Legal Client Services – Intake Specialist

Assist World

. Serve as the first point of contact for a small real estate law firm .

Posted 9/17/2026full-timeRemote • South Africa, United Kingdom, ColombiaMid-LevelSenior💰 $1,700 - $2,500 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client services within a legal environment, particularly in legal intake and client onboarding processes. Proficient in building relationships, managing enquiries, and improving client experience while maintaining professionalism and effective communication.

Highest-signal resume keywords

Legal Intake ExperienceClient OnboardingLead QualificationClio ProficiencyReal Estate Law Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Legal ReceptionScheduling ConsultationsManaging Incoming EnquiriesDocument Intake ProceduresIntake Process Design

Soft Skills

Good ListenerCalm Under PressureConfident CommunicationApproachable DemeanorCuriosity

Tools & Technologies

Clio

Industry Keywords

Real Estate LawLaw Firm AdministrationClient ServicesReferral Partner RelationshipsProcess Improvement

About the role

Key responsibilities & impact

Serve as the first point of contact for a small real estate law firm
Answer incoming calls and enquiries
Speak with prospective clients and understand their needs
Qualify enquiries by asking appropriate questions
Determine whether the firm's services are appropriate
Collect, 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
Answer client questions and follow up with existing clients
Keep clients updated and explain next steps
Build relationships with referral partners
Check in with clients and identify ways to improve the client experience
Escalate issues requiring the attorney's attention
Design and structure the intake process
Build systems for handling new enquiries
Create procedures and checklists
Improve information collection and document intake procedures
Identify process gaps
Help train future junior team members
Eventually take ownership of the intake function
Help reduce the attorney's need to personally screen incoming calls
Help build systems that support adding junior intake staff

Requirements

What you’ll need

Experienced client services professional
Previous law firm experience strongly preferred
Experience in legal intake, legal reception, client onboarding, law firm administration, client services, lead qualification, scheduling consultations, or managing incoming enquiries strongly preferred
Comfortable speaking with people on the phone and asking questions
Real estate law experience particularly useful, or strong legal intake background in another area
Confident, friendly, approachable, and professional on the phone
Good listener and comfortable asking questions
Intelligent and curious
Calm when not immediately knowing the answer
Good at thinking on their feet
Comfortable learning a new area of law
Able to make sensible decisions about what needs to be escalated
Willing to learn the business properly and handle conversations without immediately passing everything to the attorney
Experience with Clio particularly useful
Able to work full-time, 40 hours per week, during Eastern Standard Time (EST) working hours

Benefits

Comp & perks

100% remote
$50 birthday bonus
$200 testimonial bonus
No tracker
Training can be provided to someone with the right background
Opportunity for role growth, additional hours, and responsibilities as the firm grows