Legal Client Intake Representative (Fully Remote)

Job Duck, LLC; United States; Remote; USD 42,000 - 64,000; Full time

Job summary

Job Duck seeks a proactive Intake Coordinator to be the first point of contact for potential clients seeking legal representation. You will gather detailed information, maintain records, and support reporting with the Client Intake Manager and Marketing.

This remote role follows PST hours and supports reporting needs. Ideal candidates have 2–3 years in client-facing roles, strong communication, and proficiency in Microsoft Office, Adobe Acrobat, and practice management tools like Clio or Datto.

Qualifications

• 2-3 years of client-facing or intake experience in professional services.
• Proficient with Microsoft Office Suite, Windows OS, Adobe Acrobat.
• Familiar with law practice management software (e.g., Clio, Datto).

Responsibilities

• Conduct initial intake calls and gather detailed client information.
• Maintain accurate records and track non-retaining prospective clients.
• Communicate firm guidelines with diplomacy and confidence.

Skills

Intake coordination

Client communication

Microsoft Office

Attention to detail

Tools

Clio

Datto

Adobe Acrobat

Job description

• Serve as the first point of contact for individuals seeking legal representation, providing a compassionate and seamless intake experience.
• Collaborate with the Client Intake Manager and Marketing Department to support reporting and departmental needs.

Responsibilities:

• Conduct initial intake calls, gather detailed client information, and maintain accurate records.
• Track ongoing contact with non-retaining prospective clients using spreadsheets.
• Communicate best practices and firm guidelines with confidence and diplomacy.

Requirements:

• 2-3 years of client-facing or intake experience, preferably in legal or professional services.
• Strong proficiency with Microsoft Office Suite, Windows OS, Adobe Acrobat, and familiarity with law practice management software (e.g., Clio, Datto).
• High emotional intelligence, excellent communication skills, and the ability to transition prospects into retained clients.

Work Schedule:

• Timezone: PST; shift from 8:30 AM to 5:30 PM PST/PDT.

Job Duck

Job Duck connects ambitious individuals with remote job opportunities at US-based companies, fostering career growth and cultural diversity. As a lifestyle company, it prioritizes employee well-being and has earned the Great Place to Work Certification annually since 2022.