Job Duck

Intake Specialist – Legal Intake, Client Conversion Specialist

Job Duck

full-time

Posted on:

Location Type: Remote

Location: Brazil

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Salary

💰 $1,150 - $1,220 per month

About the role

  • Enter all client and lead information accurately into the CRM and maintain updated records at all times.
  • Follow up with leads who have expressed interest but have not yet scheduled an appointment.
  • Provide a welcoming and professional conversation to support the firm’s mission of delivering the highest level of customer service.
  • Schedule initial consultations for qualified leads and send appointment reminders as needed.
  • Track and update appointment statuses in the case management system.
  • Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth handoff to the legal team.
  • Assist in screening potential new clients by gathering basic information and directing qualified leads to the appropriate attorney or legal assistant.
  • Conduct initial client screenings using the firm’s intake script, documenting key details such as client needs, urgency, and potential conflicts.
  • Implement a structured follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails.
  • Process payments for initial consultations.
  • Provide pre-appointment follow-up to ensure clients are prepared for their scheduled consultations.
  • Update the firm’s CRM and tracking systems with accurate and current information regarding leads and consultations.

Requirements

  • 1-2 years of previous experience in client intake, customer service, or sales.
  • 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 / Spanish.
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.

Hard Skills & Tools
data entryclient intakeappointment schedulingpayment processingCRM managementcase management system
Soft Skills
organizational skillscustomer servicecommunication skillsprofessionalismfollow-up skills