[Remote] V104 - Legal Intake Specialist

Note: The job is a remote job and is open to candidates in USA. Job Duck is a lifestyle company that connects ambitious individuals with rewarding remote job opportunities. They are seeking a highly disciplined and client-centered Intake Specialist who will qualify prospective clients, book strategy sessions, and collect consult fees, directly impacting the firm's growth.

Responsibilities

• Execute disciplined follow-up on prospects who are not ready to book
• Utilize Lawmatics (CRM) to manage all leads and communications
• Follow all intake scripts, checklists, and workflows exactly as designed
• Clearly communicate value and expectations to prospective clients
• Consistently move leads forward through the pipeline
• Maintain accurate, complete, and timely records of all interactions
• Book strategy sessions with qualified leads
• Qualify callers based on firm-established criteria
• Collect consult fees at the time of booking
• Navigate sensitive conversations
• Serve as the first point of contact for prospective clients via phone

Skills

• Execute disciplined follow-up on prospects who are not ready to book
• Utilize Lawmatics (CRM) to manage all leads and communications
• Follow all intake scripts, checklists, and workflows exactly as designed
• Clearly communicate value and expectations to prospective clients
• Consistently move leads forward through the pipeline
• Maintain accurate, complete, and timely records of all interactions
• Book strategy sessions with qualified leads
• Qualify callers based on firm-established criteria
• Collect consult fees at the time of booking
• Navigate sensitive conversations
• Serve as the first point of contact for prospective clients via phone
• Strong phone presence with excellent listening and communication skills
• Ability to combine empathy with assertiveness, especially when asking for payment
• Comfortable discussing fees and confidently collecting payment
• High attention to detail and process discipline
• Reliable, consistent, and punctual with a strong work ethic
• Ability to handle emotionally sensitive conversations with professionalism and care
• Prior experience in a law firm, especially in intake or client services
• Experience in consultative sales, client intake, or call-based roles
• Familiarity with CRM systems (Lawmatics experience is a strong plus)

Company Overview