V104 - Legal Intake Associate

Job Duck

2d•Remote

About The Position

At Job Duck, we are seeking a compassionate and driven Legal Intake Associate to serve as the first point of contact for individuals seeking urgent legal assistance. In this role, you will engage with people during some of the most stressful moments of their lives, offering clarity, reassurance, and professional guidance. Your ability to listen carefully, ask the right questions, and act quickly will directly impact whether prospective clients receive timely legal support. This position is ideal for someone who thrives in a fast-paced environment, balances empathy with efficiency, and takes pride in delivering exceptional client experiences from the very first interaction.

Requirements

1 to 2 years of experience in legal intake or related client facing roles
Strong verbal and written communication skills
High emotional intelligence with a client first mindset
Excellent active listening and questioning abilities
Detail oriented with strong accuracy and documentation habits
Tech savvy and comfortable learning new systems
Customer service and consultative sales skills
Ability to remain calm and professional under pressure
Strong time management and prioritization skills
Professional judgment and discretion when handling sensitive information
Full time position aligned with Eastern Standard Time
Bilingual fluency in English and Spanish is mandatory
Legal case management or CRM systems such as Filevine, Clio, or Needles
VOIP or multi line phone systems
Electronic signature tools such as DocuSign
Zoom for virtual meetings
WhatsApp for internal or client communication
Dropbox for document management
Microsoft Office tools
Gmail

Nice To Haves

Prior experience in a law firm environment is strongly preferred
Experience supporting Personal Injury or Criminal Defense matters is highly valued

Responsibilities

Handle distressed or emotional callers with patience, empathy, and professionalism
Answer inbound phone calls, web form submissions, emails, and live chats from prospective clients
Guide qualified clients through electronic retainer and HIPAA form signing
Accurately document all interactions, case details, and statuses in the CRM
Send calendar invites, confirmations, and reminders
Assess basic eligibility based on fault, timelines, and case details
Clearly communicate the firm’s value, process, and next steps
Conduct consistent follow up with leads who have not yet signed
Schedule free consultations directly on attorneys’ calendars
Ask structured qualifying questions related to accidents, injuries, timelines, liability, and criminal charges