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Job Description:
Job Duck is seeking a reliable and detail-oriented Law Firm Intake Coordinator to support a disability law practice by managing client intake and early case communication. This role is central to ensuring potential and existing clients receive timely responses, accurate information, and a professional first impression of the firm. The Law Firm Intake Coordinator will handle a steady volume of inbound and outbound calls, complete live intake within the CRM, and manage follow-ups based on each client’s situation. Success in this role requires comfort with phone-based work, strong organization skills, and a high level of discretion when handling sensitive legal information. This position is ideal for someone who enjoys structured workflows, clear expectations, and making a meaningful impact on the client experience.
Responsibilities include, but are not limited to:
Maintain accurate records and documentation in the case management system
Provide timely updates to clients regarding their case progress
Vet and qualify callers based on intake criteria
Complete live intake forms in Clio while speaking with callers
Handle inbound and outbound phone calls from potential and existing clients
Ensure all interactions comply with confidentiality requirements
Follow up with clients using preset email workflows based on case status
Manage and update the CRM pipeline accurately
Requirements:
Required Skills
Legal intake experience or comparable case management exposure
Strong verbal communication skills with confidence on phone calls
High level of confidentiality and discretion
Excellent attention to detail and accuracy
Ability to manage multiple follow-ups while maintaining organization
Consistent and reliable work habits
Comfort working in structured workflows and CRM systems
Professional written communication for client updates
Additional Details
Full time position working Eastern Standard Time
Schedule from 9:00 a.m. to 5:30 p.m. EST
Practice area focused on disability law
Immediate start preferred
Spanish proficiency required
Quiet and private workspace suitable for handling confidential information
Two monitors required or a laptop with an additional external monitor
Location must be compatible with the firm’s VoIP provider country coverage
Required Software and Tools
Clio for CRM and intake management
VoIP phone system compatible with geographic service restrictions
Email and case follow-up tools within the CRM
Work Shift:
Languages:
English, SpanishReady to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
