Legal Receptionist – Client Relations

Job Duck

. Collaborate with team members to ensure a seamless client experience from initial contact through onboarding and ongoing support .

Posted 11/4/2026full-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 relations, appointment scheduling, and CRM management while maintaining a high standard of professionalism and empathy in client interactions. Proficient in managing documentation and follow-up processes to ensure a seamless client experience.

Highest-signal resume keywords

Client RelationsCRM ManagementAppointment SchedulingDocument ProcessingProfessional Phone Etiquette

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryLead QualificationClient OnboardingCase Management SystemsDocument Processing

Soft Skills

Attention To DetailTime ManagementActive ListeningProblem SolvingEmpathy

Tools & Technologies

DialpadMicrosoft 365IRS LogicsCRM SystemsElectronic Signature Platforms

Industry Keywords

Customer ServiceClient IntakeReception And Front Office SupportTax Services EnvironmentLaw Firm Experience

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Collaborate with team members to ensure a seamless client experience from initial contact through onboarding and ongoing support
Maintain accurate records and documentation across client accounts and internal systems
Maintain a professional, empathetic, and solution-focused approach during client interactions
Track communications and ensure timely follow-through on client inquiries
Provide ongoing client follow-up regarding required documents and next steps
Update and manage client information within the case management system
Create and maintain client records in IRS Logics
Deliver exceptional client service while maintaining confidentiality and accuracy
Schedule appointments and coordinate calendars
Support virtual assistants with administrative and client service tasks
Coordinate electronic signature requests and completion
Collect client documentation and required signed forms
Return missed calls and voicemail messages on the same business day
Schedule same-day callbacks when the salesperson is unavailable
Qualify incoming leads and transfer qualified prospects to the salesperson
Conduct welcome calls for newly onboarded clients
Serve as the first point of contact for prospective and existing clients
Answer and manage incoming calls through Dialpad

Requirements

What you’ll need

Monday through Friday, 9 AM to 6 PM PST
Excellent spoken and written English required
Previous experience in a law firm, accounting firm, tax services environment, customer service role, or client intake position preferred
Comfortable managing a high volume of inbound and outbound calls
Experience working with cloud-based phone systems, CRM platforms, and case management software
Strong organizational, multitasking, and time management abilities
Ability to maintain accurate records and documentation
Commitment to same-day follow-up and client communication
Ability to work independently while collaborating effectively with a remote team
Proficiency with Dialpad, Microsoft 365, IRS Logics, CRM systems, and electronic signature platforms
Client relations, reception and front office support, client intake, lead qualification, customer service, appointment scheduling, client onboarding, CRM management, case management systems, Microsoft 365, professional phone etiquette, data entry, document processing, follow-up management, organization, prioritization, time management, attention to detail, communication, active listening, professionalism, reliability, adaptability, collaboration, problem solving, and empathy

Benefits

Comp & perks

Remote job opportunity
Great Place to Work Certification environment
Monthly compensation of 1015 USD to 1100 USD