Legal Intake and CRM Specialist
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Job Description
Legal Intake and CRM Specialist supporting a fast-paced personal injury law practice at Job Duck. Responsible for client intake, case screening, and CRM management in a remote setting.
Responsibilities:
- Make daily outbound follow-up calls to prospective clients.
- Handle after-hours intake and escalate critical cases to attorneys.
- Act as backup for reception by answering incoming calls.
- Keep CRM/Smart Advocate updated with all notes and critical comments.
- Screen cases based on qualification criteria (injury type, third-party involvement, etc.).
- Manage the CRM and maintain accurate client records.
- Guide potential clients through the intake process.
- Send and confirm fee agreements for all qualified leads.
- Respond to all new leads within 30 minutes (calls, web forms, and referrals).
Requirements:
- 2-3 years of experience working as an Intake Specialist.
- Previous experience in a personal injury law firm, or a strong understanding of personal injury terms, is preferred.
- Expected call volume: 45 calls per day.
- CRM: Smart Advocate.
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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