Legal Intake Specialist
Job Description
Legal Intake Specialist & Sales Development Representative
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Are you someone who lights up when helping people through a stressful moment — while also staying sharp, organized, and detail-driven behind the scenes? We're hiring on behalf of a well-established law firm for a Legal Intake Specialist & SDR who will serve as the first point of contact for potential clients and a warm, professional presence in the office.
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This hybrid role blends client intake and lead development with front-desk responsibilities — you'll set the tone for every client relationship from the very first interaction, whether it's by phone, virtually, or in person.
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What You'll Do
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Client Intake & SDR Duties
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- Respond to new client inquiries with empathy and professionalism
- Pre-qualify leads, perform conflict checks, and schedule consultations
- Guide potential clients through the intake funnel and follow up with leads who haven't converted
- Prepare intake reports and maintain clear documentation in firm systems
- Educate prospective clients on services and set realistic expectations
- Assist with onboarding new clients after engagement
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Front Desk Duties (In-Office Days)
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- Greet clients and guests warmly upon arrival
- Answer and route incoming calls professionally
- Maintain a polished, welcoming front office
- Receive deliveries, handle mail, and support general administrative needs
- Assist attorneys and staff with occasional clerical tasks
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What You'll Need to Succeed
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- Strong interpersonal and emotional intelligence skills
- Confident, personable with a strong sales background
- High-level organization and attention to detail
- Professional presence in both communication and appearance
- Comfort learning new systems and technology quickly
- Ability to manage multiple priorities calmly and efficiently
- Genuine empathy and a desire to help clients navigate difficult legal matters
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