Client Intake and Sales Specialist

Apply now for the opportunity to join a growing law firm in Cumming, Georgia as a Client Intake and Sales Specialist on a Direct Hire basis. This role involves managing the intake process, conducting consultative sales conversations, and providing exceptional client experience.

• Law Firm
• Opportunity for growth

The Client Intake & Sales Specialist is responsible for managing the full lifecycle of prospective clients—from initial inquiry through onboarding and post-engagement follow-up. This role combines client intake, consultative sales, and relationship management to deliver a seamless and high-quality client experience.

• You will serve as the first point of contact for potential new clients, guiding them through the intake process, qualifying their needs, and helping them engage the firm’s legal services.
• Own and manage all incoming leads from initial contact through engagement.
• Qualify prospective clients and assess fit for firm services.
• Conduct consultative sales conversations to convert leads into clients.
• Clearly explain service options, scope, and next steps.
• Generate engagement agreements and assist with payment processing, including financing options when needed.

• Accurately document client information and interactions in firm systems.
• Complete intake workflows and open new matters in the Case Management System.
• Coordinate with internal teams to ensure timely case initiation.
• Ensure proper service alignment to minimize firm risk and liability.

• Follow up with new clients.
• Re-engage prospective clients who did not initially move forward.
• Maintain relationships with past clients.
• Address client concerns and ensure a high level of satisfaction.
• Respond professionally to reviews and feedback.

• Manage payment plans and collect outstanding balances.
• Maintain accurate, timely records of all communications and activities.
• Provide feedback to leadership on lead quality and process improvements.

• High school diploma or equivalent.
• Minimum 2 years of experience in:
  Sales, client intake, or client-facing roles; or a professional services environment (legal, healthcare, financial services, etc.).
• Strong communication and interpersonal skills.
• Ability to follow structured processes and workflows (SOPs).
• Comfortable with consultative sales and guiding client decisions.
• Preferred:
  Experience in a law firm environment.
• Preferred:
  Probate and/or estate planning experience.
• Preferred:
  Familiarity with CRM or case management systems.

• Dental
• Vision
• PTO
• Bonus potential