Sales Intake Specialist

The Colwell Law Group - Troy, MI

Full-time - Entry Level

Troy, MI

Professional, Scientific, and Technical Services

About the position

The Legal Intake Specialist plays a crucial role in the law firm's growth by serving as the first point of contact for prospective clients. This full-time position involves fielding inbound inquiries, screening potential cases, and assisting lawyers in managing their meetings. The specialist will guide clients through the intake process, ensuring a smooth transition from inquiry to consultation, while making a positive impact on clients' lives.

Responsibilities

• Respond to inbound inquiries (calls, emails, web forms) promptly and professionally.
• Collect essential potential new client (PNC)/client information, including case details, and accurately enter it into the firm's CRM or case management system (Lawmatics).
• Pre-screen potential clients to determine if their legal needs align with the firm's practice areas and jurisdictions.
• Explain the firm's services, pricing, and processes to prospective clients.
• Use consultative sales techniques to convert qualified leads into scheduled consultations and a high show rate for consultations.
• Proactively follow up with leads to ensure a high conversion rate.
• Track and manage leads through each stage of the sales funnel, ensuring no opportunities are missed.
• Schedule consultations based on client needs and CRM availability.
• Coordinate follow-ups and ensure potential clients receive necessary communication.
• Provide excellent customer service by addressing any concerns, answering client questions, and ensuring they feel supported throughout the intake process.
• Maintain accurate and up-to-date records of all client interactions in the firm's database.
• Generate daily, weekly, and monthly reports on lead activity, show, and conversion rates.
• Collaborate with Client Relations Managers and administrative staff to ensure smooth transitions from intake to case management.

Requirements

• Proven experience in a sales, customer service, or client intake role, preferably within a legal setting.
• Strong communication and interpersonal skills.
• Familiarity with legal services, terminology, or prior experience working in a law firm is a plus.
• Ability to multitask, prioritize, and manage time efficiently.
• Proficient in CRM software, case management systems, and Microsoft Office Suite.
• Strong attention to detail and organizational skills.
• Ability to handle sensitive and confidential information with discretion.
• A self-starter with a goal-driven mindset.
• Ability to pass a Background check.
• Possess a valid driver's license in good standing.

Nice-to-haves

• Experience in a legal setting is a plus.
• Familiarity with legal terminology.

Benefits

• 401(k) retirement plan with a 4% matching contribution
• Medical coverage with a national network and the firm pays for 75% of the Employee cost
• Company paid $50,000 Life Insurance Policy
• Dental, vision/Rx, pet, Aflac, and life insurance policy options
• Paid time off: 10 days of vacation, 7 days of personal, and 8 paid holidays
• Collaborative management philosophy
• Professional, respectful, and diverse work culture