Legal Client Services & Intake Specialist

Location: Remote from South Africa, the United Kingdom, or Colombia

Company

hirify.global provides virtual assistant and operations support, placing the role with a small real estate law firm.

What you will do

• Answer incoming calls and enquiries as the first point of contact for the law firm.
• Understand, qualify, and document prospective clients’ needs and determine whether the firm’s services are appropriate.
• Schedule consultations and follow-up calls, pass suitable matters to the attorney, and refer unsuitable enquiries to the appropriate professional.
• Support existing clients and referral partners by answering questions, providing updates, checking in, and escalating matters that require attorney attention.
• Design and improve the intake process, including procedures, checklists, information collection, and documentation.
• Help train future junior staff and potentially take ownership of the intake function as it grows.

Requirements

• Previous experience in a law firm is strongly preferred, particularly in legal intake, legal reception, client onboarding, law firm administration, or client services.
• Experience with lead qualification, consultation scheduling, and managing incoming enquiries.
• Confidence speaking on the phone, asking relevant questions, and guiding conversations professionally.
• Ability to listen carefully, think on your feet, learn a new area of law, and make sensible escalation decisions.
• Experience with real estate law is particularly useful; strong legal intake experience in another practice area may also be suitable.
• Must work remotely from South Africa, the United Kingdom, or Colombia.

Nice to have

• Experience with Clio.
• Experience with real estate law.

Culture & Benefits

• Full-time remote position in the Operations department.
• Training can be provided on Clio for a candidate with the right background.
• Opportunity to expand responsibilities, take on additional hours, and manage the intake function as the firm grows.
• Potential to help recruit and train junior intake staff.