Remote Legal Intake & Client Onboarding Specialist

Job Duck, LLC; United States; Remote; USD 13,000 - 14,000; Full time

Job summary

Job Duck, LLC is seeking a highly organized Intake Specialist to serve as the first contact for prospective clients seeking legal representation. You will manage inquiries, conduct initial intake interviews, pre-qualify leads, and guide clients through consultations and onboarding, ensuring attorneys receive accurate and complete information.

The role requires empathy, strong communication, confidentiality, and the ability to balance consultative sales with client service in a fast-paced

Qualifications

• Excellent written and verbal English communication.
• Experience with case management or CRM systems.
• Ability to handle a high volume of calls (45+ per day).
• Proficiency with Microsoft Office or similar productivity tools.

Responsibilities

• Answer incoming calls from prospective clients and respond promptly to inquiries via multiple channels.
• Pre-qualify prospective clients financially before scheduling attorney consultations.
• Schedule attorney consultations and maintain an organized calendar.
• Prepare concise intake summaries for attorneys before consultations.

Skills

Empathy

Excellent English comms

Telephone etiquette

Data entry accuracy

Adaptability to scripts

Tools

Clio Grow

Clio Manage

RingCentral

Case Status

Monday.com

Dropbox

Job description

Job Duck, LLC is seeking a highly organized Intake Specialist to serve as the first contact for prospective clients seeking legal representation. You will manage inquiries, conduct initial intake interviews, pre-qualify leads, and guide clients through consultations and onboarding, ensuring attorneys receive accurate and complete information.

The role requires empathy, strong communication, confidentiality, and the ability to balance consultative sales with client service in a fast-paced