Job Duck
Job Duck
201 – 500 Employees
ConsultingLegalMarketing
Job Duck connects professionals with full-time remote roles supporting United States-based businesses. Its opportunities span legal assistance, marketing, executive support, and case management, serving clients and teams across consulting, marketing, and legal work. The company focuses on helping remote professionals build sustainable careers from home through ongoing support and career development resources.

Bilingual Intake and Scheduling Specialist

Support prospective immigration clients for U.S.-based legal employers in English and Spanish. Handle calls, documentation, payments, and consultations using Clio.

Description

  • Coordinate with attorneys, paralegals, and staff on prospective client inquiries
  • Collect and process consultation fees, including credit card payments
  • Guide clients from their first call through a scheduled consultation
  • Follow up with prospective clients throughout intake
  • Protect the confidentiality of client information, documents, and payment details
  • Identify current clients and route their matters to the appropriate team
  • Accurately record calls, follow-ups, payments, and consultation details
  • Confirm consultation arrangements and share scheduling information
  • Schedule paid consultations around attorney availability
  • Request, organize, and follow up on client documents
  • Maintain intake information and client records in Clio
  • Help callers feel at ease when discussing personal or sensitive circumstances
  • Ask questions to understand prospective clients’ needs
  • Explain the initial intake and consultation process
  • Complete intake forms and gather relevant information
  • Return calls to prospective clients
  • Professionally handle a high volume of incoming calls

Requirements

  • Full-time remote position
  • Monday to Friday schedule
  • Working hours are 8:00 a.m. to 5:00 p.m. CST
  • Fluency in English and Spanish is required
  • Previous experience in customer service, intake, a call center, or legal support is preferred
  • Immigration law experience is helpful but not required
  • Familiarity with immigration terminology is helpful but not required
  • Experience with Clio is preferred
  • Comfort using a Voice over Internet Protocol (VoIP) phone system
  • Comfort handling a high volume of incoming and outgoing calls
  • Experience scheduling appointments and consultations
  • Experience requesting, collecting, and organizing client documents
  • Ability to process credit card payments and handle payment information professionally
  • Reliable internet and a professional remote workspace are required
  • Availability to start within the standard placement timeline
  • Professional verbal and written communication skills
  • Client intake and information gathering
  • High-volume call handling
  • Customer service
  • Consultation scheduling
  • Payment processing
  • Document collection and follow-up
  • Data entry and recordkeeping
  • Clio case management software
  • Voice over Internet Protocol phone systems
  • Professional discretion when handling confidential information

Benefits

  • Remote work
  • Full-time schedule
  • Monday-to-Friday schedule

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