Ability to handle a call volume of 45 or more calls per day.

Nice To Haves

Previous legal intake experience, particularly in criminal defense or family law.
Experience in high-volume professional services, sales, healthcare intake, insurance, or other client-facing environments.

Responsibilities

Answer incoming calls from prospective clients and respond promptly to inquiries from the website, text messages, email, referrals, and other channels.
Follow up on unsigned engagement agreements and outstanding initial payments.
Follow up with prospective clients after consultations when they have not yet retained the firm.
Collect consultation payments when applicable.
Schedule attorney consultations and maintain an organized consultation calendar.
Pre-qualify prospective clients financially before scheduling attorney consultations.
Return missed calls and proactively follow up with prospective clients who have not responded.
Send intake forms, appointment confirmations, reminders, and document requests.
Prepare concise and accurate intake summaries for attorneys before consultations.
Communicate firm-approved consultation fees, starting legal fees, minimum initial payments, and payment options without independently negotiating or modifying fees.
Conduct initial intake interviews and collect comprehensive information about prospective clients and their legal matters.
Maintain consistent follow-up communication with warm and high-priority leads.
Gather relevant family law information, including information about divorce, child custody, child support, legitimation, modifications, contempt proceedings, DFCS matters, existing court orders, upcoming hearings, children, assets, and opposing parties.
Collect essential criminal case information, including charges, jurisdiction, court dates, custody and bond status, existing legal representation, and case progress.
Gather information for preliminary conflict checks, including opposing parties, alleged victims, co-defendants, spouses, and other individuals involved.
Determine whether prospective matters fall within the firm's accepted practice areas and identify cases requiring immediate attorney attention.
Screen prospective clients according to established firm criteria for criminal defense and family law cases.