[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.ResponsibilitiesExecute disciplined follow-up on prospects who are not ready to bookUtilize Lawmatics (CRM) to manage all leads and communicationsFollow all intake scripts, checklists, and workflows exactly as designedClearly communicate value and expectations to prospective clientsConsistently move leads forward through the pipelineMaintain accurate, complete, and timely records of all interactionsBook strategy sessions with qualified leadsQualify callers based on firm-established criteriaCollect consult fees at the time of bookingNavigate sensitive conversationsServe as the first point of contact for prospective clients via phoneSkillsExecute disciplined follow-up on prospects who are not ready to bookUtilize Lawmatics (CRM) to manage all leads and communicationsFollow all intake scripts, checklists, and workflows exactly as designedClearly communicate value and expectations to prospective clientsConsistently move leads forward through the pipelineMaintain accurate, complete, and timely records of all interactionsBook strategy sessions with qualified leadsQualify callers based on firm-established criteriaCollect consult fees at the time of bookingNavigate sensitive conversationsServe as the first point of contact for prospective clients via phoneStrong phone presence with excellent listening and communication skillsAbility to combine empathy with assertiveness, especially when asking for paymentComfortable discussing fees and confidently collecting paymentHigh attention to detail and process disciplineReliable, consistent, and punctual with a strong work ethicAbility to handle emotionally sensitive conversations with professionalism and carePrior experience in a law firm, especially in intake or client servicesExperience in consultative sales, client intake, or call-based rolesFamiliarity with CRM systems (Lawmatics experience is a strong plus)Company OverviewWe help incredible people find amazing careers working from home for a United States-based business. It was founded in undefined, and is headquartered in , with a workforce of 201-500 employees. Its website is https://jobduck.com/.