Intake Specialist, Client Acquisition

Job Duck

. Serve as the first point of contact for prospective clients .

Posted 9/15/2026full-timeRemote • BrazilMid-LevelSenior💰 $1,150 - $1,220 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong verbal and written English communication skills, active listening, and attention to detail while managing multiple inquiries in a fast-paced environment. Proficient in following established procedures and maintaining professional boundaries while handling sensitive information.

Highest-signal resume keywords

Strong Verbal Communication SkillsActive Listening SkillsAttention To DetailCustomer Service SkillsPractice Management Systems Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Organizational SkillsProactive ApproachInterpersonal SkillsTime Management SkillsResults Oriented Mindset

Tools & Technologies

Scheduling SystemsPractice Management Systems

Industry Keywords

Intake ProcessClient ExperienceConsultation SchedulingFee MatrixCall Quality Assurance

About the role

Key responsibilities & impact

Serve as the first point of contact for prospective clients
Respond to new inbound inquiries within the established response time
Conduct structured discovery and intake conversations using approved scripts
Gather relevant factual and logistical information from prospective clients
Identify qualified prospects based on established written criteria
Decline and refer out inquiries that fall outside the firm’s published criteria
Explain the firm’s practice areas, experience, general processes, and typical sequence of services
Manage the free consultation calendar and follow up with prospects to maximize show rates
Schedule free consultations with attorneys as appropriate
Schedule paid consultations with attorneys without additional approval
Follow up with prospects after consultations to facilitate the retention process
Conduct follow up using approved communication sequences
Quote retainer fees using the approved fee matrix
Gather objective information required to determine the appropriate fee category
Escalate matters outside the approved fee matrix before providing a fee
Prepare and send retainer agreements using approved templates
Escalate potential conflicts, emergent circumstances, dissatisfaction, unusual fee arrangements, or questions outside the established intake process
Participate in recorded call quality assurance reviews
Maintain a minimum recorded call QA score of 4 out of 5 while avoiding boundary violations
Support continuous improvement of the firm’s intake and fee matrix processes in collaboration with the CEO
Document inquiries, lead sources, consultations, and follow up activities
The role does not involve providing legal advice, evaluating legal merits, performing case work, conducting paid consultations, or managing active matters

Requirements

What you’ll need

Position Title: Intake Specialist
Working Hours: 8:30 AM to 5:00 PM Eastern Time, with coverage through the last inbound call of the day
English only position
Reports to the CEO
Strong verbal and written English communication skills
Excellent active listening and questioning skills
Strong attention to detail
Highly organized and capable of managing multiple inquiries simultaneously
Proactive and self directed approach
Confident and professional communication style
Strong interpersonal and rapport building skills
Results oriented mindset
Ability to follow established scripts, procedures, and qualification criteria consistently
Ability to work independently and make decisions within established guidelines
Strong follow up and time management skills
Ability to communicate urgency based solely on information provided by the prospective client
Ability to maintain professional boundaries and avoid providing legal advice
Comfortable handling sensitive and confidential information
Ability to identify situations requiring immediate escalation
Strong customer service and client experience skills
Ability to work effectively in a fast paced, high volume intake environment
Ability to accurately document inquiries, lead sources, consultations, and follow up activities
Strong proficiency with practice management and scheduling systems
Must successfully pass each stage of the application process

Benefits

Comp & perks

Remote work opportunity
Great Place to Work certified employer
Recruiter guidance throughout the application process