Job Duck is hiring a virtual

V104 - Intake Specialist | Client Intake and Engagement 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
 
As an Intake Specialist, you will be the first point of contact for clients, ensuring every interaction is clear, compassionate, and professional. You will schedule consultations, manage client files, and follow up with potential clients, making a real difference in their experience. This role is perfect for someone with excellent phone communication, empathy, and the ability to reflect the values of the team. Each day, you’ll contribute directly to a high-performing intake process and help maintain the exceptional client experience.
 
Monthly Compensation: 1,150 to 1,220 USD
 
Responsibilities include, but are not limited to
 
• Answer phone calls from potential clients
• Conduct intake for new clients and manage client information
• Schedule consultations and telephone calls
• Follow up with potential clients to ensure engagement
• Create and arrange client files for meetings
• Ensure all client interactions reflect the team’s values and standards
• Assist with team DISC assessments as needed
 
Key Skills
 
• Clear and understandable accent for phone communication with elderly clients
• Compassionate and empathetic, with strong interpersonal skills
• Professional phone presence with excellent verbal communication
• Ability to represent team values consistently to clients
• Organized and detail-oriented with follow-through on tasks
• Comfortable handling high call volume during peak periods
 
 
Requirements
 
•1-2 previous experience in intake, client-facing, or administrative roles preferred
• Strong verbal communication skills
• High emotional intelligence and ability to empathize with clients
• Comfortable managing multiple tasks and follow-ups independently
 
Software
 
• CRM: Clio Grow
• VOIP system

Work Shift:

8:00 AM - 5:00 PM [CST][CDT] (United States of America)

Languages:

English

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.