Intake Attorney

Intake Attorney

Company: Holt Law - The Law Firm Built for Healthcare Businesses®
Location: Primarily Remote (Includes quarterly in-person team strategy and alignment summits)

The Mission

Holt Law is a premier boutique health law firm serving practitioners and businesses in Minnesota, California, and across the United States. We are looking for a Licensed Attorney who loves the "art of the deal" and prefers the results-driven world of business development over the grind of billable hours and litigation. You will be the face of the firm for new clients, using your legal expertise to build trust and your sales instincts to close deals.

Our Culture

At Holt Law, we combine the exacting standards of a premier law firm with the collaborative, driven energy of a high-growth startup. We believe in lifting each other up while staying intensely focused on our mission. We use the EOS model to ensure everyone has a clear roadmap and the tools needed to stay aligned as we help healthcare entrepreneurs build their futures. We value professionals who are energized by growth over comfort, and who choose absolute ownership over minimal accountability.

Candidate Profile Must-Have Requirements (Non-Negotiable)

• Legal Credentials: Hold a J.D. and an active license to practice law in a US state.
• Legal Experience: Minimum of 1 year of experience practicing law.
• Consultative Experience: Proven ability to lead client consultations, build immediate rapport, and confidently discuss pricing and firm value.
• Communication: Demonstrated ability to translate complex healthcare law into actionable value propositions for prospective clients.

Nice-to-Have Attributes

• Specific Licensure: Active license to practice law in Minnesota or California.
• Geography: Physical residence near San Diego, CA or the Twin Cities, MN.
• AI Literacy: Experience using AI and comfort with prompting for AI-assisted tasks.
• Marketing: Interest in contributing to firm content creation, including video and thought leadership.

Job Responsibilities

• Client Intake & Revenue Generation: Serve as the primary point of contact for prospective clients, leading high-value consultations to qualify leads, propose legal strategies, and close new business engagements.
• Pipeline Management: Take full ownership of the sales cycle, maintaining accurate, real-time records of all prospect interactions and conversion metrics within HubSpot.
• CA Licensed Attorneys: Provide high-level support for overflow legal work as needed for California legal clients.

Accountability & KPI Visibility

Your performance and eligibility for advancement are tied to the following metrics:

• Conversion Rate: Meet established target conversion rates from qualified intake to signed engagement letter.
• Data Integrity: Maintain consistent pipeline management in HubSpot to ensure reliable tracking of conversion rates.
• Acceptance Metrics: Meet established benchmarks for case acceptance rates by the delivery team within the designated clawback window.

Success Roadmap: Your First 90 Days

• 30 Days (Integration): Complete internal training on healthcare law value propositions and delivery team acceptance criteria, achieve HubSpot CRM proficiency, and shadow 10+ initial consultations.
• 60 Days (Execution): Take full ownership of the intake pipeline, managing the sales cycle from initial contact to signed engagement letters while maintaining consistent pipeline management within HubSpot.
• 90 Days (Impact): Consistently achieve established monthly conversion and case acceptance targets, and contribute to one strategic refinement of sales scripts or intake processes.

Professional Growth & Career Progression

We provide a documented path for advancement within the organization:

• Senior Intake Attorney: Upon consistently exceeding conversion targets for 12 months, you will take on complex enterprise leads and mentor new hires.
• Director of Business Development: As we expand nationally, we will need leadership roles overseeing the sales and revenue department and refining firm-wide pricing strategies.

Compensation & Benefits

• Base Salary Range: $150,000 per year (or more depending on experience)
• Commission: 1% of Attributed Gross Revenue (Paid Quarterly).
• Uncapped Earning Potential: The 2026 Estimated Commission (on track earnings) is an additional $38,400 in compensation and is completely uncapped.
• Retirement: 3% Company matching contribution to an IRA (base salary).
• Health Insurance: 50% premium coverage provided by the Company.
• Paid Time Off: 18 days of PTO plus 7 paid holidays annually. After 1 year of employment, employees are eligible for flexible time off.

Autonomy & Flexibility

Core hours are 9am-5pm CST, but you have the flexibility to manage your own schedule to accommodate high-value prospects in different time zones.

Apply Soon!

We are looking to fill this position by the end of June 2026. If you're looking for a role with a clear path for growth and the autonomy to hit ambitious KPIs, we want to hear from you.