Legal Intake and Payments Assistant

Job Duck

. Serve as the first point of contact for prospective clients and create a smooth, positive client experience .

Posted 11/6/2026full-timeRemote • Brazil, Honduras, El Salvador, Colombia, Chile, South Africa, Argentina, Peru, MexicoMid-LevelSenior💰 $1,015 - $1,100 per monthWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client intake and onboarding processes, with strong bilingual communication skills in English and Spanish. Proficient in managing client interactions, scheduling appointments, and utilizing CRM systems to maintain accurate records and facilitate seamless transitions.

Highest-signal resume keywords

Client IntakeBilingual Communication (English and Spanish)Lead QualificationAppointment SchedulingCRM Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client RelationsInbound and Outbound Call ManagementCustomer Service ExcellencePayment ProcessingDocument Preparation and ProcessingData Entry AccuracyElectronic Signature CoordinationClient Follow-up ManagementCase Management System ProficiencyOrganization and Prioritization

Soft Skills

Active ListeningVerbal CommunicationWritten CommunicationAttention to DetailEmpathy and Relationship Building

Tools & Technologies

DialpadMicrosoft 365IRS LogicsLawPayCRM SystemsElectronic Signature PlatformsGoogle Workspace

Industry Keywords

Law FirmAccounting FirmTax ServicesClient OnboardingConfidentiality

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Serve as the first point of contact for prospective clients and create a smooth, positive client experience
Manage inbound inquiries and monitor/respond to inquiries submitted through the company website
Qualify potential clients through initial screening conversations and short intake questionnaires
Identify qualified leads and coordinate live transfers or appointments with the sales representative
Schedule appointments and coordinate calendars based on sales team availability
Support prospective clients throughout the onboarding process
Prepare and send engagement agreements and other onboarding documents for electronic signature
Follow up on outstanding engagement documents and required next steps
Process initial client payments through LawPay, including entering required banking information
Maintain accurate client records in IRS Logics and other internal systems
Document client interactions, inquiries, and follow-up activities
Return missed calls and respond to voicemail messages promptly
Answer and manage inbound calls from prospective and existing clients through the company phone system
Collaborate with the sales representative and other team members to ensure a seamless transition from inquiry to onboarding
Communicate professionally, empathetically, and in a solution-oriented manner with prospective clients, including those experiencing stressful tax-related situations

Requirements

What you’ll need

Schedule: Monday through Friday, 9 AM to 6 PM PST
Excellent spoken and written English and Spanish required
Previous experience in client intake, reception, customer service, lead qualification, or administrative support preferred
Experience working in a law firm, accounting firm, or tax services environment is a plus
Comfortable handling a high volume of inbound and outbound calls
Strong verbal communication and active listening skills
Ability to qualify leads by asking relevant questions and gathering essential information
Experience coordinating appointments, managing calendars, and handling client follow-ups
Familiarity with CRM platforms, case management systems, and cloud-based phone systems
Comfortable processing initial payments through online payment platforms
Strong organizational, multitasking, and time management abilities
High attention to detail when handling client information, payment details, and engagement documents
Ability to maintain confidentiality and handle sensitive client information responsibly
Ability to work independently while collaborating effectively with a remote team
Software and tools: Dialpad, Microsoft 365, IRS Logics, LawPay, CRM Systems, Electronic Signature Platforms, Google Workspace or similar productivity tools
Required skills: Client Intake; Client Relations; Bilingual Communication (English and Spanish); Reception and Front Office Support; Inbound and Outbound Call Management; Lead Qualification; Customer Service Excellence; Appointment Scheduling; Calendar Management; Client Onboarding; CRM Management; Case Management System Proficiency; Payment Processing; Document Preparation and Processing; Electronic Signature Coordination; Client Follow-up Management; Data Entry Accuracy; Professional Phone Etiquette; Active Listening; Verbal Communication; Written Communication; Organization and Prioritization; Time Management; Attention to Detail; Confidentiality; Empathy and Relationship Building; Problem Solving; Reliability and Accountability; Adaptability; Team Collaboration; Proactive Mindset; Follow Through

Benefits

Comp & perks

Remote job opportunity
Great Place to Work Certification workplace