Intake Specialist

Intake Specialist

Job Duck is seeking a personable, proactive, and detail-oriented Intake Specialist to serve as the first point of contact for potential clients. In this role, the candidate will manage incoming leads, answer calls, follow up with prospects, and help create a professional and supportive first impression. The ideal candidate will enjoy speaking with people, building trust quickly, and guiding potential clients toward scheduling consultations. This position is well suited for someone who communicates clearly, stays organized under a steady call flow, and takes initiative to keep client communication moving smoothly. The selected candidate will play an important role in helping convert inquiries into meaningful client relationships while supporting daily scheduling and intake operations. Compensation Range: 1142 USD to 1220 USD.

Responsibilities include, but are not limited to:

• Complete approximately 10 outbound follow up calls per day.
• Handle approximately 20 to 30 inbound calls per day.
• Maintain accurate client information and ensure all details are recorded correctly within company systems.
• Conduct outbound follow up calls to engage potential clients and encourage consultation bookings.
• Manage client intake processes and serve as the first point of contact for potential clients.
• Provide a professional, friendly, and helpful experience throughout the intake process.
• Manage and maintain the attorney's calendar, including scheduling meetings, appointments, and personal commitments
• Follow up with clients to ensure they receive timely communication and support.
• Schedule client consultations and appointments.
• Proactively follow up with leads who have contacted the firm but have not yet scheduled consultations.
• Answer and manage inbound phone calls from leads and clients.

Requirements:

• Full time position• Work schedule is Monday to Friday, 8:00 AM to 5:00 PM PST• Candidates should have strong verbal and written English communication skills• Candidates should have a clear communication style with an accent as close to an American accent as possible• Required software and tools include MyCase, RingCentral, Outlook, Teams, Word, Excel, calendar management tools, OneDrive, and Adobe Acrobat

Work Shift: 8:00 AM - 5:00 PM [PST][PDT] (United States of America)

Languages: English