Legal Intake & Client Services Specialist

flywheel; United States; Remote; USD 13,000 - 14,000; Full time

Job summary

Job Duck, a lifestyle platform connecting job seekers with US-based employers, seeks an Intake Specialist for Legal Services. This full-time role runs 8:00 AM to 5:00 PM EST and uses Clio Grow/Clio Manage for intake workflows and CRM data entry.

Primary duties include managing leads, scheduling consultations, and coordinating with the legal team to support timely lead conversion, all while delivering professional client care.

Qualifications

• Minimum of 1 year in a client-facing role (customer service or sales).
• Advanced or native-level English, written and spoken.
• Experience in intake, lead management, appointment scheduling, or reception.
• Clear, professional verbal communication.
• Strong client service and telephone etiquette.
• Inbound lead management and outbound follow-up experience.
• Accurate data entry and CRM record maintenance.
• Ability to manage multiple priorities with reliability.

Responsibilities

• Make outbound calls to prospective clients requiring follow-up.
• Manage inbound leads and guide through initial intake.
• Answer calls and provide a professional first contact point.
• Schedule paid consultations and add to calendars.
• Coordinate with legal team to support scheduling and lead conversion.
• Communicate professionally with clients and internal teams.
• Maintain a consistent, organized intake experience.
• Track lead activity and update CRM records (Clio Grow/Clio Manage).
• Coordinate appointments via Calendly and Outlook.
• Send consultation reminders and follow-ups.

Skills

Client-facing communication

Lead management

Appointment scheduling

CRM management

Phone etiquette

Calendar coordination

Data entry accuracy

Time management

Multitasking

Team collaboration

Tools

Clio Grow

Clio Manage

Ooma

Outlook

Calendly

Job description

Job Duck, a lifestyle platform connecting job seekers with US-based employers, seeks an Intake Specialist for Legal Services. This full-time role runs 8:00 AM to 5:00 PM EST and uses Clio Grow/Clio Manage for intake workflows and CRM data entry.

Primary duties include managing leads, scheduling consultations, and coordinating with the legal team to support timely lead conversion, all while delivering professional client care.