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Legal Client Services & Intake Specialist

3 weeks, 1 day ago
Colombia, United Kingdom, South Africa
Full-time
Mid Level
Customer Support
Customer and Technical Support
HubSpot
Apply Now
Assist World

Assist World

Assist World provides dedicated virtual assistant services, enabling businesses to streamline their operations and enhance productivity by matching clients with skilled virtual talent tailored to their specific needs.

IT Services
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Description

  • Answer incoming calls and enquiries from prospective and existing clients.
  • Understand, qualify, and document prospective clients’ legal needs.
  • Determine whether enquiries fit the firm’s services and refer unsuitable matters appropriately.
  • Schedule consultations and follow-up calls, and pass qualified matters to the attorney.
  • Answer client questions, provide updates, and explain next steps.
  • Build and maintain relationships with clients and referral partners.
  • Identify client experience improvements and escalate issues requiring attorney attention.
  • Design and document intake procedures, checklists, and information-collection systems.
  • Identify process gaps, help train junior staff, and eventually own the intake function.

Requirements

  • Previous experience in a law firm is strongly preferred.
  • Experience with legal intake, reception, client onboarding, law firm administration, client services, lead qualification, consultation scheduling, or managing incoming enquiries.
  • Real estate law experience is preferred; strong legal intake experience in another practice area may be suitable.
  • Confident and professional telephone communication skills.
  • Ability to ask effective qualifying questions and take control of conversations.
  • Strong listening, judgment, problem-solving, and decision-making skills.
  • Ability to remain calm when answers are not immediately known and determine when to escalate.
  • Willingness to learn the firm’s services and a new area of law.
  • Experience with Clio is preferred; familiarity with HubSpot, QuickBooks Online, Microsoft Teams, or OneDrive is useful.

Benefits

  • 100% remote work.
  • $50 birthday bonus.
  • $200 testimonial bonus.
  • No activity tracker required.
  • Opportunity for increased hours, responsibilities, and ownership as the firm grows.
  • Training provided for candidates with the right background who are new to Clio.

Interested in this position?

Apply directly on the company website

Apply Now

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