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Intake Specialist, Client Experience Specialist

Location

Latin America

Posted

6 days ago

Salary

$1.2K - $1.2K / month

Seniority

Senior

High SchoolExperience acceptedEnglishSpanishVoIP

Job Description

Intake Specialist, Client Experience Specialist

Job Duck

• Identify opportunities to improve workflows and contribute to process efficiency • Ensure all client interactions are handled with empathy, professionalism, and confidentiality • Collaborate with the legal team to maintain an efficient intake process • Coordinate communication through phone, email, and SMS platforms • Reach out to prospective clients through outbound phone calls and follow up communications • Request and follow up on retainer agreements and required documentation • Maintain accurate records of client communications and follow up activities • Organize client records and intake documentation • Manage and maintain accurate information within the CRM • Guide prospective clients through the intake and qualification process • Respond to inquiries from potential clients in a professional and timely manner • Track and manage the qualification pipeline

Job Requirements

  • Schedule: Monday through Friday, 7:00 AM to 4:00 PM EST
  • Time Zone: Eastern Standard Time (EST)
  • Industry: Criminal Defense Litigation
  • Excellent verbal and written English communication skills required
  • Previous experience in client intake, customer service, sales support, or legal administration is preferred
  • Familiarity with legal intake processes is preferred
  • Experience using CRM platforms is required
  • Experience with Clio Grow, Clio Manage, and Intaker is highly preferred
  • Experience working with VOIP systems such as Corvum is a plus
  • Comfortable making outbound calls and following up with prospective clients
  • Strong organizational and multitasking abilities
  • Ability to work independently while managing multiple priorities
  • Quick learner with strong technical aptitude.

Benefits

  • Competitive salary.
  • Paid Time Off.
  • Bonuses.
  • 100% remote/home-based position.
  • Full-time, long-term career opportunities.
  • Parental Leave.
  • Professional development and training.
  • Dedicated team support.

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