Legal Intake Specialist

Responsibilities

• Maintain the client database to make sure the sales team can access current information on all leads
• Assess and send qualified leads to inbound sales representatives so they can convert clients and provide quick turnaround
• Expand the clientele by finding new business opportunities within specific geographies
• Track performance goals and key sales metrics on a monthly and quarterly basis to make sure company goals are achieved
• Communicate with prospects via email, phone calls or other forms of communication to convert them into qualified leads and funnel them to the sales pipeline
• Answer inbound calls, texts, web inquiries, and follow‑up opportunities from prospective clients
• Build rapport quickly and create a welcoming, professional, and confident first impression
• Guide potential clients through the intake process with empathy, urgency, and professionalism
• Communicate the value of the firm’s services and convert qualified leads into paid consultations
• Follow up consistently with prospective clients who have not yet booked or retained
• Handle objections professionally and help potential clients feel confident taking the next step
• Maintain accurate and detailed notes, lead statuses, and activity tracking in the CRM
• Track referral sources, consult bookings, and conversion activity
• Meet and exceed performance expectations related to responsiveness, follow‑up, booking, and conversion
• Partner closely with attorneys and leadership to support a smooth handoff and strong client experience
• Help improve intake workflows, scripts, and overall conversion performance over time

• Strong time management skills, communication skills, both written and verbal, and interpersonal skills
• Working knowledge of the sales process and CRM software
• Current U.S. driver’s license and the ability to travel by car
• 2+ years of experience in sales, intake, customer service, call center, or another client‑facing role
• Proven ability to build trust, guide conversations, and close appointments or sales
• Strong verbal and written communication skills
• High emotional intelligence and the ability to speak with people who may be stressed or emotional
• Ability to think on your feet and respond confidently in live conversations
• Strong follow‑up discipline and attention to detail
• Comfortable working in a fast‑paced, metrics‑driven environment
• Strong organizational and time‑management skills
• Experience using CRM software and maintaining accurate records
• Positive attitude, resilience, and professionalism
• Legal, family law, or professional services experience is a plus

$45,000 - $55,000 base salary DOE + bonus opportunities