Intake Specialist

This role is ideal for a bilingual, energetic professional who enjoys talking to people, qualifying leads, and guiding them through a smooth sales and intake process.

You will be the firm’s first point of contact with potential new clients. You will screen and qualify leads, schedule initial consultations, and make sure every person who reaches out leaves better off, whether through a consultation, a referral, or helpful resources. You will work closely with the firm’s sales team and Firm Administrator, and your work will be supervised by an attorney.

• →Talk to leads and identify whether they are qualified by asking a series of questions designed to identify the ideal A+ client, target the correct legal issues, gauge urgency and motivation, and determine whether there is a potential conflict of interest.
• →Screen out unqualified leads using the same set of questions.
• →Schedule qualified leads for initial consultations (sales calls).
• →Initiate the pre-engagement glidepath for all prospects scheduled for an initial consultation, creating a sense of excitement and urgency about engaging the firm and improving the show-up rate.
• →Make sure everyone who contacts the firm is better off, whether by scheduling a consultation, making a referral to an appropriate firm or contact, or sharing the firm’s free resources.
• →Prepare the salesperson with all the information needed for a successful consultation.
• →Prepare engagement agreements and follow up to ensure prospects sign and make the agreed payment.
• →Stay in contact with leads who do not schedule consultations, prospective new clients (PNCs) who do not show up, and PNCs who do not sign after their initial consultation, to keep the door open.
• →Update the firm’s databases, reports, and spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.

• Fluent in Spanish and English (spoken and written).
• Prior customer service experience (required).
• Sales background; energetic and professional.
• Experience with a CRM, particularly data tracking and reporting (required).
• Education or work experience equivalent to a bachelor’s degree. A degree is a plus but not a firm requirement.
• Knowledge of the legal industry is an asset.
• Real-life experience, including overcoming a major obstacle or making an important life change, is a plus.