Job Duck is hiring a virtual

V104 - Legal Intake and Referral Specialist

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
If you’re passionate about helping people navigate difficult moments with clarity and compassion, this role is for you. As a bilingual Legal Intake and Referral Specialist you’ll be the first point of contact for clients seeking legal support—guiding them to the right attorney and making sure their experience is smooth and respectful. You’ll play a key role in translating complex legal language into everyday terms, ensuring Spanish-speaking clients feel heard and understood. This is a fast-paced, team-oriented environment where your attention to detail and empathy will make a real difference every day.

•Monthly Compensation: 1150 to 1220 USD

Responsibilities include, but are not limited to:
•Answer incoming calls and route them appropriately to attorneys
•Conduct initial screenings to filter out unqualified prospects
•Refer incorrect prospects and manage all referral partner communications and records
•Schedule paid consultations and process associated payments
•Prepare attorneys with key client details before each consultation
•Follow up with qualified leads until they schedule, and refine follow-up procedures
•Maintain detailed records of all interactions and prospects in the CRM system
•Handle high-maintenance callers to preserve attorney time and uphold the firm’s reputation
•Review call recordings regularly to identify ways to improve conversion
•Create and deliver accurate sales reports on a regular basis
•Help track and evaluate key sales metrics to support firm growth
•Assist in refining automated processes and workflows
•Translate legal information into clear, human language for Spanish-speaking clients
•Support the development of a referral process for non-paying services

Key Skills:
•Call handling and client screening
•CRM data entry and management
•Consultation scheduling and payment processing
•Legal terminology translation (Spanish-English)
•Referral coordination and documentation
•Sales reporting and metrics tracking
•Internal communication and follow-up 
•Empathetic and calm under pressure
•Detail-oriented in both speech and writing
•Open to feedback and continuous improvement
•Comfortable with technology and automation
•Growth mindset and proactive problem-solving
•Inclusive and community-minded
•Team-oriented and collaborative
•Flexible and adaptable to change
•Professional phone etiquette

Requirements:
•Fluent in Spanish and English
•At least 2 years experience in client-facing or intake roles
•Ability to work in a fast-paced, high-volume environment
•Strong communication and interpersonal skills
•Willingness to be trained by a seasoned team member

Software:
•CRM: Qase (qase.ca)
•Voice IP: Go-to or Microsoft Teams
•Internal Communication: Outlook and Microsoft 365 Suite
•Calendar: Outlook

Work Shift:

8:00 AM - 5:00 PM [PST][PDT] (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.