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. 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 for 4 years
Role Overview
At Job Duck, we are seeking a compassionate and highly organized New Client Intake Specialist to support prospective clients during their first interaction with the firm. In this role, you will guide callers through the intake process, gather essential information, evaluate potential cases, and help connect clients with the legal team. Your ability to communicate clearly, build trust, and provide a positive experience will have a direct impact on helping individuals receive the support they need. The idóneo candidate thrives in a fast paced environment, enjoys helping others,
and can balance professionalism with empathy in every conversation.
Schedule:
Monday to Friday from 7:00 AM to 6:00 PM CST (USA)
Your Responsibilities Will Include but Are Not Limited To:
- Following intake procedures and scripts to ensure consistency
- Assisting with translation during meetings when needed
- Assisting with obtaining signed agreements during intake calls
- Gathering relevant information regarding potential cases
- Conducting conflict checks within the CRM system
- Entering client information accurately into MyCase CRM
- Scheduling consultations with attorneys and legal staff
- Screening and evaluating callers based on firm guidelines
- Answering inbound calls from prospective clients
- Maintaining detailed and organized client records
- Explaining general information regarding services and fees
- Providing a positive and professional client experience throughout the intake