Act as the first point of contact, guiding prospective clients through the intake process with empathy and professionalism.
Conduct initial intake calls, collect detailed client information, and maintain accurate records and retention metrics.
Support the Client Intake Manager with reporting, track non-retaining prospects, and ensure consistent communication following firm guidelines.
Job Duck connects ambitious individuals with remote job opportunities at US-based companies, fostering career growth and cultural diversity. As a lifestyle company, it prioritizes employee well-being and has earned the Great Place to Work Certification annually since 2022.
Serve as the first point of contact for members seeking legal assistance, conducting comprehensive legal intake interviews and assessing service needs.
Coordinate case referrals, attorney consultations, and communications between members and provider law firms while maintaining accurate documentation.
Deliver compassionate, professional service in a regulated environment, meeting performance metrics for quality, productivity, and member satisfaction.
LegalShield provides affordable access to legal and identity protection services, connecting members with provider law firms through its platform. As part of PPLSI, the world's largest legal and identity management platform, it serves over 4.4 million people and more than 140,000 businesses.
Run video meetings with warm leads to build a client book.
Follow a proven script and adapt it to your personal style.
Maintain same-day follow-through and grow income through skill and production.
Global Elite Empire Consultants provides remote client intake services, offering a structured process and coaching for home-based professionals. The company promotes a culture of flexibility and performance-based advancement, emphasizing work ethic and skill development.
Serve as the first point of contact for prospective clients, delivering empathetic intake support and accurate messages.
Manage phone coverage, scheduling, and client follow-up using Clio, Clio Grow, and VoIP systems.
Grow from administrative support into broader operational responsibilities like lead qualification and client care.
Commonwealth Life & Legacy Counsel is a Virginia estate planning law firm offering elder law, fiduciary litigation, and special needs planning. It is family-oriented and committed to authenticity, reliability, and competence.
Assess client needs, teach options, and maintain relationships after the first meeting.
Handle administrative duties including notes, appointments, and CRM hygiene.
Work from home with no cold calling and a qualified-interest pipeline.
Global Elite Empire Consultants offers virtual client advocacy and consulting services, helping clients assess needs and explore options. The company fosters a competitive, remote culture built on driven and trainable individuals.
Serve as the primary point of contact for members seeking legal help across phone, chat, and digital channels.
Conduct detailed intake interviews, verify information, and accurately document cases in CRM systems.
Coordinate attorney consultations and keep members updated as cases move toward resolution.
This partner company provides legal assistance services to members, coordinating intake, referrals, and case management. They foster a structured, fast-paced culture focused on professionalism, confidentiality, and service excellence.
Engage new and existing prospects to convert interest into booked appointments for the sales team.
Contact inbound leads within five minutes and maintain consistent follow-up via phone, SMS, and email.
Manage CRM records accurately and support LinkedIn outbound prospecting when activity allows.
They are a real estate investment company helping accredited investors access real estate opportunities. They have an established marketing ecosystem and a large CRM database of engaged prospects.
Conduct inbound and outbound calls to prospective clients, perform intake, and build rapport.
Close deals by guiding qualified leads through consultations and handling objections.
Maintain accurate records, follow up persistently, and meet performance targets.
We are a growing U.S.-based family law firm. We focus on providing personalized legal services to clients in stressful situations. Our team is performance-driven and sales-focused, with a supportive environment.
Act as the first point of contact for a premier South Florida family law firm, converting leads into clients through empathetic, sales-driven communication.
Conduct legal intakes, greet guests, and support client relations with a customer-service focus.
Manage legal documents, complex calendaring, docketing, and administrative tasks to keep the firm running smoothly.
LauLau Offshore and Nearshore Staffing connects businesses with skilled remote professionals across the globe. They focus on providing staffing solutions for U.S.-based clients, supporting a growing team of remote workers.
Drive awareness and schedule onboarding demos with prospective employer groups via high-volume outbound calling.
Coordinate with implementation, account management, and customer success teams to ensure seamless client setup and portal administration.
Maintain accurate tracking in Salesforce and support existing customers with technical integrations and bulk uploads.
