SALES & INTAKE SPECIALIST - Law Firm Experience REQUIRED

We only review applications from candidates who meet all of the qualifications listed below.

HOW TO APPLY..

Send your application to ---------- with the subject line "Sales & Intake Application — [Your Name]" and include:

• Resume highlighting your California law firm sales and intake experience
• Cover letter describing your relevant sales experience in a law firm setting
• Video introduction (preferred if available)
• Your average lead conversion rate and any measurable sales results
• Expected hourly rate or salary range
• Available start date

Position Overview
We are seeking a driven and personable Sales & Intake Specialist with direct experience in a California law firm environment. You will serve as the first point of contact for prospective clients, guiding them through the intake process and converting leads into retained clients.

Compensation & Benefits Package

• Salary: USD 900 – 1,100 per month
• Monthly Incentives
• US Paid Holidays
• Paid Time Off: 10 days annually

Our Practice Areas You'll Be Supporting

• Estate Planning (Wills, Trusts, Asset Protection, Power of Attorney)
• California Probate & Estate Administration
• Real Estate Law & Real Estate Disputes
• Construction Law
• Landlord-Tenant Law
• Business Formation & California Business Law
• Contract Law
• Immigration

Key Responsibilities

• Handle inbound and outbound leads for prospective clients in English
• Conduct professional client intake calls and consultations
• Convert leads into retained clients and meet monthly conversion targets
• Manage and update leads, pipelines, and client records in Lawmatics and Clio Manage
• Follow up with prospective clients in a timely and professional manner
• Collaborate with attorneys and legal staff to ensure smooth client onboarding
• Accurately document all client interactions and intake information

Required Qualifications

• Fluent in both English and Spanish (a plus)
• Minimum 2 years of sales or intake experience within a California law firm
• Proven track record of meeting or exceeding lead conversion rates
• Hands-on experience with Lawmatics and Clio Manage
• Strong communication, persuasion, and follow-through skills
• Highly organized with the ability to manage multiple leads simultaneously
• Reliable internet connection and home office setup for remote work