Legal Intake Specialist

Job Duck, LLC; Colombia; Remote; COP 40,758,000 - 43,542,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Professional development

Remote work support

Job summary

Job Duck, LLC is hiring a Legal Intake Specialist to serve as the first point of contact for prospective clients seeking guidance on Medicaid planning, estate planning, asset protection, long-term care planning, and special needs planning. This remote, client-facing role emphasizes empathy, accuracy, and adherence to scripts and CRM processes.

Responsibilities include qualifying clients, gathering sensitive information, scheduling consultations, and maintaining detailed CRM notes while providing

Qualifications

• Minimum of 2 years in intake or customer service roles.
• Experience working in a law firm.
• Strong English communication, both verbal and written.
• Ability to build rapport quickly over the phone.
• Comfortable following structured processes and documented procedures.
• Experience using CRM systems.

Responsibilities

• Conduct follow-up calls with prospective clients.
• Qualify prospective clients according to firm guidelines and established criteria.
• Gather financial, personal, and situational information accurately.
• Deliver a professional and compassionate client experience during every interaction.
• Follow established systems, scripts, workflows, and training protocols.
• Maintain accurate and detailed 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

Rapport building

Empathy

English skills

Active listening

CRM usage

Note-taking

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.

DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.