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 every year since 2022!
Job Description:
Are you someone who enjoys connecting with people and helping them take the first step toward solving their legal needs? In this role, you’ll be the first point of contact for new clients, guiding them through the intake process with professionalism and empathy. You’ll manage calls, gather key information, and support attorneys by ensuring every potential client’s details are accurately captured and followed up on. This position is ideal for someone who thrives in a fast-paced, client-focused environment and finds satisfaction in providing exceptional service every day.
Monthly Compensation:
1,142 to 1,220 USD
Responsibilities include, but are not limited to:
• Update the firm’s CRM and tracking systems with accurate and current information regarding leads and consultations.
• Provide pre-appointment follow-up to ensure clients are prepared for their scheduled consultations.
• Process payments for initial consultations.
• Implement a structured follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails
• Conduct initial client screenings using the firm’s intake script, documenting key details such as client needs, urgency, and potential conflicts.
• Assist in screening potential new clients by gathering basic information and directing qualified leads to the appropriate attorney or legal assistant.
• Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth handoff to the legal team.
• Track and update appointment statuses in the case management system.
• Schedule initial consultations for qualified leads and send appointment reminders as needed.
• Provide a welcoming and professional conversation to support the firm’s mission of delivering the highest level of customer service.
• Follow up with leads who have expressed interest but have not yet scheduled an appointment.
• Enter all client and lead information accurately into the CRM and maintain updated records at all times.
Requirements:
Schedule: Monday to Friday from 9:00 AM to 6:00 PM
Timezone: EST
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
Key Skills
Reliable, professional, and bilingual
Compassionate and patient communicator
Strong interpersonal and active listening skills
Friendly and outgoing personality
Detail-oriented with excellent follow-through
Able to maintain composure under pressure
Customer-Focused Approach
Excellent written and verbal communication
Strong Planning and Organizational skills
Excellent Time Management
Attention to detail
Accuracy
Phone Etiquette
Empathic
Sociable
Reliable
Detail-Oriented
Trustworthy
Software
Proficiency with CRM or client management systems
Comfortable using online communication and scheduling tools
Work Shift:
Languages:
English, Portuguese, Spanish
Ready to dive in?
Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.