Legal Client Services & Intake Specialist
A
Assist WorldReal Estate Law
South Africa / United Kingdom / Colombia, Eastern Standard Time (EST)Full-TimeMiddle
Salary1,700 - 2,500 USD per month
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Job Details
- Required Skills
- HubSpot
Requirements
- Previous experience in a law firm environment.
- Strong background in legal intake, reception, or client onboarding.
- Proven experience in lead qualification and managing enquiries.
- Ability to maintain professional and confident phone presence.
- Experience with law firm administrative tasks.
- Capacity to learn and handle complex legal conversation flows independently.
- Strong listening skills and ability to think on one's feet.
- Familiarity with Clio, HubSpot, QuickBooks Online, Microsoft Teams, and OneDrive is highly desirable.
Responsibilities
- Answer incoming calls and enquiries from prospective and existing clients.
- Qualify enquiries by asking relevant questions to determine if firm services are appropriate.
- Schedule consultations and follow-up calls with the attorney.
- Refer unsuitable enquiries to appropriate outside professionals.
- Maintain ongoing communication with existing clients and referral partners.
- Design and document a structured intake process, including procedures and checklists.
- Identify process gaps and train future team members on intake functions.
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