V104- Legal Intake and client Specialist jobs in United States
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Job Duck · 16 hours ago

V104- Legal Intake and client Specialist

Job Duck is a lifestyle company that connects individuals with rewarding remote job opportunities. They are seeking a Legal Intake and Client Specialist to support a fast-growing legal practice by guiding potential clients through their initial interactions and ensuring a smooth onboarding process.

Staffing & Recruiting

Responsibilities

Support attorneys and team members by ensuring all intake information is complete and accurate
Monitor incoming leads and act promptly to avoid missed opportunities
Collect documents from clients and upload them into the CRM systems
Collaborate with management and the front desk during onboarding and workflow transitions
Help improve conversion rates by delivering highly attentive and personalized interactions
Maintain professionalism and clarity when setting expectations with clients
Nurture potential clients via phone and email communications
Conduct outbound follow‑up calls to warm leads to encourage conversion and scheduling
Perform accurate data entry and maintain organized digital files
Meet one‑on‑one with clients to gather essential information

Qualification

Next Chapter (CRM)Clio ManageClio GrowSpanishHigh-volume lead managementData entryClient communicationOrganizational skills

Required

Full-time position supporting a bankruptcy law practice
Work hours: 8 to 5 EST
Spanish is mandatory
High-volume warm lead environment (60–90 leads monthly) with the goal of increasing conversions from the current 18 per month
Requires consistent communication on calls and email nurturing
Ideal start date: As soon as possible
Software and tools used: Next Chapter (CRM), Clio Manage and Clio Grow, Whale for process training/documentation

Company

Job Duck

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We help incredible people find amazing careers working from home for a United States-based business.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase