Intake Specialist

Attorney Assistant LLC; South Africa; Remote; ZAR 796,000 - 1,260,000; Full time

Benefits offered by this job

PTO

Referral incentives

Bonuses where applicable

Remote work setup

Job summary

Attorney Assistant LLC is hiring an intake specialist to support a U.S. based law firm serving families and communities in Eastern Iowa. The role requires prior professional sales experience and supporting Real Estate Law, Probate, and Estate Planning.

You will guide qualified prospects toward becoming clients without high-pressure tactics. The position is full-time and remote based in South Africa, with standard business hours and opportunities for long-term professional growth.

Qualifications

• Prior professional sales experience with lead follow-up and client conversion.
• Experience supporting multiple legal practice areas is required (Real Estate Law, Probate, Estate Planning).
• Excellent spoken and written English for professional communications.

Responsibilities

• Handle prospective client inquiries via phone, email, or web forms.
• Build rapport and provide a welcoming, professional first impression.
• Gather and document intake information for Real Estate Law, Probate, and Estate Planning.
• Follow up with prospects and encourage consultations or retention.
• Manage the firm’s lead pipeline and ensure timely communication.
• Coordinate attorney consultations and manage scheduling.
• Prepare clients for consultations with next steps and documents.

Skills

Sales experience

Lead follow-up

Client conversion

CRM experience

English proficiency

Tools

CRM software

Job description

At Attorney Assistant, we help law firms manage the work that keeps cases moving and clients supported, including intake, follow-up, administration, legal support, and operations.

Through Staffline and Frontline, formerly known as Intake360, we provide dedicated staffing and 24/7 live intake support for U.S.-based law firms.

We're growing our remote team and looking for reliable, skilled professionals who want to build long-term careers supporting law firms.

Overview

We are looking for an experienced, sales-driven Intake Specialist to support a U.S.-based law firm serving families and communities throughout Eastern Iowa.

Candidates must have prior professional sales experience and experience supporting all three practice areas: Real Estate Law, Probate, and Estate Planning. These are non-negotiable requirements.

The ideal candidate is an exceptional communicator who can build trust, manage client conversations professionally, and guide qualified prospects toward becoming clients without using high-pressure sales tactics.

Key Responsibilities

• Handle prospective client inquiries through phone calls, emails, website submissions, and other communication channels.
• Build rapport with prospective clients, listen to their concerns, understand their needs, and provide a welcoming and professional first impression.
• Gather, qualify, and accurately document intake information for Real Estate Law, Probate, and Estate Planning matters.
• Proactively follow up with prospective clients, answer questions, address objections, and encourage them to schedule consultations or retain the firm.
• Manage the firm's lead pipeline, ensuring every inquiry receives timely communication and consistent follow-up.
• Coordinate attorney consultations while managing client scheduling needs and attorney availability.
• Prepare prospective clients for consultations by explaining next steps, requesting documents, and confirming appointment details.
• Maintain accurate client information, communication records, and follow-up activities in the firm's CRM and case management systems.
• Assist with electronic document collection, signatures, and other client onboarding activities.
• Support client feedback collection and Google review follow-ups as assigned.
• Monitor intake activity, lead conversions, and follow-up effectiveness while identifying opportunities to improve the client experience and intake process.

Required Skills and Experience

• Prior professional sales experience, including lead follow-up, objection handling, relationship building, and client conversion.
• Prior professional experience supporting all three legal practice areas: Real Estate Law, Probate, and Estate Planning.
• Excellent spoken and written English, with strong communication skills for professional phone, email, and text conversations.
• Strong interpersonal skills, active listening, and the ability to build trust with prospective clients.
• A consultative sales approach, with the confidence to guide qualified prospects toward making decisions without being overly aggressive.
• Strong organizational and time management skills, including the ability to manage multiple client conversations, appointments, and follow-up tasks.
• Ability to maintain accurate records and work effectively with CRM systems, case management software, and digital communication tools.
• Strong attention to detail and the ability to handle sensitive client information with discretion and professionalism.
• Proactive, dependable, and comfortable taking ownership of tasks and following through without constant supervision.
• Ability to remain composed and empathetic when handling emotional conversations, changing priorities, or multiple client inquiries.

Schedule and Benefits

• Full-time remote opportunity based in South Africa.
• Monday through Friday, 8:00 AM to 4:30 PM Central Time.
• Supportive work environment with opportunities for long-term professional growth.
• PTO, referral incentives, and bonuses where applicable.
• Must have a reliable device, stable internet connection, and quiet remote work setup.

How It Works

This posting is for a current client hiring need. Candidates who meet the role requirements will be reviewed based on their experience, communication skills, availability, and alignment with the client's needs.

Applicants may also be considered for similar opportunities with Attorney Assistant based on their qualifications, experience, availability, and client requirements.