Legal Intake & Sales Specialist
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Job Description
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VirtueStaff is looking for an ambitious and results-driven Legal Intake & Sales Specialist on behalf of our law firm client. In this role, you will act as the crucial link between prospective clients and the firm, managing inbound calls, conducting thorough intake interviews, and guiding leads through the decision to hire the firm. This position demands a mix of polished customer service, receptionist proficiency, and strong sales ability to build immediate rapport, qualify potential cases, and convert inquiries into retained clients.
Responsibilities
- Answer inbound client calls promptly and professionally while representing the firm with excellent phone etiquette.
- Conduct structured intake interviews to screen potential clients, collect accurate case details, and determine eligibility based on firm criteria.
- Utilize sales techniques and active listening to articulate the firm's legal services, overcome prospect hesitation, and ask for the consult or agreement signature.
- Schedule consults with legal staff or send retainer agreements directly to prospective clients following successful intake calls.
- Follow up consistently with uncommitted leads, web inquiries, and missed inbound opportunities to maximize client conversion rates.
- Log all incoming call data, case notes, consult schedules, and lead statuses accurately within the firm's CRM or legal management software.
Requirements
- Prior experience conducting client intake within a legal practice environment is required.
- Strong sales background with demonstrated success in consultative selling, closing agreements, or handling objections over the phone.
- Experience in receptionist, front desk, or high-volume call handling roles with an emphasis on customer service.
- Direct working experience within the legal industry is strongly preferred.
- Excellent verbal and written communication skills in English with a professional, empathetic phone demeanor.
- High attention to detail when documenting client case facts, entering CRM records, and routing information to legal teams.
Benefits
- Work From Home
- Performance Bonus
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VirtueStaff
View Company ProfileVirtueStaff is a visionary company dedicated to redefining the landscape of human capital management and staffing solutions. By emphasizing the virtues of exceptional talent acquisition, strategic workforce planning, and innovative HR technologies, VirtueStaff positions itself as a leader in providing cutting-edge, personalized services to both clients and candidates. The company's commitment to excellence is reflected in its meticulous approach to understanding the unique needs of each client, allowing for tailored solutions that meet the evolving demands of the modern workforce. VirtueStaff's team of experts leverages state-of-the-art tools and methodologies to identify, attract, and retain top talent, ensuring that clients have access to the best possible candidates for their specific requirements. Furthermore, VirtueStaff prioritizes the development and well-being of its candidates, offering guidance, training, and support to facilitate their professional growth and success. By fostering a culture of integrity, transparency, and mutual respect, VirtueStaff has established a robust network of satisfied clients and candidates who value the company's dedication to making meaningful, lasting connections in the professional sphere.
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