Law Firm Intake Specialist

Responsibilities

• Sell professional services to people in emotionally sensitive situations
• Own the full intake sales cycle from first contact to signed engagement
• Respond to inbound leads via phone, email, and web within established SLA windows
• Conduct structured intake consultations to assess legal needs, determine case eligibility, and guide prospective clients through service offerings
• Execute outbound follow-up strategies on warm leads, cold prospects, and lapsed inquiries
• Meet and exceed monthly conversion targets and KPIs
• Maintain accurate, real-time records in the CRM (Smokeball)
• Build and run automated follow-up workflows to reduce lead drop-off
• Produce weekly performance reports tracking lead volume, conversion rates, pipeline value, and trends
• Develop and grow a structured referral network with professionals in legal, therapy/counseling, financial services, and other adjacent fields
• Cultivate relationships with former and current clients to generate organic referrals
• Partner with marketing to develop outbound sales strategies, co-marketing opportunities, and firm partnership pipelines
• Coordinate and manage attorney consultation calendars
• Ensure thorough documentation and warm transitions between intake and the legal team
• Champion a client experience that makes every prospective client feel heard, respected, and confident in choosing our firm
• Collaborate cross-functionally with attorneys, marketing, and operations to refine intake processes and improve client conversion
• Identify and implement software or automation opportunities to optimize the intake workflow
• Support operational tasks as needed (email drafting, spreadsheet reporting, scheduling coordination)

Qualifications

• 3–5+ years of proven sales experience, preferably in professional services, legal, healthcare, or a high-trust consultative sales environment
• Demonstrated track record of meeting or exceeding sales quotas and converting leads in a consultative setting
• Experience managing a CRM and owning a sales pipeline end-to-end
• Background in the legal industry or legal intake is a strong asset
• Familiarity with Smokeball, Clio, or similar legal practice management software preferred
• Consultative, empathy-driven sales approach — you can close without being pushy
• High emotional intelligence; comfortable navigating sensitive conversations with people in distress
• Strong communicator — articulate, professional, and personable in all formats (phone, email, video)
• Self-motivated, target-driven, and highly organized with the ability to manage high-volume outreach independently
• Tech-savvy with proficiency in CRM tools, MS Office, and Google Suite; ability to identify and implement automation opportunities
• Comfortable with both warm lead follow-up and cold outreach/networking
• Bachelor's degree preferred (Business, Communications, or related field)
• High school diploma or GED required; relevant experience may substitute for degree

About the Role

January Family Law, LLC is a growing family law boutique firm seeking a driven, empathetic, and experienced sales professional to serve as our lead Intake Sales Specialist. This is not a traditional administrative intake role — it is a high-impact, revenue-generating position for someone who thrives in a consultative sales environment and understands the nuance of selling professional services to people in emotionally sensitive situations. You will be the first voice prospective clients hear and the key driver of our firm's growth.