Legal Intake and Referral Specialist
Job Duck
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇭🇳 Honduras
Visit company websiteSalary
💰 $1,150 - $1,220 per month
Job Level
JuniorMid-Level
Tech Stack
Go
About the role
- Answer incoming calls and route them appropriately to attorneys
- Conduct initial screenings to filter out unqualified prospects
- Refer incorrect prospects and manage all referral partner communications and records
- Schedule paid consultations and process associated payments
- Prepare attorneys with key client details before each consultation
- Follow up with qualified leads until they schedule, and refine follow-up procedures
- Maintain detailed records of all interactions and prospects in the CRM system
- Handle high-maintenance callers to preserve attorney time and uphold the firm’s reputation
- Review call recordings regularly to identify ways to improve conversion
- Create and deliver accurate sales reports on a regular basis
- Help track and evaluate key sales metrics to support firm growth
- Assist in refining automated processes and workflows
- Translate legal information into clear, human language for Spanish-speaking clients
- Support the development of a referral process for non-paying services
Requirements
- Fluent in Spanish and English
- At least 2 years experience in client-facing or intake roles
- Ability to work in a fast-paced, high-volume environment
- Strong communication and interpersonal skills
- Willingness to be trained by a seasoned team member
- Professional phone etiquette
- Comfortable with technology and automation
- Experience with CRM: Qase (qase.ca)
- Experience with Voice IP: Go-to or Microsoft Teams
- Proficient with Outlook and Microsoft 365 Suite
- Ability to work 8:00 AM - 5:00 PM [PST][PDT] (United States of America)
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
client-facing experienceintake rolessales metrics evaluationautomated processesworkflow refinement
Soft skills
strong communication skillsinterpersonal skillsprofessional phone etiquetteability to work in fast-paced environmentwillingness to be trained