Legal Intake Specialist

Costa Ivone, LLC; Chicago (IL); On-site; USD 50,000 - 61,000; Full time

Job summary

Costa Ivone, LLC is seeking an Intake Specialist in Chicago to convert qualified leads into retained clients. The role focuses on handling inbound/outbound calls, explaining legal services, and building urgency with potential clients.

A competitive, sales-oriented mindset and excellent communication are essential for success. Experience in sales and/or legal intake is preferred; bilingual ability is a plus.

Qualifications

• Sales experience required; legal intake experience is a plus.
• Competitive, goal-oriented mindset.
• Strong verbal communication and listening skills.
• Ability to perform in a fast-paced, high-volume call environment.
• Comfortably handling sensitive conversations with professionalism.
• Reliable, organized, and detail-oriented.

Responsibilities

• Handle inbound and outbound calls with prospective clients.
• Qualify leads and convert eligible prospects into retained clients.
• Clearly explain legal services and next steps.
• Build rapport, trust, and urgency during consultations.
• Accurately document call notes and client information.
• Follow up with leads consistently and professionally.
• Work closely with the legal consultation team to meet conversion goals.

Skills

Sales experience

Legal intake

Verbal communication

Active listening

High-volume calls

Competitive mindset

Bilingual

Job description

Must be authorized to work in the U.S. to be considered for this position. We are seeking a motivated Intake Specialist to join our legal consultation team. This role plays a key part in converting qualified leads into clients. Every call matters, and the right candidate understands that each conversation can be the difference between securing a case or losing it. This position is ideal for someone with a competitive personality, strong sales instincts, and confidence on the phone. You will be the first point of contact for potential clients and a critical contributor to the firm’s growth.

Responsibilities

• Handle inbound and outbound calls with prospective clients
• Qualify leads and convert eligible prospects into retained clients
• Clearly explain legal services and next steps
• Build rapport, trust, and urgency during consultations
• Accurately document call notes and client information
• Follow up with leads consistently and professionally
• Work closely with the legal consultation team to meet conversion goals

Qualifications

• Sales experience required; legal intake experience is a plus
• Competitive, goal-oriented mindset
• Strong verbal communication and listening skills
• Ability to perform in a fast-paced, high-volume call environment
• Comfortably handling sensitive conversations with professionalism
• Reliable, organized, and detail-oriented
• Bilingual is a plus

• Handle inbound and outbound calls with prospective clients
• Qualify leads and convert eligible prospects into retained clients
• Clearly explain legal services and next steps
• Build rapport, trust, and urgency during consultations
• Accurately document call notes and client information
• Follow up with leads consistently and professionally
• Work closely with the legal consultation team to meet conversion goals

Compensation

$55,000 per year DOE