Legal Intake Specialist

We are a growing family law boutique firm seeking to expand our intake and sales team and are seeking an empathetic, detail-oriented, and sales-minded individual to serve as the closer for prospective clients. This is a high-impact, client-facing role that directly influences our firm's growth and reputation. Responsibilities: • Lead Engagement : Respond to inbound leads by phone, email, or web within a timely manner; act as a welcoming, professional point of contact. • Client Qualification : Conduct intake calls to assess legal needs, determine case eligibility, and guide clients through next steps. • Sales-Conscious Intake : Explain services, pricing, and the consultation process confidently and with empathy. • Appointment Scheduling : Coordinate and perform consultations; organize meetings and check-ins with lawyers, and ensure thorough documentation in client intake systems. • Pipeline Management : Maintain up-to-date records in the CRM, ensure follow-ups are timely, and monitor lead progression. • Performance Reporting : Track and report on lead conversion metrics; identify gaps, trends, and opportunities for improving intake outcomes. Automate portions of the workflow. • Collaborative Support : Work with the team to improve intake strategies and refine client conversion processes. • Referral Program: Develop and grow a referral program from professionals in legal, counselling/therapy, and former and current clients, etc. • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently. • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases. • Manage attorney schedules, including prospective client consultations, to foster caseload growth. • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner. • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, billing follow-up, and email writing to ensure operational efficiency. Qualifications: • Proven track record in qualifying and converting profitable leads, including handling intake in a sales or customer experience role. Experience with law firms is an asset. • Empathetic nature and highly emotionally intelligent to ensure potential clients feel heard. • Strong networking and relationship-building abilities; comfortable meeting diverse people. • Highly organized, detail-oriented, self-motivated, and target-driven. • Tech-savvy with familiarity in CRM tools, MS Office suite; experience with legal intake software (preferably Smokeball) is an asset. Ability to see potential in software to optimize processes and automate results. • Comfortable managing high-volume outreach. • Must reside in Illinois, but the role is mostly remote. • Bachelor’s degree is required. • Sales or customer service experience is highly valued • Solid data entry, spreadsheet management, and computer skills • Background in the legal industry preferred • Possesses outstanding communication skills and a sense of empathy Compensation: $45,000 - $55,000 plus bonus

• Lead Engagement: Respond to inbound leads by phone, email, or web within a timely manner; act as a welcoming, professional point of contact. • Client Qualification: Conduct intake calls to assess legal needs, determine case eligibility, and guide clients through next steps. • Sales-Conscious Intake: Explain services, pricing, and the consultation process confidently and with empathy. • Appointment Scheduling: Coordinate and perform consultations; organize meetings and check-ins with lawyers, and ensure thorough documentation in client intake systems. • Pipeline Management: Maintain up-to-date records in the CRM, ensure follow-ups are timely, and monitor lead progression. • Performance Reporting: Track and report on lead conversion metrics; identify gaps, trends, and opportunities for improving intake outcomes. Automate portions of the workflow. • Collaborative Support: Work with the team to improve intake strategies and refine client conversion processes. • Referral Program: Develop and grow a referral program from professionals in legal, counselling/therapy, and former and current clients, etc. • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently. • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases. • Manage attorney schedules, including prospective client consultations, to foster caseload growth. • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner. • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, billing follow-up, and email writing to ensure operational efficiency.

Compensation:
$45,000-$55,000 per year