Intake Specialist

The Estate Lawyers; Newport Beach (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Join a forward-thinking law firm as a Client Intake Specialist, where you'll play a vital role in guiding clients through their legal journey. This position requires a blend of empathy, strategic thinking, and sales acumen to help clients navigate their options confidently. You'll engage directly with clients, building lasting relationships while ensuring they feel supported during stressful times. With a focus on personal growth and team success, this role offers a unique opportunity to make a tangible impact in the lives of clients while being part of a dynamic and evolving firm that values talent and ambition.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) with Match

Paid Time Off

Paid Holidays

Ongoing Training Opportunities

Qualifications

• 3+ years of experience in consultative sales or high-touch client experience.
• Experience selling luxury services/products is strongly preferred.

Responsibilities

• Conduct consultations with prescreened potential new clients.
• Guide qualified clients through our engagement process with confidence.
• Maintain accurate intake records using CRM tools.

Skills

Sales Training

Communication Skills

Emotional Intelligence

Time Management

Client Relationship Building

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

Clio Grow

HubSpot

Microsoft Office

Job description

Get AI-powered advice on this job and more exclusive features.

This range is provided by The Estate Lawyers. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $80,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from The Estate Lawyers

Client Intake Specialist position (sales)

Who we are

At The Estate Lawyers, we fiercely protect trustees from getting sued and beneficiaries from getting screwed. We're California’s premier trust and probate litigation firm—built for speed, precision, and results.

We’re a litigation-first law firm driven by accountability, team excellence, and delivering elite service to clients going through some of the most stressful times of their lives. Our Client Intake Services Coordinator plays a critical role in that journey: the trusted guide who helps people see a better future—and makes it easy to take the first step.

If you’re part strategist, part closer, part empath—and thrive in a fast-paced, emotionally intense, high-stakes environment—we want to meet you.

Position Overview

• You’ll be the first real voice prospective clients hear. You’ll guide them through the discovery and engagement process, help them understand their legal needs, and move them toward confidently signing with the firm.
• You will be engaging person-to-person in high-stakes relationship building. One consult at a time in a multi-stage process you will be qualifying, conveying a complex value proposition, and compelling a client commitment to put tens, and even hundreds of thousands of dollars on the line.
• People buy from people. Clients have options. You must establish a preference for working with The Estate Lawyers. Every meeting matters: The initial telephonic call; Zoom meeting consults; Setting the table for successful legal strategy sessions; Timely follow-up calls; Email drips (no hiding behind emails). You’ll be empowered to bring empathy, confidence, and precision to every client experience.

Who is the Right Fit for this Role?

WHAT CHARACTERISTICS EMBODY THIS POSITION:

• Have experience and demonstrable success selling high-end services or luxury products like real estate, vehicles, fine jewelry, or coaching.

• Thrive in one-on-one conversations where your ability to build trust quickly makes a real difference

• Are high energy, performance-driven, and motivated by clear goals and bonus opportunities. To close deals and make more money, high activity and professional sales behavior will be required.

• Understand the importance of fast follow-up and strategic follow-through in the sales process.

• Love being the calm, confident, emotionally intelligent person in the room while reminding yourself, it’s not about you. Be client focused: Listen, be curious, be skeptical, lead the client to what’s best for them.

• Want a role where your impact is real, visible, appreciated, and compensated.

Key Responsibilities

• Conduct consultations (by phone, Zoom, or in-office) with prescreened potential new clients (PNCs)

• Collect and document relevant case facts with compassion and clarity

• Present our firm’s value in a way that aligns with the PNC’s core pain points and future goals

• Identify whether our legal team is the right fit for the matter

• Guide qualified PNCs through our engagement process with confidence

• Draft retainer agreements and ensure smooth transition to legal production team

• Follow up with undecided PNCs using scheduled contact sequences and CRM tools

• Maintain accurate intake records in Clio Grow and HubSpot

• Coordinate with attorneys for retainer reviews, intake notes, and legal conflict checks

• Track metrics related to conversion, follow-ups, and consult show rate

• Maintain awareness of performance metrics and find ways to continuously improve.

• Collaborate with marketing and leadership team on improving conversion strategy

Skills & Tech Proficiency

• Sales training and disciplined application of sales best practices

• Strong verbal and written communication skills

• Ability to learn complex legal details and apply that knowledge while engaging with PNCs

• Natural charisma and executive presence

• Excellent time management and attention to detail under pressure

• Tech-savvy with experience in CRMs, intake software, Microsoft Office, and online scheduling tools

• Experience with Clio Grow/Manage, HubSpot, Adobe Sign, or similar tools preferred

• Emotional intelligence and the ability to stay calm and collected in high-stress client conversations

• Coachable with a hunger for feedback and growth

This Role Is NOT for You If…

• Need someone to follow up with you to make sure tasks are complete

• Get overwhelmed by emotional conversations with clients in crisis

• Struggle with staying organized, on script, or on time

• Don’t love the pressure that comes with a sales-focused role

• 3+ years of experience in consultative sales or high-touch client experience

• Experience selling luxury services/products is strongly preferred

• Experience in a law firm or estate/probate environment a plus

• Prior legal intake, real estate, or high-end financial services background is ideal

• Base Salary: $70,000-$80,000, depending on experience

• Bonus structure based on:

• Retained clients
• Follow-up conversion success
• Calendar control and intake outcomes

• Full Benefits Package:

Health, dental, and vision insurance

401(k) with safe harbor match

Paid time off PTO

Paid holidays

Ongoing training and development opportunities

Why Join The Estate Lawyers?

We do things differently. You’ll join a firm that:

• Moves with purpose – We’re growing, building, and evolving every quarter

• Respects talent – You’ll be trusted and supported, not micromanaged

Stay Hungry – We chase results with grit and ambition

Radical Candor/Radical Respect– We say the hard thing with heart

Team Win / Client Win – We win together

How to Apply

Email your resume and a short message explaining why you're a fit to:

[e-mail]

Subject Line: [Your Name] – Intake Coordinator Application

Tell us:

• What draws you to this kind of role

• What types of clients or work you’ve handled before

• Why The Estate Lawyers is the place you want to call home

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

• Industries

  Law Practice

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