Hybrid Client Onboarding & Engagement Specialist

The Law Office of Barry E. Janay, P.C.; Livingston (NJ); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Paid time off

Work from home

Hybrid in Livingston

Job summary

The Law Office of Barry E. Janay, P.C. in Livingston, NJ seeks an Onboarding and Intake Specialist to be the first point of contact with prospective clients and turn conversations into engagements.

You will own the intake pipeline from initial call to signed engagement letter and retainer, coordinating with the responsible attorney. This hybrid role requires 2+ years in legal intake or consultative sales, proficiency with a CRM like Clio Grow, and strong communication.

Qualifications

• 2+ years in a law firm intake or consultative sales role.
• Comfortable requesting retainers and handling objections.
• Familiar with CRM-driven pipelines and keeping records up to date.

Responsibilities

• Conduct and schedule initial consultations across practice areas.
• Convert consultations into signed engagements with letters and retainer.
• Follow up on leads until sign or close.
• Maintain CRM visibility for leadership.
• Coordinate with remote call-handling team on lead quality and hand-offs.
• Track weekly metrics on leads, consults, and engaged matters.
• Identify gaps and help design onboarding processes.

Skills

Intake experience

CRM proficiency

Organizational skills

Effective communication

Tools

Clio Grow

Legal CRM

Job description

The Law Office of Barry E. Janay, P.C. in Livingston, NJ seeks an Onboarding and Intake Specialist to be the first point of contact with prospective clients and turn conversations into engagements.

You will own the intake pipeline from initial call to signed engagement letter and retainer, coordinating with the responsible attorney. This hybrid role requires 2+ years in legal intake or consultative sales, proficiency with a CRM like Clio Grow, and strong communication.