Legal Intake Specialist: Seamless Client Onboarding

Job Duck, LLC; United States; Sur place; USD 13 000 - 14 000; Plein temps

Résumé du poste

Job Duck, LLC is seeking an Intake Specialist to deliver a professional, welcoming first experience for prospective clients. You will manage inbound leads, answer calls, schedule paid consultations, coordinate calendars, and maintain accurate CRM records in Clio Grow/Manage.

The role requires at least 1 year in a client-facing role, strong English skills, and the ability to collaborate with a legal team while handling multiple priorities in a fast-paced environment.

Qualifications

• Minimum of 1 year of experience in a client-facing role, such as customer service or sales.
• Advanced/native-level English skills (both written and spoken)
• Experience in intake, lead management, customer service, appointment scheduling, reception, or a related client-facing role
• Clear and professional verbal communication
• Strong client service skills
• Professional telephone etiquette
• Inbound lead management
• Outbound follow-up
• Consultation scheduling
• Calendar coordination
• CRM management
• Accurate data entry
• Attention to detail
• Results-oriented approach
• Strong work ethic
• Professionalism
• Team collaboration
• Organization and time management
• Reliability and accountability
• Ability to manage multiple priorities
• Consistent follow-through

Responsabilités

• Make outbound calls to prospective clients who require additional follow-up
• Manage inbound leads and guide prospective clients through the initial intake process
• Answer incoming calls and provide a professional first point of contact for prospective clients
• Schedule paid consultations and add appointments to the appropriate calendar
• Collaborate with the legal team to support consultation scheduling and lead conversion efforts
• Communicate professionally with prospective clients and internal team members
• Support a consistent and organized intake experience
• Track lead activity and update communication records in the CRM
• Coordinate appointments through Calendly and Outlook
• Send consultation reminders and follow-up communications
• Maintain accurate and current lead information in Clio Grow and Clio Manage

Description du poste

Job Duck, LLC is seeking an Intake Specialist to deliver a professional, welcoming first experience for prospective clients. You will manage inbound leads, answer calls, schedule paid consultations, coordinate calendars, and maintain accurate CRM records in Clio Grow/Manage.

The role requires at least 1 year in a client-facing role, strong English skills, and the ability to collaborate with a legal team while handling multiple priorities in a fast-paced environment.