Legal Intake Coordinator

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Act as the first point of contact for all inquiries from potential clients through phone, email, and web forms.

• Conduct organized intake interviews to collect pertinent case information and evaluate potential suitability.

• Accurately input and oversee prospect data within the firm's CRM and case management system.

• Assess leads and direct cases to the relevant attorney or practice area based on predefined criteria.

• Arrange consultations and follow up with potential clients to minimize no-show occurrences.

• Prepare and deliver intake packets, engagement letters, and onboarding documentation to new clients.

• Monitor intake metrics and provide consistent updates on lead volume, conversion rates, and pipeline status.

• Maintain regular follow-up with unconverted leads to enhance consultation bookings.

⛳️ Requirements

• At least 2 years of experience in legal intake, client services, or a customer-facing coordination role.

• Knowledge of legal intake processes and the typical operations within a law firm environment.

• Exceptional verbal and written communication skills in English, characterized by a warm, empathetic, and professional demeanor.

• Strong capability to efficiently gather detailed information while ensuring a positive client experience.

• Experience in managing CRM systems and maintaining precise data records within a high-volume pipeline.

• Must have prior remote work experience, be proficient with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar), and ideally have experience working with US or UK-based law firms. Applications lacking this experience will not be considered.

🏝️ Benefits

• Competitive salary.

• Options for remote work.

• Opportunities for growth and advancement.