Mitratech builds world-class software that simplifies operations in Legal, Risk, Compliance, and HR functions. With 20,000 client companies including 30% of the Fortune 500, the company values a diverse, inclusive culture and entrepreneurial spirit.
Act as the first point of contact for customers via email, chat, and phone.
Keep the call queue and video waiting room organized, and schedule appointments.
Learn CRM tools, spreadsheets, and product knowledge to support customer needs.
HighLevel is a cloud-based all-in-one white-label marketing and sales platform that empowers agencies and businesses to grow. With over 2,000 team members across 15+ countries, it operates as a global remote-first community focused on creativity, collaboration, and impact.
Respond to incoming calls, texts, emails, and online inquiries while scheduling estimate appointments.
Maintain accurate lead, customer, and job information in DripJobs CRM and coordinate paperwork.
Follow up consistently with leads, monitor open tasks, and help improve workflows and SOPs.
20four7VA is a virtual assistant agency that connects independent contractors with clients worldwide. They provide a supportive community, free training, and constant guidance to their contractors.
Manage outbound client calling and appointment scheduling for a financial-services agency serving existing policyholders.
Use approved scripts to follow up on annual reviews, lapsed policies, and banking changes, and book appointments.
Maintain client lists, document call outcomes, and provide regular updates while working 20 hours per week remotely.
20four7VA connects offshore independent contractors with clients worldwide, primarily in developed markets. They offer free training, constant support, and a vibrant community for their contractors.
Serve as a professional and responsive point of contact for clients and prospective clients.
Coordinate collection, organization, and tracking of client information and supporting documents.
Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.
GPARENCY is a commercial real estate finance and technology company focused on improving transparency and access in commercial real estate financing. It offers a remote, collaborative work environment centered on communication, accountability, and professional growth.
Assess client needs and teach options as a virtual consultant.
Handle admin tasks including notes, appointments, and CRM hygiene.
Work from home with no cold calling and a qualified-interest pipeline.
Global Elite Empire Consultants provides remote consulting services, hiring virtual consultants to assess client needs and teach options. The company values driven, trainable, and dependable individuals, offering full training and performance-based advancement in a remote work culture.
Serve as the primary point of contact for callers with a warm, professional presence.
Manage scheduling, gather client information, and route calls to the right teams.
Work fully remotely using RingCentral, Google Workspace, and client management platforms.
The company provides professional client support and administrative services through a fully remote team. It fosters a collaborative, distributed culture focused on warm communication and long-term career growth.
Execute outbound prospecting and cold calling to engage new legal firm leads.
Manage and close inbound leads while owning a full-cycle transactional sales process.
Lead trial closing efforts and consistently meet KPIs like call volume and transaction counts.
Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase profitability. Established in 2010, the company has supported over 5,000 firms nationwide and fosters a high-impact, collaborative culture.
Handle high-volume inbound and outbound calls in a fast-paced insurance environment.
Schedule, confirm, reschedule, and cancel medical appointments with clear, compassionate communication.
Document call outcomes accurately and meet daily call volume, quality, and productivity expectations.
This company operates in a fast-paced, insurance-related environment, connecting patients with medical appointment scheduling and support. It is a remote-first organization that emphasizes professional development, offering training, team support, and international client exposure.
Answer replies to BDR outreach and book/confirm meetings on calendars
Call, text, and email prospects to confirm and remind them about upcoming meetings
Forward warm leads to the right BDR and log conversations in the CRM
HighLevel is a cloud-based marketing and sales platform for agencies, entrepreneurs, and small businesses. With 2000+ team members across 15+ countries, it has a remote-first culture focused on creativity, collaboration, and impact.
Assess client needs and educate them on available options through virtual consultations.
Maintain detailed notes, appointments, and CRM records as part of daily admin tasks.
Work with a qualified-interest pipeline, no cold calling, with full training and advancement opportunities.
We are a consulting firm that helps clients identify their needs and explore options through a virtual, relationship-based approach. Our team is driven, trainable, and competitive, operating remotely with a focus on performance and growth.