CLIENT INTAKE SPECIALIST | LAW FIRM (SALES EXP REQ)

Our Business, Family, and Real Estate Law Firm is expanding our team and is currently seeking an additional CLIENT INTAKE/SALES SPECIALIST. This role serves as the first point of contact for our clients and supports attorneys, clients, and staff during the initial case intake phase.

RESPONSIBILITIES

• CLIENT INTAKE: Act as the first point of contact for “Potential New Clients”, offering a warm and professional welcome.
• Receive inquiries from potential new clients via phone, email, website referrals, or other referral channels.
• Contact potential new clients via phone, email, or text to have them complete the intake form and schedule a consultation.
• Guide potential new clients through the intake form and provide basic information about the firm’s services.
• Follow up with potential new clients to collect and accurately record client information and documents (including personal details, case specifics, and other relevant data) in Lawmatics to confirm their suitability as potential clients.
• Maintain regular communication with clients throughout the intake process, providing updates and addressing any questions or concerns.
• Check in potential new clients for phone or Zoom video consultations.
• Ensure the firm’s calendar is current and accurately reflects rescheduled and canceled consultations.
• Prepare and send client retainer agreements using Word, Dropbox, and DocuSign.
• After the Managing Attorney's consultation, guide the potential new client through the client retainer agreement.
• Follow up via phone, email, and text to confirm receipt of the retainer agreement and address any questions or concerns until the client either declines to proceed or signs the agreement and makes a payment.
• Liaise with various departments to ensure a seamless transition from intake to active case management, including scheduling consultations and follow-ups.
• PHONE RECEPTION: Serve as the primary contact for all incoming calls, unless a call is directed to another extension.
• CORRESPONDENCE: Draft and respond to emails, letters, and notices. Interface with the reception office, vendors, and consultants.
• REPORTING: Prepare and present monthly reports, including the PNC report and Rize Review report.
• MANAGE CLIENT REVIEWS: Oversee client reviews on platforms such as Rize App, Yelp, Google, AVVO, LinkedIn, etc.
• ADMINISTRATIVE SUPPORT: Assist with other administrative tasks as needed to support the client services team.

QUALIFICATIONS:

• EXPERIENCE: 2-7 years of experience in a sales or client-facing role, ideally within the legal industry. If not, must have experience in selling in similar industry (financial services, healthcare/medical services, consulting, real estate, corporate training/coaching, recruiting/staffing services, B2B SaaS, etc.) where held accountable to meeting specific sales targets (quotas) and tracking key performance indicators (KPIs).
• EDUCATION: Bachelor's Degree.
• LOCATION: Live and work experience in LA County.
• COMMUNICATION: Proficiency in English; Articulate, clear phone voice; excellent spelling, grammar, punctuation, and formatting. Able to accept criticism and direction well.
• CHARACTER:
• Strong extemporaneous speaking skills with the ability to adapt on the fly.
• Comfortable with assertive sales tactics while remaining empathetic and respectful.
• Experience with memorizing and delivering scripts.
• Confident, professional presence and excellent interpersonal skills.
• Self-starter who excels in a target-driven environment.
• Accept criticism and direction well.
• Ability to think and act independently with minimal supervision.
• Exceptional problem-solving skills and work ethic.
• TECHNOLOGY: Advanced skills: Microsoft Outlook, Word, Adobe, Dropbox, Zoom, Slack, Asana, Lexis, Rutters Guides. Home office in a quiet professional location (no background noise).
• REFERENCES: Trustworthy, dependable, and clear background report.

HOW TO APPLY:

• Submit RESUME (ATTACHED as PDF)
• Submit COVER LETTER (in the body of the email):
• Outline your specific EXPERIENCE and QUALIFICATIONS for THIS position
• State your SALARY EXPECTATIONS and why you are seeking a NEW position
• Provide a LINK to your LinkedIn or social media so we can learn more about you
• Include QUESTIONS about this position

We are an Equal Opportunity Employer committed to developing and advancing a diverse team.

Please email toni@countslawfirm.com or respond directly to this job posting through really.

Job Type: Full-time

Pay: $21.00 - $45.00 per hour

Work Location: Hybrid remote in Sherman Oaks, CA 91403

Salary : $21 - $45