V104 - Legal 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! We are seeking a highly disciplined and client-centered Intake Specialist to serve as a critical revenue driver in our firm. This is not a receptionist role—this position directly impacts firm growth by qualifying prospective clients, booking strategy sessions, and collecting consult fees at the time of scheduling. The ideal candidate combines warmth, empathy, and professionalism with strong sales discipline and adherence to process.
Requirements
- Strong phone presence with excellent listening and communication skills
- Ability to combine empathy with assertiveness, especially when asking for payment
- Comfortable discussing fees and confidently collecting payment
- High attention to detail and process discipline
- Reliable, consistent, and punctual with a strong work ethic
- Ability to handle emotionally sensitive conversations with professionalism and care
- Languages: English, Spanish
Nice To Haves
- Prior experience in a law firm, especially in intake or client services
- Experience in consultative sales, client intake, or call-based roles
- Familiarity with CRM systems (Lawmatics experience is a strong plus)
Responsibilities
- Execute disciplined follow-up on prospects who are not ready to book
- Utilize Lawmatics (CRM) to manage all leads and communications
- Follow all intake scripts, checklists, and workflows exactly as designed
- Clearly communicate value and expectations to prospective clients
- Consistently move leads forward through the pipeline
- Maintain accurate, complete, and timely records of all interactions
- Book strategy sessions with qualified leads
- Qualify callers based on firm-established criteria
- Collect consult fees at the time of booking
- Navigate sensitive conversations
- Serve as the first point of contact for prospective clients via phone
Benefits
- Great Place to Work Certification
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
