Client Intake Specialist/Sales Coordinator

Client Intake Specialist / Sales Coordinator – Kaplan Law Firm, LLC (Chicago Loop)

Location: 25 E. Washington St., Suite 1501, Chicago, IL

Employment Type: Full-Time, In-Office

About Us: 

Kaplan Law Firm, LLC is a nationally recognized Chicago law firm focusing on student loan law and bankruptcy relief. We help borrowers take control of overwhelming debt and build a path to financial freedom. Our team is high-energy, client-focused, and mission-driven.

We are seeking a Client Intake Specialist / Sales Coordinator to be the first point of contact for potential clients. This role is not a traditional receptionist position — it is a sales-driven intake role where success is measured by qualified consultations booked.

Key Responsibilities

• Answer and return inbound calls promptly — convert callers into scheduled consultations.
• Distinguish between new leads vs. existing clients, and handle accordingly.
• Follow a proven call script while also being personable and persuasive.
• Confidently explain our consultation process and encourage commitment.
• Collect and input client information accurately into MyCase/CRM system.
• Follow up on missed calls, web inquiries, and referrals quickly.
• Track all leads, conversions, and outcomes for reporting.
• Assist with light administrative/reception tasks as needed (secondary to intake).

Qualifications

• Required: Prior experience in high-volume law firm intake OR sales role with measurable results.
• Strong phone presence — articulate, professional, and persuasive.
• Proven ability to meet or exceed conversion targets.
• Highly organized and detail-oriented with excellent follow-through.
• Tech savvy: able to work in case management systems (MyCase or similar CRMs).
• Ability to multitask in a fast-paced, high-volume environment.
• Preferred: Background in legal services intake (family law, bankruptcy, PI, or consumer law firms).

Compensation & Benefits

• Starting Salary Range: $45,000 – $55,000 (depending on experience).
• Performance Bonus Structure: Additional compensation based on consults booked and conversion rates.
• Paid time off, holidays, and firm benefits package.
• Growth potential within a high-energy, expanding firm.

Who You Are

• A natural closer with a sales-first mindset.
• Calm and empathetic with stressed callers, but confident in guiding them to a decision.
• Efficient and organized — you don’t let leads “fall through the cracks.”
• Motivated by results and helping people find solutions

How to Apply

Please submit your resume and a short cover letter highlighting:

1. Your experience in high-volume intake or sales.
2. Your track record in converting leads into clients.
3. Why you’d be a great fit for a mission-driven law firm helping student loan borrowers.

Applications can be sent directly to rkaplan@financialrelief.com.