V104 - Law Firm Intake Coordinator

Job Duck

1d • Remote

About The Position

Job Duck is seeking a reliable and detail-oriented Law Firm Intake Coordinator to support a disability law practice by managing client intake and early case communication. This role is central to ensuring potential and existing clients receive timely responses, accurate information, and a professional first impression of the firm. The Law Firm Intake Coordinator will handle a steady volume of inbound and outbound calls, complete live intake within the CRM, and manage follow-ups based on each client’s situation. Success in this role requires comfort with phone-based work, strong organization skills, and a high level of discretion when handling sensitive legal information. This position is ideal for someone who enjoys structured workflows, clear expectations, and making a meaningful impact on the client experience.

Requirements

• Legal intake experience or comparable case management exposure
• Strong verbal communication skills with confidence on phone calls
• High level of confidentiality and discretion
• Excellent attention to detail and accuracy
• Ability to manage multiple follow-ups while maintaining organization
• Consistent and reliable work habits
• Comfort working in structured workflows and CRM systems
• Professional written communication for client updates
• Spanish proficiency required
• Quiet and private workspace suitable for handling confidential information
• Two monitors required or a laptop with an additional external monitor
• Location must be compatible with the firm’s VoIP provider country coverage

Responsibilities

• Maintain accurate records and documentation in the case management system
• Provide timely updates to clients regarding their case progress
• Vet and qualify callers based on intake criteria
• Complete live intake forms in Clio while speaking with callers
• Handle inbound and outbound phone calls from potential and existing clients
• Ensure all interactions comply with confidentiality requirements
• Follow up with clients using preset email workflows based on case status
• Manage and update the CRM pipeline accurately

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed