Legal Intake Specialist

Legal Intake Specialist & Sales Development Representative

Are you someone who lights up when helping people through a stressful moment — while also staying sharp, organized, and detail-driven behind the scenes? We're hiring on behalf of a well-established law firm for a Legal Intake Specialist & SDR who will serve as the first point of contact for potential clients and a warm, professional presence in the office.

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.

This hybrid role blends client intake and lead development with front-desk responsibilities — you'll set the tone for every client relationship from the very first interaction, whether it's by phone, virtually, or in person.

What You'll Do

Client Intake & SDR Duties

• Respond to new client inquiries with empathy and professionalism
• Pre-qualify leads, perform conflict checks, and schedule consultations
• Guide potential clients through the intake funnel and follow up with leads who haven't converted
• Prepare intake reports and maintain clear documentation in firm systems
• Educate prospective clients on services and set realistic expectations
• Assist with onboarding new clients after engagement

Front Desk Duties (In-Office Days)

• Greet clients and guests warmly upon arrival
• Answer and route incoming calls professionally
• Maintain a polished, welcoming front office
• Receive deliveries, handle mail, and support general administrative needs
• Assist attorneys and staff with occasional clerical tasks

xhyhwjd What You'll Need to Succeed

• Strong interpersonal and emotional intelligence skills
• Confident, personable with a strong sales background
• High-level organization and attention to detail
• Professional presence in both communication and appearance
• Comfort learning new systems and technology quickly
• Ability to manage multiple priorities calmly and efficiently
• Genuine empathy and a desire to help clients navigate difficult legal matters