Client Intake and Sales Specialist

Apply now for the opportunity to join a growing law firm in Cumming, Georgia as a Client Intake and Sales Specialist on a Direct Hire basis. This role involves managing the intake process, conducting consultative sales conversations, and providing exceptional client experience.

Company Profile:

Law Firm

Opportunity for growth

Client Intake and Sales Specialist Role:

The Client Intake & Sales Specialist is responsible for managing the full lifecycle of prospective clients—from initial inquiry through onboarding and post-engagement follow-up. This role combines client intake, consultative sales, and relationship management to deliver a seamless and high-quality client experience.

You will serve as the first point of contact for potential new clients, guiding them through the intake process, qualifying their needs, and helping them engage the firm’s legal services.

Client Intake and Sales

Own and manage all incoming leads from initial contact through engagement

Qualify prospective clients and assess fit for firm services

Conduct consultative sales conversations to convert leads into clients

Clearly explain service options, scope, and next steps

Generate engagement agreements and assist with payment processing, including financing options when needed

Onboarding & Case Setup

Accurately document client information and interactions in firm systems

Complete intake workflows and open new matters in the Case Management System

Coordinate with internal teams to ensure timely case initiation

Ensure proper service alignment to minimize firm risk and liability

Client Experience & Follow-Up

Follow up with new clients

Re-engage prospective clients who did not initially move forward

Maintain relationships with past clients

Address client concerns and ensure a high level of satisfaction

Respond professionally to reviews and feedback

Administrative Support

Manage payment plans and collect outstanding balances

Maintain accurate, timely records of all communications and activities

Provide feedback to leadership on lead quality and process improvements

Client Intake and Sales Specialist Background Profile:

High school diploma or equivalent

Minimum 2 years of experience in:

Sales, client intake, or client-facing roles

OR a professional services environment (legal, healthcare, financial services, etc.)

Strong communication and interpersonal skills

Ability to follow structured processes and workflows (SOPs)

Comfortable with consultative sales and guiding client decisions

Preferred

Experience in a law firm environment

Probate and or estate planning experience

Familiarity with CRM or case management systems

Features and Benefits:

Dental

Vision

PTO

Bonus potential