JD
V104 - Intake Specialist | Client Intake and Lead Management Specialist
Contract type
Ongoing
Work mode
Remote
Experience
Lead / principal · Not stated
Level inferred from job title
Job description
An Intake Specialist supporting a US legal practice by handling incoming inquiries, conducting intake calls, and documenting and following up on leads. The role is the first point of contact for prospective clients, gathering information for the legal team to evaluate cases.
At a glance
- Employment
- Full-time
- Work mode
- Remote
- Languages
- English, Spanish
- Pay
- USD 1,150 – 1,220 / month
What you'll do
- Prepare clear, accurate, and organized summaries of intake conversations
- Conduct intake calls to gather essential details about potential cases
- Reach out to prospective clients to obtain relevant information and assess their initial needs
- Manage incoming leads through phone calls and email communications
- Adapt to new workflows and incorporate feedback to improve efficiency and accuracy
- Monitor pending leads and follow up consistently to help prevent missed opportunities
- Follow up with prospective clients to obtain missing information and maintain engagement
- Enter new leads and update existing records in Lead Docket
- Follow established procedures for handling client information and maintaining confidentiality
- Use VXT, Microsoft Teams, Outlook, Calendly, Lead Docket, and VPN tools to support daily operations
- Coordinate communications and relevant updates with the client as needed
- Ensure lead information is complete, accurate, and properly documented
- Organize and prioritize leads for the client's review and screening process
What we're looking for
- Schedule: Monday through Friday, 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM EST
- Strong verbal and written communication skills in English
- Empathetic and compassionate approach when interacting with prospective clients
- High attention to detail and accuracy when documenting information
- Excellent organizational and time management skills
- Ability to manage multiple priorities and maintain consistent follow up
- Familiarity with CRM systems and lead management processes
- Strong active listening and information gathering skills
- Persistence and initiative when contacting and following up with potential clients
- Ability to learn new software, systems, and procedures quickly
- Ability to summarize intake conversations clearly and accurately
- Professional telephone etiquette and email communication skills
- Ability to follow instructions, accept feedback, and work effectively under supervision
- Commitment to maintaining confidentiality and handling sensitive information appropriately
- Familiarity with CRM systems and the ability to learn new software and workflows efficiently
- Expected call volume: approximately 6 to 15 calls per day
Nice to have
- Bilingual English and Spanish preferred
- Previous experience in client intake, customer service, administrative support, or a legal environment is preferred
- Spanish proficiency preferred
How to get hired
- 1Application submission is the first step
- 2The application process involves multiple stages, and every candidate must successfully pass each stage to move forward
- 3A recruiter will be assigned to guide candidates through the application process
- 4Candidates should watch email and WhatsApp for next steps and check their spam folder
Apply
About Job Duck
Unlocks and nurtures your potential
Job Duck connects people with rewarding, remote job opportunities with US-based employers. It describes itself as a lifestyle company ensuring everybody working here has a fantastic time, and has earned the Great Place to Work Certification every year since 2022.
Key facts
- Connects candidates with remote job opportunities with US-based employers
- Earned the Great Place to Work Certification every year since 2022