Intake Specialist – Legal Intake and Scheduling Specialist

Job Duck

. Protect confidential information and comply with privacy and confidentiality requirements .

Posted 11/10/2026full-timeRemote • Brazil, Honduras, El Salvador, Colombia, Chile, South Africa, Peru, MexicoMid-LevelSenior💰 $1,437 per monthWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in legal intake procedures, client management, and effective communication while maintaining confidentiality and professionalism. Proficient in managing prospective client interactions and utilizing tools like Clio Grow and VXT for efficient operations.

Highest-signal resume keywords

Legal Intake ProceduresClio Grow ExperienceVXT FamiliarityClient ManagementEmpathy and Emotional Intelligence

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Lead QualificationClient Payment ProcessingAppointment CoordinationAttention to DetailOrganizational Skills

Soft Skills

Strong Client Service OrientationActive Listening SkillsProfessional Telephone MannerPatience and ComposureReliability and Accountability

Tools & Technologies

ClioClio GrowVXTCloud-Based Phone Systems

Industry Keywords

Confidentiality RequirementsCriminal Defense ExperienceLegal Advice ProhibitionIntake CriteriaFollow-Up Activities

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Protect confidential information and comply with privacy and confidentiality requirements
Maintain accurate lead records, communication histories, and follow-up activities
Handle prospective client interactions with empathy, discretion, and professionalism
Answer incoming prospective client calls through the firm's main phone line using VXT
Return missed calls and respond to voicemails within the same business day
Gather and accurately document prospective client inquiries
Screen prospective clients according to written intake procedures and qualification criteria
Process prospective client payments through Clio
Schedule consultations between qualified prospective clients and attorneys
Identify inquiries aligned with the firm's practice areas and intake requirements
Enter, organize, and manage prospective client leads in Clio Grow
Execute scheduled email and phone follow-ups
Provide flat fee quotes based on the firm's fee schedule
Prepare and send engagement agreements for electronic signature
Provide a welcoming and professional experience during sensitive conversations
Follow intake procedures without providing legal advice or assessing legal merits

Requirements

What you’ll need

Monday to Friday, 9:00 AM to 5:00 PM CST
Must work Central Standard Time (Missouri)
Previous experience in law firm intake or a call center is preferred
Criminal defense experience is highly preferred
Experience handling inbound and outbound calls, qualifying leads, and coordinating appointments is beneficial
Familiarity with legal intake procedures and client management processes is a plus
Experience with or willingness to learn Clio Grow
Familiarity with VXT or other cloud-based phone systems is beneficial
Ability to manage email and phone follow-up schedules
Comfortable processing electronic engagement agreements and client payments through Clio
Excellent spoken and written English
Advanced English proficiency is required
Spanish proficiency is a plus
Willingness to sign a confidentiality agreement
Ability to successfully complete a criminal background check
Ability to handle sensitive and confidential prospective client information with discretion
Must understand that the role does not involve providing legal advice or evaluating the legal merits of a case
Excellent verbal and written English communication skills
Strong empathy and emotional intelligence
Active listening skills
Strong client service orientation and professional telephone manner
Sound judgment and critical thinking when screening prospective clients
Ability to identify inquiries that do not meet intake criteria
Patience and composure during sensitive, emotional, or challenging conversations
Strong organizational and time management skills
Ability to manage multiple inquiries, follow-up tasks, and appointments simultaneously
Attention to detail when collecting, entering, and maintaining client information
Reliability, accountability, and consistent follow-through
Ability to work independently while following established procedures and guidelines
Professionalism and discretion with confidential information
Adaptability and willingness to learn new software, procedures, and workflows

Benefits

Comp & perks

Great Place to Work Certification
Remote work arrangement