Intake Specialist – Client Intake and Lead Management

Job Duck

. Prepare clear, accurate, and organized summaries of intake conversations .

Posted 10/22/2026full-timeRemote • Honduras, El Salvador, Colombia, Chile, Argentina, Peru, MexicoSenior💰 $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 client intake and communication skills, with a focus on accuracy and confidentiality in handling sensitive information. Proficient in managing leads and utilizing CRM systems to enhance operational efficiency.

Highest-signal resume keywords

Client Intake ExperienceBilingual English And SpanishCRM Systems FamiliarityStrong Verbal And Written CommunicationAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead ManagementIntake SummarizationInformation GatheringDocumentation AccuracyOrganizational Skills

Soft Skills

Professional Telephone EtiquetteActive ListeningTime ManagementPersistenceEmpathy

Tools & Technologies

Lead DocketVXTMicrosoft TeamsOutlookCalendlyVPN

Industry Keywords

Legal Services EnvironmentConfidentialityCustomer ServiceAdministrative SupportProfessionalism

About the role

Key responsibilities & impact

Prepare clear, accurate, and organized summaries of intake conversations
Conduct intake calls to gather essential details about potential cases
Reach out to prospective clients to obtain relevant information and assess their initial needs
Manage incoming leads through phone calls and email communications
Adapt to new workflows and incorporate feedback to improve efficiency and accuracy
Monitor pending leads and follow up consistently to help prevent missed opportunities
Follow up with prospective clients to obtain missing information and maintain engagement
Enter new leads and update existing records in Lead Docket
Follow established procedures for handling client information and maintaining confidentiality
Use VXT, Microsoft Teams, Outlook, Calendly, Lead Docket, and VPN tools to support daily operations
Coordinate communications and relevant updates with the client as needed
Ensure lead information is complete, accurate, and properly documented
Organize and prioritize leads for the client’s review and screening process

Requirements

What you’ll need

Monday through Friday, 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM EST
Bilingual English and Spanish preferred
Previous experience in client intake, customer service, administrative support, or a legal environment is preferred
Familiarity with CRM systems and ability to learn new software and workflows efficiently
Legal services environment requiring professionalism, confidentiality, empathy, and accurate documentation
Approximately 6 to 15 calls per day
Strong verbal and written communication skills in English; Spanish proficiency preferred
High attention to detail and accuracy when documenting information
Excellent organizational and time management skills
Ability to manage multiple priorities and maintain consistent follow up
Familiarity with CRM systems and lead management processes
Strong active listening and information gathering skills
Persistence and initiative when contacting and following up with potential clients
Ability to learn new software, systems, and procedures quickly
Ability to summarize intake conversations clearly and accurately
Professional telephone etiquette and email communication skills
Ability to follow instructions, accept feedback, and work effectively under supervision
Commitment to maintaining confidentiality and handling sensitive information appropriately

Benefits

Comp & perks

Remote job opportunity
Great Place to Work Certification workplace