Intake Specialist – Legal Intake & Onboarding Coordinator
Job Duck
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇴 Colombia
Visit company websiteSalary
💰 $1,150 - $1,220 per month
Job Level
JuniorMid-Level
About the role
- Follow up with leads who have expressed interest but have not yet scheduled an appointment.
- Conduct initial client screenings using the firm’s intake script, documenting key details such as client needs, urgency, and potential conflicts.
- Update the firm’s CRM and tracking systems with accurate and current information regarding leads and consultations.
- Enter all client and lead information accurately into the CRM and maintain updated records at all times.
- Implement a structured follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails
- Assist in screening potential new clients by gathering basic information and directing qualified leads to the appropriate attorney or legal assistant.
- Process payments for initial consultations.
- Provide pre-appointment follow-up to ensure clients are prepared for their scheduled consultations.
- Provide a welcoming and professional conversation to support the firm’s mission of delivering the highest level of customer service.
- Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth handoff to the legal team.
- Schedule initial consultations for qualified leads and send appointment reminders as needed.
- Track and update appointment statuses in the case management system.
Requirements
- 1-2 years of previous experience in client intake, customer service, or sales
- Excellent verbal and written communication skills in English and Spanish
- Strong organizational and data entry abilities
- Ability to handle approximately 20 calls per day with professionalism and care
- Experience working in a legal environment is a plus
- Portuguese / English
Benefits
- Competitive salary.
- Paid Time Off and holiday pay (where applicable).
- Annual Bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entryclient intakeCRM managementcase managementpayment processing
Soft skills
verbal communicationwritten communicationorganizational skillscustomer serviceprofessionalism