Job Details

Description

We are a growing family law boutique firm seeking to expand our intake and sales team and are seeking an empathetic, detail-oriented, and sales-minded individual to serve as the closer for prospective clients.

This is a high-impact, client-facing role that directly influences our firm's growth and reputation.

Responsibilities

• Lead Engagement: Respond to inbound leads by phone, email, or web within a timely manner; act as a welcoming, professional point of contact.
• Client Qualification: Conduct intake calls to assess legal needs, determine case eligibility, and guide clients through next steps.
• Sales-Conscious Intake: Explain services, pricing, and the consultation process confidently and with empathy.
• Appointment Scheduling: Coordinate and perform consultations; organize meetings and check-ins with lawyers, and ensure thorough documentation in client intake systems.
• Pipeline Management: Maintain up-to-date records in the CRM, ensure follow-ups are timely, and monitor lead progression.
• Performance Reporting: Track and report on lead conversion metrics; identify gaps, trends, and opportunities for improving intake outcomes. Automate portions of the workflow.
• Collaborative Support: Work with lawyers, marketing, and operations to improve intake strategies and refine client conversion processes.
• Referral Program: Develop and grow a referral program from professionals in legal, counselling/therapy, and former and current clients, etc.
• Office Tasks: Answer incoming calls and determine if the caller is a potential new client or a caller to be transferred to another firm member
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
• Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
• Manage attorney schedules, including prospective client consultations, to foster caseload growth
• Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency

Qualifications

• Proven track record in qualifying and converting profitable leads, including handling intake in a sales or customer experience role. Experience with law firms is an asset.
• Empathetic nature and highly emotionally intelligent to ensure potential clients feel heard.
• Strong networking and relationship-building abilities; comfortable meeting diverse people.
• Highly organized, detail-oriented, self-motivated, and target-driven.
• Tech-savvy with familiarity in CRM tools, MS Office suite, Google Suite; experience with legal intake software (preferably Smokeball) is an asset. Ability to see potential in software to optimize processes and automate results.
• Comfortable managing high-volume outreach, including cold calling and warm lead follow-up.
• Must reside in Illinois with the ability to work in the office in Chicago on occasion, but the role is mostly remote.
• High school diploma or GED is a requirement; Bachelor's degree is a plus
• Sales or customer service experience highly valued
• Solid data entry, spreadsheet management, and computer skills
• Background in the legal industry preferred
• Possesses outstanding communication skills and sense of empathy