
Legal Intake and CRM Specialist
Job Duck
full-time
Posted on:
Location Type: Remote
Location: Honduras
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Salary
💰 $1,150 - $1,220 per month
About the role
- Make daily outbound follow-up calls to prospective clients.
- Handle after-hours intake and escalate critical cases to attorneys.
- Act as backup for reception by answering incoming calls.
- Keep CRM/Smart Advocate updated with all notes and critical comments.
- Screen cases based on qualification criteria (injury type, third-party involvement, etc.).
- Manage the CRM and maintain accurate client records.
- Guide potential clients through the intake process.
- Send and confirm fee agreements for all qualified leads.
- Respond to all new leads within 30 minutes (calls, web forms, and referrals).
Requirements
- 2-3 years of experience working as an Intake Specialist.
- Previous experience in a personal injury law firm, or a strong understanding of personal injury terms, is preferred.
- Expected call volume: 45 calls per day.
- CRM: Smart Advocate.
Benefits
- Competitive salary.
- Paid Time Off.
- 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.