V104 - Intake Specialist | Intake & Client Relations Specialist
About The Position
Job Duck is hiring a bilingual Intake Specialist to serve as an important first point of contact for prospective and existing clients of a growing law firm. The role involves understanding prospective clients’ needs, providing helpful updates, and guiding qualified leads toward becoming clients. The specialist also supports appointment scheduling, client communication, collections outreach, and accurate legal-record maintenance. The successful candidate is a persuasive, professional communicator who is dependable, proactive, responsive, and comfortable working independently in a fast-paced environment. The role is primarily focused on outbound intake and follow-up calls, while the receptionist handles initial inbound calls. The position works Monday through Friday, 8:00 AM to 5:00 PM Pacific Standard Time, and requires a professional home-office setup, reliable computer and phone access, and a strong internet connection.
Requirements
- Previous experience in intake, legal support, customer service, sales, call center work, or a related client-facing role.
- Strong verbal and written English communication skills.
- Excellent bilingual communication skills in English and Spanish.
- Ability to confidently communicate with prospective clients and build trust.
- Comfort handling both inbound and outbound calls and a high call volume.
- Ability to maintain accurate client records and confidential information.
- Reliable computer and phone availability throughout scheduled working hours.
- Strong, dependable internet connection and a 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, 8:00 AM to 5:00 PM Pacific Standard Time.
- Strong persuasive and consultative communication abilities.
- Excellent listening and interpersonal skills and a strong client-service orientation.
- Professional and courteous demeanor.
- Reliability, punctuality, responsibility, accountability, follow-through, and responsiveness.
- Ability to address prospective clients’ concerns and establish rapport and trust quickly.
- Strong organizational and time-management skills.
- Attention to detail in data entry and record management.
- Independent, proactive work style and resourceful problem-solving ability.
- Adaptability and willingness to take on additional intake-related tasks and projects.
- Ability to coordinate effectively with team members to maintain consistent phone coverage.
- Professional judgment when handling client communications and non-substantive inquiries.
Responsibilities
- Coordinate with the team to ensure call coverage during absences or breaks.
- Provide backup phone-answering or intake coverage when needed.
- Make outbound calls at the client’s request.
- Coordinate with reception to ensure proper handoffs.
- Maintain accurate records in Clio and Clio Grow.
- Persuasively convert new leads into qualified clients.
- Answer and return intake and follow-up calls from new and existing clients.
- Perform intake-related administrative tasks, data entry, and legal document management.
- Conduct collections outreach when applicable.
- Contribute to intake projects and tasks as business needs evolve.
- Support existing clients with general, non-substantive inquiries.
- Schedule appointments and follow-ups.
- Handle inbound calls and provide updates or information on current cases.
Benefits
- Remote job opportunity.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
