What are the responsibilities and job description for the Legal Intake Specialist position at The Colwell Law Group?
This role is on-site in Rochester, NY. No relocation assistance is provided.
Our law firm is growing and we’re searching for a full-time legal intake specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on clients’ lives excites you, start your application today!
A Sales Intake Specialist at a law firm plays a critical role in ensuring potential clients are guided smoothly through the initial consultation process, helping convert inquiries into actual clients. Below is a sample job description for this role:
As a Sales Intake Specialist, you will be the first point of contact for prospective clients. Your primary responsibility is to handle incoming inquiries (via phone, email, and web) and effectively guide potential clients through the intake process. This involves gathering critical information, assessing client needs, qualifying leads, and facilitating appointments with the appropriate CRM.
The role requires a blend of customer service, sales, and administrative skills. You will play a pivotal role in driving the firm’s growth by converting leads into clients.
