Intake Specialist, Legal Intake and Client Relations

🔥 0 minutes ago

🌐 United States, Brazil, +1 more countries – Remote

🇺🇸 United States – Remote 🇧🇷 Brazil – Remote 🇿🇦 South Africa – Remote

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $1.1k - $1.2k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

👻 Ghost score 16%

What it means: how likely this posting is sitting open without active hiring.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

• Review and correct CRM data errors regularly • Maintain accurate CRM records for incoming calls, qualified leads, scheduled consultations, referral sources, and other key metrics • Acknowledge, appropriately direct, or follow up with every person who contacts the firm • Make referrals when a prospect cannot be assisted by the firm • Explain the value of meeting with the DOCE, refundable seat deposits, and cancellation/rescheduling policies • Follow up with prospects to encourage retainer agreements and initial payments • Prepare and send retainer agreements and payment links as directed by the DOCE • Stay current on firm services, intake protocols, and CRM workflows • Review the pipeline and send reminders to prospects scheduled within the next two to seven days • Follow up with leads who did not schedule, missed evaluations, and no-hire prospects • Send appointment reminders at least two days before evaluations • Process Case Evaluation seat deposits and consultation balances • Maintain a minimum 98% error-free CRM entry rate • Prepare complete Intake Profiles and relevant prospect information for the DOCE • Schedule Case Evaluation appointments on the DOCE’s calendar • Answer and screen incoming calls using qualification questions to assess case type, location, and conflicts of interest • Initiate CRM drip campaigns for newly scheduled prospects • Process payments through LawPay • Audit CRM entries for completeness and accuracy • Review lead volume, conversion rates, and referral-source data monthly with the DOCE or Administrative Manager • Perform other related duties as needed

🎯 Requirements

• Time Zone: EST • Office Hours: 9:00 AM–5:30 PM EST • Location: New Jersey. • Expected call volume: 6–15 calls per day • The position operates under the direction of the Administrative Manager and has no supervisory authority unless specifically delegated • CRM: Action Steps • VoIP: Zoom • Email • Calendar management tools • The Intake Specialist will work in support of and under the supervision of an attorney • The Intake Specialist must not provide legal advice, interpret potential case outcomes, or recommend a course of legal action • The position requires compliance with applicable ABA Rules of Professional Conduct and New Jersey State Bar Association rules regarding non attorney support staff. • Excellent verbal and written English communication skills • Strong interpersonal and client service skills • Professional, empathetic, and energetic communication style • Strong organizational and time management skills • Ability to confidently screen and qualify prospective clients using established questions and protocols • Strong attention to detail and commitment to maintaining accurate CRM records • Ability to manage multiple leads and follow up activities while maintaining timely communication • Comfortable discussing payments, deposits, scheduling procedures, and firm policies with prospective clients • Ability to communicate clearly and professionally by phone, email, and text • Ability to follow established processes, workflows, and intake protocols consistently • Strong follow through and accountability to ensure leads do not fall through the cracks • Ability to work independently while following direction from management and attorneys • Ability to maintain confidentiality and exercise appropriate professional judgment • Comfortable working with CRM systems, communication platforms, payment systems, and scheduling tools • English language required

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification environment