Legal Intake & Sales Specialist

BruntWork

2d•Remote

About The Position

Our client is looking for a Legal Secretary / Intake & Sales Specialist to provide dedicated remote intake and administrative support. In this role, you will serve as the primary point of contact for legal leads, managing communication, scheduling, CRM tracking, and payment processing to ensure smooth operations and efficient calendar management for the attorney.

Requirements

Strong sales/conversion skills
Great communication skills in English
Experience in professional phone handling or legal intake (ideal)
Proficiency in GoHighLevel (GHL) or similar CRM systems.
Experience with Vonage or other desktop/mobile phone apps.
Ability to follow lead qualification templates and workflows.

Nice To Haves

Spanish is a plus

Responsibilities

Following up with leads, confidently explaining the value of a consultation, overcoming hesitation, and converting qualified leads into booked free or paid consultations.
Handle inbound and outbound calls to qualify legal leads (verifying entry method, marital status, and eligibility).
Screen callers for marriage green card eligibility and entry status.
Schedule free and paid consultations using Calendly, serving as the gatekeeper for the attorney's calendar.
Manage GoHighLevel CRM with detailed lead notes, pipeline updates, and follow-up tracking.
Process card payments over the phone for consultation fees or send paid-consultation links via email.
Execute follow-up outreach via email and SMS text messaging.