V104 - Legal Intake Specialist

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:

Responsibilities include, but are not limited to:

• Talk to leads and identify whether they are qualified leads by asking a series of questions and determine whether there is potential for a conflict of interest.

• Schedule qualified leads for initial consultations (sales calls).

• Initiate and manage the pre-engagement process for prospects scheduled for consultations.

• Ensure every individual who contacts the firm receives assistance through consultations, referrals, educational resources, or other appropriate guidance.

• Prepares salespeople with all the information needed for a successful conversation/consultation.

• Maintain communication with prospects who have not scheduled consultations or have not moved forward after consultations.

• Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment.

•Updates the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics

Requirements:

• Prior customer service experience required.
• Experience with a CRM, particularly data tracking and reporting, required.
• Knowledge of the legal industry is an asset.

Work Shift:

Languages:

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.