Legal Intake Specialist

Job Duck

. Manage inbound and outbound calls .

Posted 10/16/2026full-timeRemote • Brazil, South AfricaMid-LevelSenior💰 $1,142 - $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 communication skills, effective call handling, and organizational abilities while managing client interactions and maintaining accurate records. Proficient in using CRM platforms and VoIP systems to enhance client service in a legal environment.

Highest-signal resume keywords

Customer Service ExperienceCall Handling SkillsActionstep ProficiencyRingCentral ExperienceOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryRecord MaintenanceIntake ProceduresAppointment SchedulingFollow-Up Management

Soft Skills

Verbal CommunicationWritten CommunicationAttention to DetailClient-Focused ApproachReliability

Tools & Technologies

ActionstepRingCentralVoIP SystemsEmail ApplicationsGeneral Computer Applications

Industry Keywords

Legal IntakeEstate PlanningElder LawProbateLaw Firm Experience

Tech Stack

Tools & technologies

VoIP

About the role

Key responsibilities & impact

Manage inbound and outbound calls
Gather and enter information from prospective clients according to intake procedures
Coordinate scheduling requests, appointment rescheduling, and cancellations
Maintain accurate, organized, and up-to-date records
Manage communications through RingCentral and email
Route calls and inquiries to appropriate team members
Provide a positive first impression through clear, courteous, client-focused communication
Make approximately 16 to 30 outbound calls per day as needed
Handle approximately 16 to 30 inbound calls per day
Document calls, messages, intake information, and follow-up activities
Enter, update, and maintain client and prospect information in Actionstep
Follow up on outstanding requests
Manage voicemails, return calls, and communicate messages accurately
Follow established workflows and assist with additional intake-related and administrative responsibilities

Requirements

What you’ll need

Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time, with lunch from 1:00 p.m. to 2:00 p.m.
Previous experience in customer service, call handling, intake, reception, or a similar position
Strong verbal and written English communication skills
Professional phone etiquette and a client-focused approach
Strong organizational skills and attention to detail
Ability to manage multiple calls, requests, and follow-up tasks throughout the day
Reliable follow-through and the ability to prioritize tasks effectively
Basic computer proficiency and accurate data-entry skills
Ability to learn new software and follow established procedures
Ability to work independently while collaborating effectively with a team
Previous law firm or legal intake experience is preferred
Familiarity with estate planning, elder law, probate, or related legal services is preferred
Actionstep or a similar CRM platform
RingCentral or a similar VoIP phone system
Email and general computer applications

Benefits

Comp & perks

Remote work opportunity
Great Place to Work Certification environment