Intake Specialist – Legal Intake and Scheduling Specialist

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🌐 Brazil, Honduras, +6 more countries – Remote

🇧🇷 Brazil – Remote 🇭🇳 Honduras – Remote 🇸🇻 El Salvador – Remote 🇨🇴 Colombia – Remote 🇨🇱 Chile – Remote 🇿🇦 South Africa – Remote 🇵🇪 Peru – Remote 🇲🇽 Mexico – Remote

💵 $1.4k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

👻 Ghost score 20%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

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.

📋 Description

• Protect confidential information and comply with privacy and confidentiality requirements • Maintain accurate lead records, communication histories, and follow-up activities • Handle prospective client interactions with empathy, discretion, and professionalism • Answer incoming prospective client calls through the firm's main phone line using VXT • Return missed calls and respond to voicemails within the same business day • Gather and accurately document prospective client inquiries • Screen prospective clients according to written intake procedures and qualification criteria • Process prospective client payments through Clio • Schedule consultations between qualified prospective clients and attorneys • Identify inquiries aligned with the firm's practice areas and intake requirements • Enter, organize, and manage prospective client leads in Clio Grow • Execute scheduled email and phone follow-ups • Provide flat fee quotes based on the firm's fee schedule • Prepare and send engagement agreements for electronic signature • Provide a welcoming and professional experience during sensitive conversations • Follow intake procedures without providing legal advice or assessing legal merits

🎯 Requirements

• Monday to Friday, 9:00 AM to 5:00 PM CST • Must work Central Standard Time (Missouri) • Previous experience in law firm intake or a call center is preferred • Criminal defense experience is highly preferred • Experience handling inbound and outbound calls, qualifying leads, and coordinating appointments is beneficial • Familiarity with legal intake procedures and client management processes is a plus • Experience with or willingness to learn Clio Grow • Familiarity with VXT or other cloud-based phone systems is beneficial • Ability to manage email and phone follow-up schedules • Comfortable processing electronic engagement agreements and client payments through Clio • Excellent spoken and written English • Advanced English proficiency is required • Spanish proficiency is a plus • Willingness to sign a confidentiality agreement • Ability to successfully complete a criminal background check • Ability to handle sensitive and confidential prospective client information with discretion • Must understand that the role does not involve providing legal advice or evaluating the legal merits of a case • Excellent verbal and written English communication skills • Strong empathy and emotional intelligence • Active listening skills • Strong client service orientation and professional telephone manner • Sound judgment and critical thinking when screening prospective clients • Ability to identify inquiries that do not meet intake criteria • Patience and composure during sensitive, emotional, or challenging conversations • Strong organizational and time management skills • Ability to manage multiple inquiries, follow-up tasks, and appointments simultaneously • Attention to detail when collecting, entering, and maintaining client information • Reliability, accountability, and consistent follow-through • Ability to work independently while following established procedures and guidelines • Professionalism and discretion with confidential information • Adaptability and willingness to learn new software, procedures, and workflows

🏖️ Benefits

• Great Place to Work Certification • Remote work arrangement

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