You are the first voice a person hears when they reach out to us, often on one of the hardest days of their life. A death in the family. A divorce. A trust that is not doing what someone promised it would.
We are hiring a specialist to own that first conversation. You will listen, gather the facts that matter, and get the right person in front of the right attorney quickly. Done well, this role is the difference between someone getting help and someone giving up and calling no one else.
What you will do
Handle inbound calls, web inquiries and referrals across family law, probate, estate and trust matters
Ask the questions that surface the real issue, then document it clearly for the attorney who takes the case
Qualify matters against our intake criteria and route them to the right attorney, scheduling consultations and confirming attendance
Follow up with prospective clients who have not yet decided, with persistence and without pressure
Track every interaction in our case management system so nothing falls through
Build intake scripts, referral materials and follow up sequences that convert more inquiries into consultations
Route all substantive legal questions to an attorney. You will never advise on the merits of a matter
What we are looking for
Two or more years in sales, client service, legal intake, or any role where you talked to people under stress
Composure on the phone with someone who is grieving, angry or frightened
Written clarity. Your intake notes are what an attorney reads before deciding whether to take a case
Comfort with a CRM and with being measured on consultations booked and retained
Requirements
Proven ability in sales or customer service with excellent communication skills.
Knowledge of various practice areas.
Demonstrated understanding of negotiation techniques and client engagement strategies.
Experience assisting in a law office environment is a plus.
Exceptional writing skills with attention to detail for clear documentation and correspondence.
Legal administrative experience is preferred to manage client data efficiently. Join us if you’re passionate about connecting people with essential legal services! This role offers an exciting chance to grow your sales expertise while supporting clients through their legal journeys in a vibrant professional setting.
Benefits
Compensation: $45,000.00 - $90,000.00 per year - The total compensation range, including bonus opportunities, will be based on the candidate’s years of experience.
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Numbers & Facts
Location
Coconut Grove, FL (Remote)
Salary
$45,000–$90,000 Per Year
Skills
Attorneyunmatched
Case Managementunmatched
Communication Skillsunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Data Managementunmatched
Detail Orientedunmatched
Documentationunmatched
Legalunmatched
Legal Support Skillsunmatched
Negotiation Skillsunmatched
Salesunmatched
Sales Managementunmatched
Sales Prospectingunmatched
Scripting (Scripting Languages)unmatched
Vision Planunmatched
Writing Skillsunmatched
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