Legal Intake Specialist

Grace and Faye Consulting LLC; New Jersey; Hybrid; USD 42,000 - 64,000; Full time

Job summary

Grace and Faye Consulting LLC in New Jersey seeks a Legal Intake Specialist & SDR who serves as the first contact for prospective clients and maintains a warm, professional presence in the office. This hybrid role blends client intake and lead development with front desk responsibilities to set the tone for every client relationship.

You will handle client inquiries, pre-qualify leads, schedule consultations, guide clients through the intake funnel, and support onboarding while assisting

Qualifications

• Strong interpersonal and emotional intelligence skills.
• Confident, personable with a strong sales background.
• High-level organization and attention to detail.
• Professional presence in 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 matters.

Responsibilities

• Handle client intake and lead development as the first point of contact.
• Perform front desk duties during in-office days: greet, answer calls, and manage reception.
• Pre-qualify leads, conduct conflict checks, and schedule consultations.
• Prepare intake reports and document in firm systems with clarity.
• Educate prospective clients on services and set expectations.
• Assist with onboarding new clients after engagement.

Skills

Interpersonal skills

Sales background

Organizational skills

Professional presence

Tech-savviness

Multi-tasking

Empathy

Job description

Legal Intake Specialist & Sales Development Representative

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.

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.

What You'll Do

Client Intake & SDR Duties

• 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

Front Desk Duties (In-Office Days)

• 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

What You'll Need to Succeed

• 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