V104- Legal Client Intake Associate

<p></p><p>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. </p><p></p><p>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!</p><p></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Job Description:</b></p><p style="text-align:inherit"></p><div><p>As a <b>Legal Client Intake Associate</b>, you will serve as the first point of contact for prospective and existing clients, playing a vital role in shaping each client’s experience from the very first interaction. This role is ideal for someone who enjoys managing conversations, organizing details, and ensuring that clients feel supported and informed throughout the intake process. You will handle phone inquiries, coordinate scheduling, and support the firm’s day‑to‑day operations by keeping systems accurate and communication flowing. Your work will directly impact client satisfaction and operational efficiency by ensuring every inquiry is handled with care and professionalism. Candidates who are customer‑focused, organized, and comfortable navigating legal conversations will thrive in this role.</p><p></p><p>• <span class="emphasis-2"><b>Monthly Compensation Range:</b></span> <b>USD $1,150 - $1,220 per month</b></p></div><p></p><p><b>Responsibilities include, but are not limited to:</b></p><p></p><ul><li><p>Provide consistent customer service support throughout the intake process</p></li></ul><ul><li><p>Maintain and update client information in the CRM</p></li></ul><ul><li><p>Follow up with prospective and existing clients</p></li></ul><ul><li><p>Schedule appointments and coordinate calendars</p></li></ul><ul><li><p>Send retainer agreements and payment requests to clients</p></li></ul><ul><li><p>Act as the initial point of contact and intake gatekeeper</p></li></ul><ul><li><p>Manage inbound phone calls and respond to client inquiries</p></li></ul><p></p><p><b>Requirements: </b></p><p></p><div><p><b>Additional Job Description</b></p><p>• <b>Time Zone:</b> Eastern Standard Time EST<br>• <b>Work Schedule:</b> 09:00 a.m. to 05:00 p.m. EST<br>• <b>Location:</b> Remote<br>• <b>Software and Tools Required:</b><br>◦ Practice Panther CRM<br>◦ Phone.com VoIP<br>◦ Calendly<br>◦ Google Workspace</p><p></p><p><b>Required Skills</b></p><p>•Minimum of 1 year of experience in a client-facing role, such as customer service or sales.</p><p>• Strong customer service orientation<br>• Clear and professional verbal communication skills<br>• Ability to manage multiple phone calls and inquiries efficiently<br>• Basic understanding of legal terminology<br>• Organized and detail-oriented approach to work<br>• Ability to follow processes and act as a gatekeeper for the firm<br>• Comfortable working independently in a remote environment</p></div><p></p><p></p><p><b>Work Shift:</b></p><p></p>9:00 AM - 6:00 PM [EST][EDT] (United States of America)<p style="text-align:inherit"></p><p style="text-align:left"><b>Languages:</b></p><p style="text-align:inherit"></p>English<p></p><p>Ready to dive in? <b>Apply now and make sure to follow all the instructions! </b> </p><p></p><p>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.</p><p></p><p>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.</p><p></p>

Back to blog