V104 - Intake Specialist | Intake & Client Relations Specialist

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

Job summary

Job Duck LLC seeks a Bilingual Intake Specialist to be the first point of contact for prospective and existing clients of a growing law firm. You will connect with potential clients, understand their needs, provide updates, and guide qualified leads toward becoming clients while supporting appointment scheduling and client communications.

The role requires excellent bilingual English/Spanish communication, reliability, and the ability to work independently in a fast-paced environment.

Qualifications

• Excellent bilingual communication in English and Spanish.
• Strong client service orientation and ability to build trust.
• Experience in intake, legal support, customer service, sales, call center, or related client-facing role.

Responsibilities

• Coordinate with the team to ensure call coverage during absences or breaks.
• Act as back-up for phone answering or intake coverage when needed.
• Make outbound calls at the client’s request.
• Coordinate with reception to ensure proper handoffs (15–30 calls/day).
• Maintain accurate records in Clio and Clio Grow.
• Persuasively convert new leads into qualified clients.
• Answer and return intake and follow-up calls from new and existing clients.
• Perform intake-related administrative tasks, data entry, and legal document management.
• Conduct collections outreach when applicable.
• Contribute to intake projects and tasks as business needs evolve.
• Support existing clients with general, non-substantive inquiries.
• Schedule appointments and follow-ups with precision.
• Handle inbound calls and provide updates or information on current cases.

Skills

Bilingual English/Spanish

Persuasive communication

Strong listening skills

Client service orientation

Independent worker

Tools

Clio

Clio Grow

Microsoft Office

Job description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description

Join Job Duck as a Bilingual Intake Specialist and become an important first point of contact for prospective and existing clients of a growing law firm. In this role, you will connect with potential clients, understand their needs, provide helpful updates, and confidently guide qualified leads toward becoming clients. You will also support appointment scheduling, client communication, collections outreach, and accurate maintenance of legal records. The ideal candidate is a persuasive and professional communicator who is dependable, proactive, responsive, and comfortable working independently in a fast paced environment. If you enjoy building trust through meaningful conversations and making a positive impact on the client experience, this could be an excellent opportunity for you.

Monthly Compensation: $1,150 to $1,220 USD

Responsibilities

• Coordinate with the team to ensure call coverage during absences or breaks
• Act as back-up for phone answering or intake coverage when needed
• Make outbound calls at the client’s request
• Coordinate closely with reception to ensure proper handoffs (15–30 calls/day)
• Maintain accurate records in Clio and Clio Grow
• Persuasively convert new leads into qualified clients
• Answer and return intake and follow-up calls from new and existing clients
• Perform intake-related administrative tasks, data entry, and legal document management
• Conduct collections outreach when applicable
• Contribute to intake projects and tasks as business needs evolve
• Support existing clients with general, non-substantive inquiries
• Schedule appointments and follow-ups with precision
• Handle inbound calls and provide updates or information on current cases

Requirements

Timezone and Schedule

• Pacific Standard Time
• Monday through Friday
• 8:00 AM to 5:00 PM
• Previous experience in intake, legal support, customer service, sales, call center, or a related client facing role
• Strong verbal and written English communication skills
• Ability to confidently communicate with prospective clients and build trust
• Comfortable handling both inbound and outbound calls
• Ability to maintain accurate client records and confidential information
• Reliable computer and phone availability throughout scheduled working hours
• Strong and dependable internet connection and professional home office setup
• Ability to provide a rapid contact method for emergencies, such as WhatsApp or a personal phone number
• Availability to work Monday through Friday during the required schedule

Software and Tools

• Clio
• Clio Grow
• Phone and communication systems
• Microsoft Office or comparable productivity tools

Call Volume

• Approximately 5 to 10 inbound calls per day
• Approximately 10 to 12 outbound calls per day
• The role is primarily focused on outbound intake and follow up calls, with the receptionist handling the initial inbound calls

Required Skills

• Excellent bilingual communication skills in English and Spanish
• Strong persuasive and consultative communication abilities
• Excellent listening and interpersonal skills
• Strong client service orientation
• Professional and courteous demeanor
• Highly reliable and punctual
• Strong sense of responsibility and accountability
• Excellent follow through and responsiveness
• Comfortable communicating with prospective clients and addressing their concerns
• Ability to build rapport and establish trust quickly
• Comfortable working with a high volume of calls
• Strong organizational and time management skills
• Detail oriented approach to data entry and record management
• Independent and proactive work style
• Resourceful problem solver who can identify solutions without constant supervision
• Adaptable and willing to take on additional intake related tasks and projects as needed
• Ability to coordinate effectively with team members to maintain consistent phone coverage
• Professional judgment when handling client communications and non substantive inquiries

Work Shift

Languages: English, Spanish