Legal Intake and Client Conversion Assistant

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November 9

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Job Duck

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HR Tech • Recruitment • B2B

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

201 - 500 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

📋 Description

• Follow up with leads to ensure conversion and engagement • Manage and respond to online consultation requests • Coordinate and schedule initial consultations • Serve as the primary point of contact for new prospective clients • Send appropriate forms and emails to prepare clients for consultations • Enter client information into Clio Grow and Clio Manage accurately • Answer and manage incoming calls professionally and empathetically • Set up SharePoint folders to collect and organize client documents • Maintain clear and respectful communication with clients and team members • Provide referrals for leads outside the firm’s scope of practice

🎯 Requirements

• Time Zone: Eastern Standard Time (EST US) • Schedule: Monday to Friday, 8:00 AM to 5:00 PM EST • Software: Clio Grow Clio Manage SharePoint

🏖️ Benefits

• Competitive salary. • Paid Time Off and holiday pay (where applicable). • Annual Bonuses. • 100% remote/home-based position. • Full-time, long-term career opportunities. • Parental Leave. • Professional development and training. • Dedicated team support. • Alignment with our clients' core values.