Legal Client Intake Representative

🔥 12 hours ago

🌐 Brazil, South Africa – Remote

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💵 $1.1k - $1.2k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

👻 Ghost score 19%

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Job Duck

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

• Support the Client Intake Manager with reporting and departmental needs • Conduct initial intake calls with prospective new clients • Collect detailed information regarding client matters and legal needs • Maintain accurate records and data related to intake calls and retention metrics • Follow firm guidelines for consistent and effective communication with prospective clients • Communicate best practices for working with the firm and legal team • Track ongoing contact with non-retaining prospective clients using spreadsheets

🎯 Requirements

• Timezone: PST • Proficiency with Microsoft Word, Outlook, Excel, and Windows Operating System • Familiarity with Adobe Acrobat • Familiarity with Clio or Datto • 2–3 years of experience in client-facing or intake roles preferred • Familiarity with legal or professional services environments a plus • Strong communication and interpersonal skills • High emotional intelligence and empathy • Confidence and diplomacy in challenging conversations • Ability to transition prospective clients into retained clients • Self-motivated and self-directed in a goal-oriented environment • Detail-oriented with strong organizational skills • Experience with law practice management software preferred • English language proficiency

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification • Recruiter guidance through the application process

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