Legal & Sales Intake Specialist

Job Duck is seeking an Intake Specialist to serve as the first point of contact for potential clients, managing inbound and outbound calls, supporting client onboarding, and maintaining client records. The role is focused on enhancing client satisfaction and operational efficiency in a fast-paced environment.

Location: Remote (US)

Salary: $1142–$1220 USD

Responsibilities

• Coordinate with internal team members to support client onboarding
• Conduct initial client intakes with empathy and clarity
• Respond quickly and professionally to new intake leads
• Maintain accurate records within the CRM
• Track and report intake activity during slower call periods
• Qualify leads using a sales minded approach
• Follow up with potential clients to maintain engagement
• Manage inbound and outbound calls throughout the workday

Requirements

• Time Zone: Pacific Standard Time PST
• Work Schedule: Full time aligned with PST business hours 8:00 AM to 5:00 PM
• Strong English proficiency written and verbal
• Ability to manage approximately 45+ calls per day
• Comfortable handling a mix of inbound and outbound calls
• Capable of switching between call handling and administrative reporting during slower periods
• Proficiency with Clio CRM, Dialpad VoIP, Outlook Email, Outlook Calendar, Simple Talk, Google Sheets
• Work Shift: 9:00 AM - 6:00 PM PST/PDT (United States of America)
• Languages: English, Spanish