Remote Intake & Sales Lead - IP Law Firm

Trestle Law; San Diego (CA); On-site; USD 71,635,000 - 91,693,000; Full time

Job summary

Trestle Law, a boutique IP firm in California, is hiring a Client Intake & Sales Coordinator. You’ll be the first contact for prospective clients, run intake calls, screen for fit, check conflicts, book consultations, and shepherd prospects toward engagement.

This is a sales track leading to owning the sales process. If you’re warm on the phone, detail-oriented, and excited by the business side of law, we’d love to hear from you.

Qualifications

• 2+ years in client intake, client services, case management, or inside sales — legal experience strongly preferred
• Experience with a CRM and a case management system. We use Law Ruler and Clio, and you'll be in both every day
• Accurate under pressure. You catch the detail that doesn't add up, and you'd rather take an extra thirty seconds than guess
• Comfortable holding several threads at once, with multiple deadlines landing on the same day
• Self-directed. If something is stuck, you move it or flag it — you don't wait to be asked
• Steady on hard calls. People call us upset, and you can stay calm and keep the conversation on track
• High school diploma or GED required. College degree preferred
• Previous customer service or sales experience preferred
• Excellent and empathetic verbal and written communication skills required
• Strong computer and data entry skills
• Proficiency with Microsoft Office products, especially Microsoft Excel
• High school diploma or GED is a requirement; Bachelor’s degree is a plus
• Previous experience with CRM and case management software desired
• Previous legal experience highly valued

Responsibilities

• Answer inbound calls from prospective clients, run the intake conversation, and make people feel heard
• Screen for fit against our practice areas — and decline the ones that aren't a fit, warmly and with a referral
• Book and confirm consultations in Calendly, and keep attorney calendars accurate
• Capture every prospective client in Law Ruler, correctly the first time: names, dates, contact information, matter type, referral source
• Follow up until you get an answer. Most of the value in this role is in the fifth touch, not the first
• Prepare fee agreements, open the pending matter in Clio, and shepherd the agreement through to signature
• Track your time in Clio in tenth-of-an-hour increments
• Work with our marketing team on referral relationships and where our leads come from
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
• Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
• Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
• Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly

Skills

Client intake

CRM experience

Phone skills

Attention to detail

Calendar management

Data entry

MS Excel

Clio

Law Ruler

Follow-up

Communication

Team collaboration

Education

High school diploma

GED

Bachelor's degree preferred

Tools

Law Ruler

Clio

Calendly

Job description

Trestle Law, a boutique IP firm in California, is hiring a Client Intake & Sales Coordinator. You’ll be the first contact for prospective clients, run intake calls, screen for fit, check conflicts, book consultations, and shepherd prospects toward engagement.

This is a sales track leading to owning the sales process. If you’re warm on the phone, detail-oriented, and excited by the business side of law, we’d love to hear from you.