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Job Duck

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V104 - Intake Specialist | Client Intake and Conversion Specialist

Client Services RepresentativeClient ServicesFull TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

United States + 2 moreAll locations: United States, Brazil, South Africa

Posted

9 days ago

Salary

$1.2K - $1.2K / month

CRMClioClick FunnelsSmith.aiDropbox

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 supporting a growing divorce law practice focused on helping individuals navigate important life transitions with clarity and care. In this role, you will be the first point of contact for potential clients, guiding them through their initial inquiry and ensuring they receive timely, professional, and empathetic support. Your work will play a critical role in helping the legal team connect with new clients while ensuring every lead is handled efficiently and thoughtfully. This position is ideal for someone who enjoys speaking with people, thrives in a fast paced environment, and is motivated by helping others during challenging moments. Candidates who are proactive, detail oriented, and energized by meaningful conversations will excel in this role.

Monthly Compensation: 1,150 to 1,220 USD

Responsibilities include, but are not limited to:

• Communicate updates and relevant information to the attorney and team when needed

• Send representation agreements to qualified leads

• Follow up with potential clients through phone calls, text messages, and emails

• Guide potential clients through the intake process and determine the type of representation that may best fit their needs

• Support the law firm’s efforts to convert leads into new clients

• Ensure all new inquiries are handled quickly and professionally

• Maintain accurate records of client interactions within the CRM system

• Respond promptly to incoming leads from marketing channels and lead systems

• Handle initial intake calls with potential clients seeking legal representation

Requirements:

The Intake Specialist will focus on responding quickly to incoming leads, conducting intake calls, and guiding potential clients through the first stage of the hiring process.

Candidates should be comfortable speaking with potential clients, explaining next steps, and maintaining consistent follow up through calls, emails, and text messages. This role requires someone who can communicate clearly, manage multiple conversations, and ensure every lead receives prompt attention.

Work Schedule
• Monday to Friday
• 7:00 am – 4:00 pm CST

Required Experience
• Experience in client intake, sales, customer service, or legal intake preferred
• Experience working with U.S. based clients is strongly preferred
• Familiarity with legal terminology or law firm environments is a plus

Required Tools and Software
• CRM: Clio
• Lead management and automation tools: ClickFunnels
• Virtual receptionist platform: Smith.ai
• File management: Dropbox
• VOIP system may be implemented in the future

Required Skills
• Excellent verbal and written communication skills
• Strong customer service orientation
• Detail oriented and organized
• Proactive and self motivated
• Empathetic and people focused mindset
• Ability to manage multiple leads and follow ups simultaneously
• Strong listening and problem solving skills
• Professional phone presence
• Ability to build trust quickly with potential clients
• Driven and results oriented

Work Shift:

Languages:

English

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.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

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