Legal Intake and Sales Coordinator

Role summary

Own the front end of the client journey from first contact through engagement. Conduct professional, consultative intake and sales conversations; assess fit; recommend appropriate probate and estate planning services; secure engagement when warranted; and ensure accurate onboarding and handoff to the legal team. This role is sales-driven, but grounded in sound judgment, discretion, and genuine care for clients.

Responsibilities

Intake & consultation

• Respond promptly to inbound calls, emails, and inquiries; document all contacts accurately in the CRM.
• Conduct structured intake conversations to understand parties, timelines, assets, goals, urgency, and court status.
• Listen carefully and ask thoughtful questions to identify what services genuinely serve the client’s situation.
• Clearly explain probate and estate planning options, process, scope, and fees.

Sales & conversion

• Lead consultative sales conversations with pre-qualified potential clients.
• Confidently recommend appropriate services and ask for the engagement when the Firm is the right fit.
• Handle questions and objections professionally, without pressure or overselling.
• Secure retainers or flat-fee payments and initiate onboarding.

Onboarding & handoff

• Complete accurate intake and onboarding checklists following engagement.
• Verify required information and documents before handoff.
• Provide a clear, organized handoff to attorneys and paralegals so matters begin smoothly.
• Follow up after handoff to confirm a positive client experience.

Pipeline & reporting

• Maintain clean CRM stages, notes, and follow-up cadences.
• Track consultation outcomes, conversion rates, and onboarding accuracy.
• Participate in regular check-ins regarding performance metrics and process improvement.

Minimum qualifications

• 2+ years of experience in consultative sales, intake, or client-facing roles in legal, professional, or services-based environments.
• Strong phone presence with excellent listening, discovery, and note-taking skills.
• Ability to discuss fees and secure engagement professionally and confidently.
• High attention to detail and accuracy in data entry and documentation.
• Comfort working with clients in emotionally charged or stressful situations.
• Proficiency with Microsoft 365 (Word, Outlook, Excel) and CRM systems.
• Organized, reliable follow-through; able to manage multiple leads without dropping details.

Preferred

• Law-office intake experience, particularly in probate or estate planning.
• Experience onboarding clients and coordinating handoffs to legal teams.
• Familiarity with legal CRM or case management software.
• Professional maturity and discretion when handling sensitive family and financial matters.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Paid time off
• Paid training

Application Question(s):

• How many years of legal intake experience do you have?

Experience:

• law office: 1 year (Required)
• sales: 2 years (Preferred)

Work Location: In person