Legal Intake Specialist

🔥 1 hour ago

🌐 Brazil, South Africa – Remote

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💵 $1.1k - $1.2k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

👻 Ghost score 20%

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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

• Manage inbound and outbound calls • Gather and enter information from prospective clients according to intake procedures • Coordinate scheduling requests, appointment rescheduling, and cancellations • Maintain accurate, organized, and up-to-date records • Manage communications through RingCentral and email • Route calls and inquiries to appropriate team members • Provide a positive first impression through clear, courteous, client-focused communication • Make approximately 16 to 30 outbound calls per day as needed • Handle approximately 16 to 30 inbound calls per day • Document calls, messages, intake information, and follow-up activities • Enter, update, and maintain client and prospect information in Actionstep • Follow up on outstanding requests • Manage voicemails, return calls, and communicate messages accurately • Follow established workflows and assist with additional intake-related and administrative responsibilities

🎯 Requirements

• 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. • 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 • Previous law firm or legal intake experience is preferred • Familiarity with estate planning, elder law, probate, or related legal services is preferred • Actionstep or a similar CRM platform • RingCentral or a similar VoIP phone system • Email and general computer applications

🏖️ Benefits

• Remote work opportunity • Great Place to Work Certification environment

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