Legal Intake and Client Conversion Assistant

Legal Intake and Client Conversion Assistant

Join to apply for the Legal Intake and Client Conversion Assistant role at Job Duck

JOB DUCK IS HIRING A LEGAL INTAKE AND CLIENT CONVERSION ASSISTANT

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification for 4 years!

Join Job Duck as a Legal Intake and Client Conversion Assistant and become the welcoming voice for prospective clients seeking compassionate legal guidance. In this pivotal role, you’ll be the first point of contact, guiding individuals through their initial steps with professionalism and care. You’ll manage incoming calls, coordinate consultations, and ensure all client information is accurately captured and organized using Clio Grow and Clio Manage.

This position is ideal for someone who thrives in a client-facing role, enjoys structured processes, and is committed to delivering exceptional service with a warm, upbeat attitude. If you’re detail-oriented, eager to grow, and passionate about helping others, this is a meaningful opportunity to make a daily impact.

Monday to Friday from 8:00 AM to 5:00 PM EST (USA)

• Following up with leads to ensure conversion and engagement.
• Managing and responding to online consultation requests.
• Coordinating and scheduling initial consultations.
• Serving as the primary point of contact for new prospective clients.
• Sending appropriate forms and emails to prepare clients for consultations.
• Answering and managing incoming calls professionally and empathetically.
• Setting up SharePoint folders to collect and organize client documents.
• Maintaining clear and respectful communication with clients and team members.
• Providing referrals for leads outside the firm’s scope of practice.

• At least one to two years of experience in similar roles
• Share Point
• Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
• Quiet, distraction-free remote work environment

• Monthly compensation starting from 1150 USD to 1220 USD
• Paid time off and holiday pay.
• Referral and annual bonuses.
• Parental leave.
• Opportunities for professional development and training
• Dedicated support from our team.
• A chance to work with clients who share our values.

Ready to dive in?
Apply now and make sure to follow all the instructions!

DISCLAIMER:
Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.

• Entry level

• Full-time

• Legal, Customer Service, and Business Development
• Industries:
  Legal Services