Legal Intake Specialist

Job Duck, LLC; Colombia; Remote; COP 40,328,000 - 43,082,000; Full time

Job summary

Job Duck, LLC is seeking a compassionate Legal Intake Specialist to be the first point of contact for potential clients seeking Medicaid planning, estate planning, and related services. This client-facing role requires empathy, accuracy, and a calm, professional demeanor over the phone.

You will gather information, qualify prospects per firm guidelines, and schedule consultations with attorneys, while maintaining precise CRM records and delivering an excellent client experience.

Qualifications

• Minimum 2 years in intake or client-support roles.
• Current experience in a law firm is required.
• Strong verbal and written English communication.
• Ability to build rapport quickly and on the phone.
• Quiet, professional remote work environment with reliable internet.

Responsibilities

• Conduct follow-up calls with prospective clients.
• Qualify prospective clients according to firm guidelines.
• Gather and verify financial, personal, and situational information accurately.
• Deliver a professional and compassionate client experience during every interaction.
• Follow established scripts, workflows, and training protocols.
• Maintain accurate CRM records and notes.
• Schedule consultations with attorneys and advisors when appropriate.
• Identify the nature of each caller’s legal concerns.
• Answer inbound calls promptly, professionally, and with empathy.

Skills

Intake experience

CRM proficiency

Verbal communication

Written communication

Tools

CRM software

Job description

JOB DUCK IS HIRING A LEGAL INTAKE SPECIALIST

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification for 4 years!

Role Overview

We are seeking a compassionate, detail-oriented Legal Intake Specialist to serve as the first point of contact for prospective clients seeking guidance related to Medicaid planning, estate planning, asset protection, long-term care planning, and special needs planning.

This is a client-facing, conversation-driven role that directly impacts both the client experience and the firm's growth. The individuals and families who contact our firm are often overwhelmed, confused about complex planning issues, or anxious about protecting their assets and loved ones.

Schedule:

Monday to Friday from 8:00 AM to 5:00 PM EST/EDT

Your Responsibilities Will Include but Are Not Limited To:

• Conducting follow-up calls with prospective clients
• Qualifying prospective clients according to firm guidelines and established criteria
• Gathering and verifying financial, personal, and situational information accurately
• Delivering a professional and compassionate client experience during every interaction
• Following established systems, scripts, workflows, and training protocols
• Maintaining accurate and detailed CRM records and notes
• Scheduling consultations with attorneys and advisors when appropriate
• Identifying the nature of each caller’s legal concerns
• Answering inbound calls promptly, professionally, and with empathy

What We’re Looking For:

• Minimum of 2 years of experience in intake, customer service, client services, call center, or phone-based client support roles.
• Current experience working in a law firm is required.
• Strong verbal and written English communication skills.
• Ability to build rapport quickly and establish trust over the phone.
• Ability to guide conversations naturally without sounding scripted.
• Ability to remain calm, professional, and empathetic when speaking with stressed or emotional callers.
• Comfortable following structured processes and documented procedures.
• Experience using CRM systems and maintaining detailed records.
• Ability to type and take notes while actively engaging in a conversation.
• Reliable internet connection and a quiet, professional remote work environment.
• Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
• Quiet, distraction-free remote work environment

What’s In It for You?

• Monthly compensation starting from 1142 USD to 1220 USD
• Paid time off.
• Parental leave.
• Opportunities for professional development and training
• Dedicated support from our team.
• A chance to work with clients who share our values.