via Workday
$14K - 15K a year
Manage client intake process, screen cases for qualification, maintain CRM records, and handle client communications for a personal injury law firm.
2-3 years intake specialist experience, preferably in personal injury law, with CRM Smart Advocate proficiency and ability to handle high call volume.
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 every year since 2022! Job Description: We are seeking a motivated Intake and CRM Specialist to join Job Duck and support a fast-paced personal injury law practice. In this role, you will be the first point of contact for potential clients, ensuring every inquiry is handled with urgency, empathy, and professionalism. You will guide individuals through the intake process, screen cases for qualification, and maintain accurate records in Smart Advocate. This position is ideal for someone who thrives in a client-facing environment, excels at communication, and enjoys building trust while managing multiple priorities. Candidates who are detail-oriented, reliable, and personable will find this role both rewarding and impactful. • Salary Range: 1150 USD to 1220 USD Responsibilities include, but are not limited to: Handle after-hours intake and escalate critical cases to attorneys Make daily outbound follow-up calls to prospective clients Screen cases for qualification criteria (injury type, third-party, etc.) Act as backup for reception, answering incoming calls Respond to all new leads within 30 minutes (calls, web forms, referrals) Send and confirm fee agreements for all qualified leads Keep CRM/Smart Advocate updated with all notes and critical comments Guide potential clients through the intake process Manage CRM and maintain accurate client records Requirements: • 2-3 years of experience working as an Intake Specialist • Previous experience in a personal injury law firm, or a strong understanding of personal injury terms, is preferred • Expected call volume: 45 calls per day • CRM: Smart Advocate Work Shift: 9:00 AM - 6:00 PM [EST][EDT] (United States of America) Languages: English, Spanish Ready 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. Job Duck helps talented individuals work remotely for US-based companies. Check out all the free Resources we have for you here! Explore our Frequently Asked Questions for more information!
This job posting was last updated on 12/3/2025