Legal Intake Agent (Sales Driven)
About The Position
If you can turn a stressed-out caller into a signed client—this is your lane. We’re hiring a Legal Intake Agent with real sales chops—someone who can build trust fast, ask the right questions, and confidently guide people to the next step. You’ll be the first voice clients hear, and your performance directly impacts the firm’s growth. What “success” looks like here You respond fast and don’t let leads go cold You can handle emotion without getting derailed You’re confident asking for the commitment You treat every lead like it matters—because it does You don’t make excuses—you solve the problem and move the file forward
Requirements
- 2+ years of Intake and/or sales + high-volume phone work (call center, inside sales, medical intake, legal intake, insurance, etc.)
- A track record of meeting or beating goals (conversion, revenue, appointments, retention—anything measurable)
- Strong communication: warm, confident, professional, and assertive when needed
- Solid typing and detail accuracy (you can talk and document at the same time)
- Comfort with tech: case management tools, texting platforms, VOIP, etc.
- Proficient in Microsoft Office; familiarity with Lead Docket and FileVine a plus
- Bilingual English/Spanish is required
- Exemplify our Core Values · Committed?– fearless, driven, accountable, resilient?? · Mindful?– measured, prudent, critical thinking, results oriented problem solvers?? · Agile?– continually improve, love to learn, flexible, creative?? · Collaborative?– kind, authentic, fun, compassionate, team player who loves to win??
Nice To Haves
- Personal injury law firm experience helpful/preferred
Responsibilities
- Answer inbound calls and web leads with urgency, empathy, and control
- Qualify leads using a proven script while keeping the conversation human
- Ask smart questions, capture accurate details, and spot red flags quickly
- Set expectations, explain the process, and secure signed agreements
- Follow up like a pro—texts/calls/emails until you get a yes or a no
- Smooth handoff of potential case to appropriate attorney
- Document everything cleanly in the case management system—no sloppy notes, no missing info
- Hit weekly goals for contact rate and conversion rate
Benefits
- Competitive hourly pay + performance incentives (bonus)
- $49-58k base annually
- A team that moves fast, supports each other, and takes results seriously
- Comprehensive benefit package
- Paid Time Off (PTO)
- 401k with match
- Dog friendly campus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
