V104- Law Firm Intake Specialist
About The Position
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022! Job Description: Job Duck is seeking a highly professional and results-oriented Intake Specialist to support a busy estate planning and probate practice. In this role, you will be the first point of contact for prospective clients, handling inbound calls and inquiries with clarity, confidence, and empathy. You will play a key role in qualifying leads, scheduling consultations, and ensuring potential clients receive a seamless and professional experience from the first interaction. This position is ideal for someone who communicates clearly, enjoys working with people, and is motivated by converting inquiries into scheduled consultations. Your daily work will directly impact the firm’s growth by turning interest into meaningful client relationships.
Requirements
- This role supports a solo estate planning and probate law practice
- Full time position aligned with Arizona Time (MST/PDT)
- Phone focused role with light to moderate daily call volume
- Sales mindset is strongly valued due to lead conversion expectations
- Clio Grow CRM
- 3CX VOIP system (open to change if needed)
- Calendly or similar scheduling tool
Responsibilities
- Communicate with clients and leads via email and phone
- Schedule consultations accurately and efficiently
- Manage and update client and lead information in the CRM
- Support lead conversion efforts through professional and timely responses
- Follow up on inquiries to maintain engagement
- Vet and qualify callers based on firm criteria
- Answer inbound phone calls from prospective clients
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
