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
• 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.

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

Compensation & Benefits Package

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