V104- Legal Client Intake Representative

Summary

Job Duck connects professionals with remote opportunities at US-based employers. The Legal Client Intake Representative supports the Client Intake Manager by conducting compassionate initial calls, collecting prospective client information, maintaining accurate intake records, and helping convert prospects into retained clients.

Responsibilities

• Support the Client Intake Manager with reporting and departmental needs
• Conduct initial intake calls with prospective new clients with compassion and empathy
• Collect detailed information regarding client matters and legal needs
• Maintain accurate records and data related to intake calls and retention metrics
• Follow firm guidelines to ensure consistent and effective communication with prospective clients
• Communicate best practices for working with the firm and legal team
• Track ongoing contact with non-retaining prospective clients using spreadsheets

Skills

• Timezone: PST
• Software/Tools: Microsoft Word, Outlook, Excel, Windows Operating System, Adobe Acrobat, Clio or Datto
• Strong proficiency with Microsoft Office Suite
• Familiarity with legal or professional services environments a plus
• Strong communication and interpersonal skills
• High emotional intelligence and empathy
• Confidence and diplomacy in challenging conversations
• Ability to transition prospective clients into retained clients
• Self-motivated and self-directed in a goal-oriented environment
• Detail-oriented with strong organizational skills
• Proficiency in Microsoft Office Suite and Windows OS
• Familiarity with Adobe Acrobat
• English
• 2-3 years of experience in client-facing or intake roles preferred
• Experience with law practice management software (preferred)

Qualifications

Must Haves

• Timezone: PST
• Software/Tools: Microsoft Word, Outlook, Excel, Windows Operating System, Adobe Acrobat, Clio or Datto
• Strong proficiency with Microsoft Office Suite
• Familiarity with legal or professional services environments a plus
• Strong communication and interpersonal skills
• High emotional intelligence and empathy
• Confidence and diplomacy in challenging conversations
• Ability to transition prospective clients into retained clients
• Self-motivated and self-directed in a goal-oriented environment
• Detail-oriented with strong organizational skills
• Proficiency in Microsoft Office Suite and Windows OS
• Familiarity with Adobe Acrobat
• English

Nice to Haves

• 2-3 years of experience in client-facing or intake roles preferred
• Experience with law practice management software (preferred)

Benefits

• Remote job opportunity with a US-based employer