Legal Intake Specialist

🔥 1 hour ago

🌐 Mexico, Chile, +2 more countries – Remote

🇲🇽 Mexico – Remote 🇨🇱 Chile – Remote 🇭🇳 Honduras – Remote 🇸🇻 El Salvador – Remote

💵 $1.1k - $1.2k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

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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

• Ensure all interactions comply with confidentiality requirements • Follow up with clients using preset email workflows based on case status • Handle inbound and outbound phone calls from potential and existing clients • Manage and update the CRM pipeline accurately • Vet and qualify callers based on intake criteria • Complete live intake forms in Clio while speaking with callers • Maintain accurate records and documentation in the case management system • Provide timely updates to clients regarding their case progress • Support a disability law practice by managing client intake and early case communication • Deliver timely responses, accurate information, and a professional first impression of the firm

🎯 Requirements

• Legal intake experience or comparable case management exposure • Strong verbal communication skills with confidence on phone calls • High level of confidentiality and discretion • Excellent attention to detail and accuracy • Ability to manage multiple follow-ups while maintaining organization • Consistent and reliable work habits • Comfort working in structured workflows and CRM systems • Professional written communication for client updates • Full-time availability working Eastern Standard Time • Availability from 9:00 a.m. to 5:30 p.m. EST • Spanish proficiency required • Quiet and private workspace suitable for handling confidential information • Two monitors or a laptop with an additional external monitor • Location compatible with the firm’s VoIP provider country coverage • Proficiency with Clio for CRM and intake management • Compatibility with a VoIP phone system subject to geographic service restrictions • English-speaking role; application documents must be in English

🏖️ 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