Legal Client Services & Intake Specialist

21 hours, 24 minutes ago
Full-time
Mid Level
Customer and Technical Support
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

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

Similar Roles

Developer Engagement Team (Contract)

Roblox 1K-5K Internet Software & Services

Roblox is hiring a Developer Engagement contractor to support its global creator community by resolving escalations, coordinating communication, and helping developers succeed on the platform.

20 hours, 9 minutes ago

Senior Manager - Lawfare

Inca Digital 11-50 Internet Software & Services

Inca Digital is hiring a Senior Manager, Lawfare to lead blockchain and cyber investigations, litigation support, and legal strategy for disputes involving digital assets.

Agile Cybersecurity Encryption
20 hours, 9 minutes ago

Customer Support Specialist, Japanese

Digital Extremes 251-1K Internet Software & Services

Digital Extremes is seeking a Japanese Customer Support Specialist to support Warframe players, represent the game community, and resolve gameplay, technical, account, and transaction-related issues.

20 hours, 54 minutes ago

Member Support Representative (Temporary Part-Time)

Foodsmart 51-250 Health Care Providers & Services

Foodsmart is hiring a temporary, part-time Member Support Agent to remotely assist members with service inquiries, eligibility, appointments, platform access, food benefits, and issue resolution while protecting sensitive information.

HIPAA
20 hours, 54 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers