V104-Legal Intake Specialist
About The Position
Job Duck is seeking a professional, client-focused Intake Specialist to support daily operations and provide a welcoming experience to prospective and existing clients. The role serves as an important first point of contact for individuals and families seeking legal assistance, helping ensure callers feel heard and supported. The specialist manages inbound and outbound calls, gathers and records intake information, coordinates scheduling requests, and maintains accurate records. The ideal candidate is organized, detail-oriented, adaptable, and comfortable balancing multiple requests in a fast-paced environment. Clear communication and dependable follow-through help the team stay organized and deliver consistent, high-quality service.
Requirements
- Previous experience in customer service, call handling, intake, reception, or a similar position.
- Strong verbal and written English communication skills.
- Professional phone etiquette and a client-focused approach.
- Strong organizational skills and attention to detail.
- Ability to manage multiple calls, requests, and follow-up tasks throughout the day.
- Reliable follow-through and the ability to prioritize tasks effectively.
- Basic computer proficiency and accurate data-entry skills.
- Ability to learn new software and follow established procedures.
- Ability to work independently while collaborating effectively with a team.
- Ability to work Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time, with lunch from 1:00 p.m. to 2:00 p.m.
- Familiarity with Actionstep or a similar CRM platform.
- Familiarity with RingCentral or a similar VoIP phone system.
- Familiarity with email and general computer applications.
Nice To Haves
- Previous law firm or legal intake experience.
- Familiarity with estate planning, elder law, probate, or related legal services.
Responsibilities
- Answer inbound calls and assist callers in a professional, friendly, and helpful manner.
- Make approximately 16 to 30 outbound calls per day, as needed.
- Handle approximately 16 to 30 inbound calls per day.
- Manage incoming and outgoing communications through RingCentral and email.
- Gather and enter relevant information from prospective clients according to established intake procedures.
- Enter, update, and maintain client and prospect information in Actionstep.
- Document calls, messages, intake information, and follow-up activities.
- Route calls and inquiries to the appropriate team members.
- Manage voicemails, return calls when appropriate, and communicate messages accurately.
- Maintain accurate scheduling and task information within the appropriate systems.
- Handle appointment rescheduling and cancellation requests according to established procedures.
- Document scheduling requests accurately and communicate changes to the appropriate team members.
- Follow up on outstanding requests when needed.
- Keep records accurate, organized, and up to date.
- Follow established workflows to ensure requests and tasks are handled consistently.
- Assist with additional intake-related and administrative responsibilities as needed.
- Provide a positive first impression through clear, courteous, and client-focused communication.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
