Business Development Specialist

Job Description

Case Evaluation & Client Intake Specialist — Business Law Group

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Location: New Orleans, LA (in-office) Type: Full-time

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About the Role

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Business Law Group is a boutique firm in New Orleans serving founders and business owners — contracts, trademarks, M&A, commercial leasing, business owner estate planning, ATC/liquor licensing — plus employee-side litigation for equal pay, harassment, and wage payment claims. This is not a receptionist role. You'll be the first real conversation someone has with our firm, whatever they're calling about, and you're not just collecting their information — you're evaluating whether it's a genuine fit before it ever reaches an attorney.

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The role has three parts: case evaluation (the core of it — assessing what a caller actually needs against the right criteria for that practice area, whatever it is), scheduling and case management (owning a client's path from first contact through to a booked consult, with nothing falling through the cracks), and marketing input (what you hear on the phone, every day, across every kind of client, is real data — we want that feeding back into how we talk about what we do).

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If you're good at this, you're not executing a script — you're making real judgment calls across a wide range of practice areas, and shaping how the firm evaluates cases and talks about them.

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Five things matter more here than anything on a resume:

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Client-obsessed. You actually want to help the person on the phone, not just process the call.

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Curious. You ask the follow-up question instead of taking the first answer at face value — and you notice patterns worth reporting up.

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Kind. Especially when you have to tell someone their matter doesn't fit — that's a real part of the job. Direct. You can hold a boundary on the phone without being cold, and you flag what's not working instead of quietly working around it.

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Work Ethic. You are passionate about your role, loyal to your team and tribe which makes the hours work a joy not an obligation.

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What You'll Actually Do

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• Evaluate every inquiry against the right criteria for its practice area — business contracts, trademarks, M&A, commercial leasing, estate planning, ATC licensing, and employee-side litigation each get evaluated differently
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• Apply our screening criteria correctly, including specific thresholds for employee-side wage claims (employer size, filing timing, dollar floors) and scope screening for business matters
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• Run a conflict check on every matter before it moves forward — both employer-name checks for employment matters and general opposing-party checks for business matters Own the full path from first contact to booked consult — and communicate clearly that every practice line starts with a paid consult, not a free one
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• Track marketing channel and source for every lead in Clio Grow, so the firm can see which channels actually produce qualified consults and paying clients — not just raw lead volume
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• Feed real patterns from your calls back to the firm — what people are actually asking, what confuses them, what our website or ads should be saying differently.
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What We Need From You

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• Real judgment across a range of situations, not just a friendly phone manner — you're evaluating fit and facts, not reading a script.
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• Comfortable talking to a wide range of callers — a stressed business owner, an upset employee, someone who isn't sure what kind of lawyer they even need
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• Careful with details: getting a threshold, a scope boundary, or a routing call wrong wastes an attorney's time or turns away someone who should've moved forward
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• Organized enough to own a full pipeline across multiple practice areas without anything slipping
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• Observant enough to notice patterns worth flagging, not just process each call in isolation No legal background required — we'll train you on the specific rules this role runs on
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• Comfortable telling someone no, directly and kindly, when their matter doesn't fit
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How to Apply

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1. Send an email with the subject line "Case Evaluation Specialist — [Your Last Name]" with your resume attached.
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2. In the body of your email, apply this rule to the scenario below and tell us your answer, with your reasoning, in a few sentences:
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Screening rule: A wage payment claim only qualifies for a consult if the unpaid amount is at least $5,000 and the employer has 15 or more employees.

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Scenario: A caller says their employer owes them $4,200 in unpaid commissions. The company has about 40 employees at their location, but the caller mentions the company has locations in six other states too.

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Does this caller qualify for a consult? Applications that skip this part, or that just restate the rule without applying it to the scenario, won't be reviewed.

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Send to View email address on ziprecruiter.com.

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Business Law Group serves business owners and founders across contracts, trademarks, M&A, commercial leasing, business owner estate planning, and ATC/liquor licensing, and also handles employee-side litigation for equal pay, harassment, and wage payment matters. The firm does not handle other litigation, family law, or personal injury matters.