V104- Legal Intake and client 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: This role offers an exciting opportunity to support a fast‑growing legal practice by serving as a key point of connection between potential clients and the firm’s services. As an Intake Specialist with Job Duck, you will guide individuals through their first interactions, ensuring they feel supported, understood, and well‑informed throughout the process. Each day, you’ll help nurture warm leads, collect critical case information, and maintain accurate documentation that strengthens the client onboarding pipeline. Success in this role comes from being proactive, attentive, and confident in engaging with people while remaining highly organized and reliable. Candidates who thrive in dynamic environments and enjoy helping others will excel in this position.
Requirements
- Full‑time position supporting a bankruptcy law practice
- Work hours: 8 to 5 EST
- Software and tools used:
- Next Chapter (CRM)
- Clio Manage and Clio Grow
- Whale for process training/documentation
- Spanish is mandatory
- High‑volume warm lead environment (60–90 leads monthly) with the goal of increasing conversions from the current 18 per month
- Requires consistent communication on calls and email nurturing
- Ideal start date: As soon as possible
Responsibilities
- Support attorneys and team members by ensuring all intake information is complete and accurate
- Monitor incoming leads and act promptly to avoid missed opportunities
- Collect documents from clients and upload them into the CRM systems
- Collaborate with management and the front desk during onboarding and workflow transitions
- Help improve conversion rates by delivering highly attentive and personalized interactions
- Maintain professionalism and clarity when setting expectations with clients
- Nurture potential clients via phone and email communications
- Conduct outbound follow‑up calls to warm leads to encourage conversion and scheduling
- Perform accurate data entry and maintain organized digital files
- Meet one‑on‑one with clients to gather essential information
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
