Sales & Intake Coordinator

Dunham & Jones, Attorneys at Law, P.C., a leading criminal defense and DWI firm, seeks a Sales & Intake Coordinator to drive new client conversion and support our trial team. In this role, you will be the first point of contact for prospective clients, conducting detailed intakes, evaluating case fit, and scheduling consultations. You'll blend sales acumen with legal awareness to clearly explain our services, build trust, and ensure seamless handoff to attorneys.

Working in a collaborative, client-focused culture, you will track leads, maintain accurate records, and help optimize our intake process to support aggressive, personalized defense for every client.

Responsibilities

• Serve as first point of contact for prospective clients, handling calls and online inquiries with professionalism and empathy
• Conduct structured intake interviews, gather case facts, and perform initial eligibility and conflict checks
• Evaluate and prioritize leads, scheduling consultations with attorneys to maximize conversion
• Explain firm services, fee structures, and next steps while maintaining compliance with legal and ethical rules
• Collaborate closely with criminal defense lawyers to ensure accurate case handoffs and prepared consultations
• Maintain detailed, accurate records in the firm's CRM/case management system
• Track intake metrics, follow up on leads, and support targeted outreach campaigns
• Contribute to a collaborative, team-oriented environment focused on client service and responsiveness

Required Skills

• Client intake management
• Legal case screening
• Criminal law knowledge
• DWI case familiarity
• Consultation scheduling
• CRM/data entry (e.g., Clio, Salesforce)
• Sales and lead conversion
• Conflict check procedures
• Professional written and verbal communication
• Time management and prioritization