V104-Legal Intake Specialist

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Job Description:

Job Duck is seeking a professional and client-focused Intake Specialist to support daily operations and deliver a welcoming experience to prospective and existing clients. In this role, you will manage inbound and outbound calls, gather intake information, coordinate scheduling requests, and maintain accurate records. You will serve as an important first point of contact for individuals and families seeking legal assistance, ensuring they feel heard and supported. The ideal candidate is organized, detail-oriented, adaptable, and comfortable balancing multiple requests in a fast-paced environment. Your clear communication and dependable follow-through will help the team remain organized while providing consistent, high-quality service.

• Compensation Range: 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

• Assist with additional intake-related and administrative responsibilities as needed.

• Follow established workflows to ensure requests and tasks are handled consistently.

• Keep records accurate, organized, and up to date.

• Manage incoming and outgoing communications through RingCentral and email.

• Maintain accurate scheduling and task information within the appropriate systems

• Handle appointment rescheduling and cancellation requests according to established procedures.

• Route calls and inquiries to the appropriate team members.

• Provide a positive first impression through clear, courteous, and client-focused communication.

• Gather and enter relevant information from prospective clients according to established intake procedures.

• Make approximately 16 to 30 outbound calls per day, as needed.

• Handle approximately 16 to 30 inbound calls per day.

• Answer inbound calls and assist callers in a professional, friendly, and helpful manner.

• Document calls, messages, intake information, and follow-up activities.

• Enter, update, and maintain client and prospect information in Actionstep.

• Follow up on outstanding requests when needed.

• Document scheduling requests accurately and communicate changes to the appropriate team members.

• Manage voicemails, return calls when appropriate, and communicate messages accurately.

Requirements:

• Schedule: Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time, with lunch from 1:00 p.m. to 2:00 p.m.
• Previous experience in customer service, call handling, intake, reception, or a similar position
• Strong verbal and written English communication skills
• Professional phone etiquette and a client-focused approach
• Strong organizational skills and attention to detail
• Ability to manage multiple calls, requests, and follow-up tasks throughout the day
• Reliable follow-through and the ability to prioritize tasks effectively
• Basic computer proficiency and accurate data-entry skills
• Ability to learn new software and follow established procedures
• Ability to work independently while collaborating effectively with a team
• Previous law firm or legal intake experience is preferred
• Familiarity with estate planning, elder law, probate, or related legal services is preferred
• Required software and tools:
 ○ Actionstep or a similar CRM platform
 ○ RingCentral or a similar VoIP phone system
 ○ Email and general computer applications

Work Shift:

Languages:

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

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