[Hiring] Legal Client Services & Intake Specialist @Assist World

Role Description

We're looking for an experienced client services professional to become the first point of contact for a small real estate law firm. This is a combination of legal receptionist, client intake, and client relations.

The main goal is to take calls and enquiries away from the attorney, properly understand what the person needs, and decide what should happen next. You'll need to learn the firm's services, the types of matters it handles, and the types of work it doesn't take on. You'll also need to understand when a potential client should be referred to another attorney or professional.

There is also an opportunity to help build a proper intake process for the firm. The current system isn't as structured as it needs to be, so someone who can improve the process and eventually help manage it will have plenty of scope to grow.

What You'll Be Doing

• Client Intake
  • Answer incoming calls and enquiries
  • Speak with prospective clients and understand what they need
  • Ask the right questions to properly qualify enquiries
  • Determine whether the firm's services are appropriate
  • Collect relevant information from prospective clients
  • Record and organise intake information
  • Schedule consultations and follow-up calls
  • Pass qualified matters to the attorney when appropriate
  • Refer unsuitable enquiries to the appropriate attorney or professional
• Client Relations
  • Answering client questions where appropriate
  • Following up with existing clients
  • Keeping clients updated
  • Making sure clients know what happens next
  • Building good relationships with referral partners
  • Checking in with clients to understand how things are going
  • Identifying areas where the client experience could be improved
  • Escalating issues that genuinely require the attorney's attention
• Building the Intake Process
  • Help design a clear intake process
  • Build systems for handling new enquiries
  • Create procedures and checklists
  • Improve how information is collected
  • Document the firm's intake procedures
  • Identify gaps in the current process
  • Help train future junior team members
  • Eventually take ownership of the intake function

Qualifications

• Previous experience in a law firm is strongly preferred, particularly experience with:
  • Legal intake
  • Legal reception
  • Client onboarding
  • Law firm administration
  • Client services
  • Lead qualification
  • Scheduling consultations
  • Managing incoming enquiries
• Experience with real estate law would be particularly useful, although a strong legal intake background in another area could also work.

Requirements

• Confidence is important for this role.
• Friendly and professional demeanor.
• Good listening skills.
• Comfortable asking questions.
• Intelligent and curious.
• Calm when they don't immediately know the answer.
• Good at thinking on their feet.
• Able to make sensible decisions about what needs to be escalated.

Benefits

• $1,700 - $2,500 a month
• 100% REMOTE
• $50 birthday bonus
• $200 testimonial bonus
• NO TRACKER. NO PROBLEM

Company Description

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.