V104 - Personal Law Intake & Customer Support - Remote Eligible

V104 - Personal Law Intake & Customer Support

Job Duck is a virtual staffing company that matches candidates to work from home for a single U.S.-based business, in most cases a law firm.

Job Description:

Summary: We are looking for a warm, organized, and empathetic Personal Law Intake & Customer Support professional to be the first point of contact for prospective clients seeking family law, estate planning, or real estate legal services. This role is crucial in providing a welcoming, reassuring experience that reflects the firm's commitment to personalized service and client empowerment. Your active listening, friendly demeanor, and ability to build trust will foster positive relationships and ensure a smooth onboarding process. Join a firm dedicated to strategic advocacy, client-first support, and creating a positive client journey from the very first call. Monthly Compensation: $1,150 to $1,220 USD

Responsibilities include, but are not limited to:

• Intake/Sales: Take initial calls, provide firm and service information, and qualify leads
• Collect the initial retainer and schedule appointments with attorneys
• Hand off clients to legal assistants and paralegals for ongoing support
• Conduct client screenings, gather essential case information, and ensure proper documentation
• Schedule virtual meetings and coordinate with mobile notaries as needed
• Accurately record client details and prepare intake summaries for attorney review
• Follow up promptly with potential clients and maintain ongoing communication during onboarding
• Maintain and update client records in the firm's case management system

Key Skills, Traits, and Values:

• Honest, efficient, punctual, and tech-savvy with comfort in virtual platforms and CRM tools
• Active listener with strong empathy and excellent communication skills
• Patient, fair, and calm demeanor
• Friendly, focused, and excellent at connecting with clients
• Doesn't take things personally and maintains professionalism
• Gender preference: Female (based on personal work dynamics; the employer values competence and prefers women for support roles)
• Willing to learn and support additional tasks as skills develop

Required Skills:

• 1-2 years of experience as an intake specialist, customer service and sales
• Ability to connect with clients in a friendly, respectful, and reassuring manner
• Strong attention to detail and excellent time management
• Comfortable with virtual meeting platforms and CRM tools
• Basic understanding of estate planning and real estate terminology is a plus
• Dedicated to treating clients as individuals, not just cases

Softwares:

• CRM: Lawcus
• VOIP: Dialpad

Location & Timezone: EST – North Carolina

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

Languages: English, Spanish

We believe that Every Great Person Deserves a Great Job. This position is home-based, allowing you to work from the comfort of your own home. So, take the first step and apply now!

Our application process involves multiple stages, and submitting your application is just the beginning. Every candidate needs to successfully pass each stage to become part of our team. Please keep an eye on your email and WhatsApp for the next steps, as we'll assign someone to guide you through the application process. Be sure to check your spam folder as well.