Legal Intake Specialist

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

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.

📋 Description

• Execute disciplined follow-up on prospects who are not ready to book. • Utilize Lawmatics (CRM) to manage all leads and communications. • Follow all intake scripts, checklists, and workflows exactly as designed. • Clearly communicate value and expectations to prospective clients. • Consistently move leads forward through the pipeline. • Maintain accurate, complete, and timely records of all interactions. • Book strategy sessions with qualified leads. • Qualify callers based on firm-established criteria. • Collect consult fees at the time of booking. • Navigate sensitive conversations. • Serve as the first point of contact for prospective clients via phone.

🎯 Requirements

• Prior experience in a law firm, especially in intake or client services. • Experience in consultative sales, client intake, or call-based roles. • Familiarity with CRM systems (Lawmatics experience is a strong plus). • Strong phone presence with excellent listening and communication skills. • Ability to combine empathy with assertiveness, especially when asking for payment. • Comfortable discussing fees and confidently collecting payment. • High attention to detail and process discipline. • Reliable, consistent, and punctual with a strong work ethic. • Ability to handle emotionally sensitive conversations with professionalism and care. • Languages: English, Spanish.

🏖️ Benefits

• Competitive salary. • Paid Time Off. • 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.