V104 Intake Specialist | Intake and Scheduling Coordinator

Job Duck is seeking a Intake Specialist to create a welcoming first impression and ensure each prospective client is guided with clarity and care. The role involves coordinating calls, consultations, and essential information, as well as maintaining organized calendars and accurate documentation.

Requirements

• Efficiently answer and direct phone calls; schedule client calls and meetings
• Serve as the first point of contact, guiding potential clients through expectations and processes
• Assist the team with ministerial tasks and maintain a systematic flow of office communication
• Document all interactions and updates in MyCase and Clio Grow with accuracy
• Uphold confidentiality and adhere to firm policies and procedures
• Process incoming and outgoing mail accurately and promptly
• Maintain the office calendar; remind staff of appointments; set up conference rooms
• Conduct intakes for potential new clients; schedule consultations; maintain the tracking list of prospects
• Provide ongoing customer service to current clients and support various areas of the firm as needed
• Coordinate with attorneys and paralegals to ensure timely follow ups and next steps

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance