Legal Intake Sales Specialist

Overview

The Sales Consultant will be responsible for engaging with potential clients, explaining the firm’s services, and guiding qualified leads through the intake and consultation process. This role is ideal for someone who is confident, empathetic, organized, and comfortable discussing sensitive legal matters while maintaining a client-first approach.

• Respond promptly to inbound leads (phone, email, and online inquiries)
• Conduct initial consultations with prospective clients
• Explain the firm’s services, fee structures, and next steps clearly and accurately
• Assess client needs and determine appropriate referrals within the firm
• Maintain accurate records in the firm’s CRM or case management system
• Follow up with prospective clients to answer questions and support decision-making
• Collaborate with attorneys and administrative staff to ensure a smooth onboarding process
• Meet or exceed monthly conversion and revenue goals

• Prior experience in sales, client intake, or consultative roles (legal, medical, or professional services preferred)
• Strong communication and interpersonal skills
• Ability to build rapport and trust quickly
• Comfortable handling confidential and sensitive information
• Organized, detail-oriented, and reliable
• Proficiency with CRM systems and basic office technology
• Experience in a law firm or legal intake role is a plus, but not required

Compensation: $50,000+ per year