Remote Legal Intake Specialist - Compassionate Client Care

Job Duck, LLC; Colombia; Remote; COP 40,564,000 - 43,334,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Professional development and training

Dedicated support

Job summary

Job Duck, LLC is seeking a compassionate Legal Intake Specialist to be 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 client-facing role requires strong English communication and the ability to guide conversations with empathy. Remote work with structured processes and CRM system usage is expected.

Qualifications

• Minimum of 2 years of 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.

Responsibilities

• 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

Skills

Customer service

English communication

Tools

CRM systems

Job description

Job Duck, LLC is seeking a compassionate Legal Intake Specialist to be 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 client-facing role requires strong English communication and the ability to guide conversations with empathy. Remote work with structured processes and CRM system usage is expected.