Overview
Legal Intake Officer Jobs in South Africa at Outsourcing To South Africa
Title: Legal Intake Officer
Company: Outsourcing To South Africa
Location: South Africa
Legal Intake Officer
Industry: Legal Firm
Hours: 8am- 5pm Eastern Time
Budget: Gross CTC R23,000.00 – R25,000.00
Role Purpose
This role is a high-output, call-driven intake support function designed to maximise lead conversion through speed, accuracy, and consistency.
You are responsible for rapid lead engagement, strict adherence to call service level agreements, and maintaining exceptional attendance and availability standards.
Your performance directly impacts conversion rates, pipeline velocity, and revenue.
Core Responsibilities
Execute high-volume outbound and inbound calling to new and existing leads to collect missing information and drive progression.
Maintain strict adherence to the 5-minute lead response SLA for all new assignments.
Handle inbound calls with precision, screening clients against firm qualification criteria before booking.
Capture and update all client data accurately in Lawmatics (CRM) in real time.
Manage appointment bookings in line with capacity, urgency, and state-specific timelines.
Trigger and monitor CRM automations post-verification to ensure seamless workflow progression.
Track and follow up on required documentation across Probate, Medicaid, Wills, Trusts, and Guardianship matters.
Support collections and overflow intake tasks when required.
Skills & Competencies
Strong call handling skills.
High level of urgency, discipline, and task ownership.
CRM proficiency with real-time data capturing accuracy.
Ability to multi-task under pressure without compromising quality.
Strong listening skills and ability to qualify leads effectively.
Ability to pick up new software and adapt accordingly.
