Follow up with prospective clients to move them through the intake pipeline
Participate in pre engagement and post representation glidepath processes
Schedule appointments and legal consultations
Conduct inbound and outbound intake and sales calls
Support the sales team during the client intake process
Maintain accurate and up to date client records in the CRM
Draft retainer agreements and non engagement letters
Conduct smile and dial GAS calls to existing clients, former clients, and prospective new clients who did not engage the firm
Accept payments from clients in accordance with firm procedures
Compile and track metrics related to leads, conversions, and sales activity

Minimum 1 year of experience working as an intake specialist or in a customer-service role
Sales skills and experience required
Strong verbal and written communication skills
High attention to detail and strong analytical ability
Sales aptitude with the ability to address objections and guide clients through a decision process
Client empathy while maintaining professional boundaries
Consistent follow-up and organized client communication
Comfort working with CRM systems and learning new tools quickly
Ability to manage multiple conversations and tasks simultaneously

Intake and Sales Specialist

Key skills