Legal Intake and Client Support Representative
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Job Description
Intake Specialist role helping clients navigate their legal processes through Job Duck. Responsible for documentation, communication, and CRM management for efficient client support.
Responsibilities:
- Create timelines, summaries, and case‑related documentation
- Answer general client questions and explain processes clearly
- Collaborate with internal team members, including virtual receptionists
- Share resources and updates with clients and prospective new clients
- Convert documents as needed and maintain consistent file formatting
- Organize electronic files and ensure all documents are stored appropriately
- Respond promptly to client emails
- Maintain professionalism and confidentiality in all interactions
- Ask intake questions, gather details, and record information accurately
- Learn and manage the internal CRM system
- Conduct intake calls with clients and prospective clients
Requirements:
- Schedule aligned with PST (Pacific Standard Time)
- Must be detail‑oriented, organized, client‑focused, and able to manage a high volume of communication efficiently.
- Must be comfortable learning new systems and independently managing workflows.
Benefits:
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.
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