V104- Legal Client Services Specialist

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

Job summary

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

Responsibilities

• 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

Job description

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! Join us as an Intake Specialist and help prospective clients receive a professional, responsive, and welcoming first experience. In this role, you will manage inbound leads, answer calls, schedule paid consultations, coordinate calendars, and provide consistent follow-up throughout the intake process. You will also maintain accurate CRM records and send timely reminders to help prospective clients stay engaged. This opportunity is ideal for a results-oriented professional who communicates clearly, demonstrates a strong work ethic, and enjoys contributing to a collaborative legal team.

Monthly Compensation Range : from $1,142 to $1,220 USD.

Responsibilities

• 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

Additional Job Description

• Position: Intake Specialist for Legal Services
• Practice areas: Estate planning and probate, partitions, and personal injury
• Schedule: Full-time, Monday to Friday, 8:00 AM to 5:00 PM EST
• Time zone: Eastern Standard Time

Required Software and Tools

• Clio Grow
• Clio Manage
• Ooma
• Outlook
• Calendly

Required Experience and Skills

• 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

Work Shift

8:00 AM - 5:00 PM [EST][EDT] (United States of America)

Languages

English, Spanish