Legal Intake Specialist

WizeHire, Inc; Riverside (CA); On-site; USD 28,000 - 34,000; Full time

Job summary

The Law Offices of Christian Schank and Associates, APC. in Riverside, CA is seeking a Sales/Intake Specialist to evaluate family law matters, manage the intake process, and accurately collect and record client information. The role involves screening calls, qualifying leads, and promoting paid consultations.

Experience in any sales field is preferred; strong communication and meticulous note-taking are essential to build rapport and drive successful client engagements.

Qualifications

• Sales experience preferred; immediate fielding of inbound calls.
• Strong verbal and written communication skills.
• Meticulous note-taking and CRM updates.
• Ability to work collaboratively with the intake team.

Responsibilities

• Screen and qualify prospective client phone calls for family law matters.
• Provide case evaluations to prospective clients regarding their Family Law matter.
• Gather essential information from clients, including legal issues and financials.
• Promote paid consultations as the first step toward resolution.
• Maintain accurate records in the CRM and manage intake processes.
• Address client objections and build rapport to encourage engagement.
• Assist with administrative tasks as needed.

Skills

Sales experience

Communication

Attention to detail

Team collaboration

Tools

CRM software

Job description

The Law Offices of Christian Schank and Associates, APC. Riverside, CA, US

We are seeking a dedicated and detail-oriented Sales/Intake Specialist to join the team. The ideal candidate will be responsible for providing case evaluations to prospective clients regarding their Family Law matter, managing the intake process at our firm, and ensuring that all necessary information is accurately collected and recorded.

Screen and qualify prospective client phone calls and provide a Family Law case evaluation.

Gather essential information from clients, including legal issues, financial situation, and desired outcomes.

Actively promote paid consultations as the first step towards resolving legal matters

Clearly articulate the benefits of hiring the firm and the value of a consultation.

Address client objections and concerns effectively, emphasizing the firm's expertise and commitment to client success.

Build rapport and trust with potential clients through empathetic and informative conversations.

Reach out to internal prospective client leads via email/phone.

Meticulously keep track of leads and prospective client progress using our custom CRM system.

Assist with administrative tasks as needed.

Experience in some sort of sales position preferred (any sales: door-to-door sales, car sales, software sales, etc.).

Effective communication skills, both verbal and written, to interact with prospective clients and staff.

Meticulous attention to detail and ability to maintain updated and accurate notes in our CRM.

Ability to work collaboratively within our intake team while also being self-motivated.

SALES EXPERIENCE REQUIRED. This position is for someone to immediately start fielding inbound sales calls and will require someone who has sales skills (follow-ups, overcoming objections, closing, etc.).

Compensation

$20 - $25 hourly

We are an established and reputable Family Law Firm with several offices across California. Our years of experience, wide array of resources and staff, and reputable standing in the area make us stand out from other firms in the area.