V104- Legal Services Intake Agent

Job Duck Legal Services Intake Agent

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!

Join Job Duck as a Legal Services Intake Agent and become the welcoming voice of a respected estate planning law firm. In this client-facing role, youll be the first point of contact for individuals seeking guidance and support, making a lasting impression through empathy, professionalism, and attentiveness.

Youll handle incoming and outgoing calls, manage appointment confirmations, and ensure accurate documentation of all communications. This position is ideal for someone who thrives in a detail-oriented environment, enjoys helping others, and takes pride in delivering exceptional client experiences. If youre organized, warm, and proactive, youll find this role both meaningful and rewarding.

Monthly Compensation : 1150 to 1220 USD

Responsibilities include, but are not limited to :

• Answer incoming calls and create a positive first impression
• Make outbound calls as requested by legal or client relations teams
• Follow up with seminar registrants to confirm attendance
• Capture caller information and stated purpose accurately
• Direct or screen calls appropriately based on firm protocols
• Collaborate with marketing and management to improve lead quality
• Review recorded calls to identify service improvement opportunities
• Assist in tracking and reporting client experience metrics
• Electronically file documents and emails in designated folders
• Triage incoming emails and respond or redirect per protocol
• Make appointment and seminar confirmation calls
• Log call details in CRM and call log contemporaneously

Requirements :

Working Hours : 8 : 00 AM5 : 00 PM or 8 : 30 AM5 : 30 PM EST

Software : CallRail / Lead Center Lawmatics (CRM) Google Workspace

Calls per day : 1630 calls

Inbound and Outbound

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

Languages : English

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.