JOB DUCK IS HIRING A LEGAL INTAKE AND PAYMENTS ASSISTANT

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

Join Job Duck as a Legal Intake and Payments Assistant, where you will serve as the first point of contact for prospective clients and play an important role in creating a smooth and positive client experience. In this position, you will manage inbound inquiries, qualify potential clients through an initial questionnaire, coordinate appointments and live transfers with the sales representative, and support prospective clients throughout the onboarding process. You will also assist with preparing engagement documents, collecting signatures, processing initial payments, and maintaining accurate client records. This role is adecuado for a friendly, proactive, and organized professional who enjoys communicating with people, building relationships, and ensuring every inquiry receives timely attention and follow-through. If you are confident handling phone conversations, comfortable managing multiple priorities, and passionate about delivering excellent client service, we would love to hear from you.

Schedule:

Monday through Friday, 9 AM to 6 PM PST.

Your Responsibilities Will Include but Are Not Limited To:

- Processing initial client payments through LawPay, including entering the required banking information into the payment platform.
- Following up on outstanding engagement documents to ensure timely completion.




- Scheduling appointments and managing calendar coordination based on the sales team's availability.
- Identifying qualified leads and coordinating live transfers or appointments with the sales representative.
- Qualifying potential clients by conducting initial screening conversations and completing short intake questionnaires.
- Maintaining a professional, empathetic, and solution-oriented approach when communicating with prospective clients, particularly those experiencing stressful tax-related situations.
- Collaborating with the sales representative and other team members to ensure a seamless transition from initial inquiry to client onboarding.
- Ensuring all client interactions, inquiries, and follow-up activities are properly documented.
- Creating and maintaining accurate client records in IRS Logics and other internal systems.
- Preparing and sending engagement agreements and other onboarding documents for electronic signature.
- Returning missed calls and responding to voicemail messages in a timely manner.
- Following up with prospective clients regarding inquiries, appointments, required documentation, and next steps.
- Monitoring and responding to inquiries submitted through the company's website.
- Answering and managing inbound calls from prospective and existing clients through the company's phone system.
- Serving as the first point of contact for prospective clients,



providing a welcoming and professional experience.

What We’re Looking For:

- Excellent spoken and written English and Spanish required.
- Previous experience in client intake, reception, customer service, lead qualification, or administrative support preferred.
- Experience working in a law firm, accounting firm, or tax services environment is a plus.
- Comfortable handling a high volume of inbound and outbound calls.
- Ability to qualify leads by asking relevant questions and gathering essential information.
- Experience coordinating appointments, managing calendars, and handling client follow-ups.
- Familiarity with CRM platforms, case management systems, and cloud-based phone systems.
- Comfortable processing initial payments through online payment platforms.
- Ability to maintain confidentiality and handle sensitive client information responsibly.
- Experience with Dialpad, Microsoft 365, IRS Logics, LawPay, CRM Systems, Electronic Signature Platforms, and Google Workspace or similar productivity tools.
- Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
- Quiet, distraction-free remote work environment

What’s In It for You?

- Monthly compensation starting from 1015 USD to 1100 USD
- Paid time off.
- 100% Remote, Full-Time, Long-Term Career Opportunity.
- Parental leave.
- Opportunities for professional development and training
- Dedicated support from our team.
- A chance to work with clients who share our values.

Ready to dive in? Apply now and make sure to follow all the instructions!

DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.

📌 Legal Intake and Payments Assistant (Colombia)
🏢 Job Duck
📍 Colombia