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Intake Specialist, Client Experience Specialist
Location
Latin America
Posted
6 days ago
Salary
$1.2K - $1.2K / month
Seniority
Senior
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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