V104- Legal Client Services Specialist

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

Job summary

Job Duck LLC in the United States is seeking an Intake Specialist to deliver a professional, responsive first experience to prospective clients. You will manage inbound leads, answer calls, schedule paid consultations, coordinate calendars, and maintain CRM records.

This full-time role supports a collaborative legal team across estate planning, probate, partitions, and personal injury. Remote-friendly, 8:00 AM to 5:00 PM EST, with a focus on accuracy, clear communication, and timely follow-up.

Qualifications

• Minimum of 1 year 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

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

Skills

Inbound lead management

Appointment scheduling

CRM management

Data entry

English proficiency

Phone etiquette

Communication skills

Organizational skills

Time management

Team collaboration

Tools

Clio Grow

Clio Manage

Ooma

Outlook

Calendly

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 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.

• 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, and Calendly

• 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

Job Duck helps talented individuals work remotely for US‑based companies.

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