Client Acquisition and Intake Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Acquisition and Intake Specialist based in South Africa. This role serves as a key first point of contact for prospective clients, helping transform inbound inquiries into well-managed client opportunities. You will conduct structured discovery conversations, qualify prospects, coordinate consultations, and support the initial client retention process. The position combines customer engagement, organization, careful documentation, and adherence to established procedures. You will work independently while following approved scripts, qualification criteria, communication sequences, and fee guidelines. Success in this role requires excellent communication, strong attention to detail, and the ability to manage a high volume of inquiries with professionalism and empathy. It is a fast-paced, results-oriented opportunity for someone who enjoys building rapport and creating a positive client experience.

Accountabilities As a Client Acquisition and Intake Specialist, you will manage the end-to-end initial intake experience, from responding to new inquiries and qualifying prospects to scheduling consultations and supporting the retention process. You will follow established procedures while using sound judgment to identify matters that require escalation.

• Respond promptly to new inbound inquiries within established response-time requirements.
• Conduct structured discovery and intake conversations using approved scripts and procedures.
• Gather relevant factual and logistical information from prospective clients.
• Identify qualified prospects based on established written criteria.
• Explain practice areas, general processes, and the typical sequence of services without providing legal advice.
• Schedule free consultations with attorneys and manage the consultation calendar to maximize show rates.
• Follow up with prospects after consultations using approved communication sequences.
• Facilitate the initial retention process and prepare and send retainer agreements using approved templates.
• Quote retainer fees using the approved fee matrix and gather the information required to determine the appropriate fee category.
• Decline and refer inquiries that fall outside established criteria.
• Escalate potential conflicts, emergent circumstances, dissatisfaction, unusual fee arrangements, legal questions, and matters outside established intake procedures.
• Recognize emergent situations such as domestic violence matters, temporary restraining orders, orders to show cause, or hearings scheduled within 72 hours and escalate them appropriately.
• Maintain accurate records of inquiries, lead sources, consultations, follow-ups, and related activities.
• Participate in recorded call quality assurance reviews and maintain a minimum QA score of 4 out of 5 while respecting professional boundaries.
• Collaborate on continuous improvements to intake procedures and fee-matrix processes.
• Provide a consistently professional, responsive, and client-focused experience throughout the intake process.

Requirements The ideal candidate is a highly organized and proactive professional with excellent English communication skills and a strong ability to build rapport with prospective clients. You should be comfortable working independently in a high-volume environment while consistently following defined scripts, procedures, qualification criteria, and professional boundaries.

• Strong verbal and written English communication skills.
• Excellent active listening, questioning, and rapport-building abilities.
• Strong attention to detail and organizational skills.
• Ability to manage multiple inquiries and priorities simultaneously.
• Proactive, self-directed, and results-oriented approach.
• Confident, professional, and empathetic communication style.
• Strong customer service and client experience skills.
• Ability to consistently follow established scripts, procedures, and qualification criteria.
• Ability to make decisions independently within clearly defined guidelines.
• Strong follow-up, prioritization, and time-management skills.
• Ability to accurately assess urgency based solely on information provided by prospective clients.
• Ability to maintain professional boundaries and never provide legal advice.
• Comfortable handling sensitive and confidential information.
• Ability to recognize situations requiring immediate escalation.
• Strong documentation skills and attention to accuracy.
• Experience or proficiency with practice management and scheduling systems.
• Ability to perform effectively in a fast-paced, high-volume intake environment.
• Willingness to participate in recorded calls and quality assurance reviews.
• Availability to work from 8:30 AM to 5:00 PM Eastern Time, with coverage extending through the last inbound call of the day.
• English-only position.
• The role does not involve evaluating legal merits, performing case work, conducting paid consultations, or managing active legal matters.
• Ability to work independently while escalating matters that fall outside established criteria or procedures.

Benefits

• Monthly compensation of $1,150–$1,220 USD.
• Paid time off.
• Bonuses.
• 100% remote, home-based position.
• Full-time, long-term career opportunity.
• Parental leave.
• Professional development and training.
• Dedicated team support.
• Opportunity to work with organizations aligned with strong professional and client-service values.

How Jobgether Works We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.