Legal Intake Specialist

Legal Intake Specialist & Sales Development RepresentativeAre 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.

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
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 DoClient Intake & SDR DutiesRespond to new client inquiries with empathy and professionalismPre-qualify leads, perform conflict checks, and schedule consultationsGuide potential clients through the intake funnel and follow up with leads who haven't convertedPrepare intake reports and maintain clear documentation in firm systemsEducate prospective clients on services and set realistic expectationsAssist with onboarding new clients after engagement
Front Desk Duties (In-Office Days)Greet clients and guests warmly upon arrivalAnswer and route incoming calls professionallyMaintain a polished, welcoming front officeReceive deliveries, handle mail, and support general administrative needsAssist attorneys and staff with occasional clerical tasks
xzbcwsv What You'll Need to SucceedStrong interpersonal and emotional intelligence skillsConfident, personable with a strong sales background High-level organization and attention to detailProfessional presence in both communication and appearanceComfort learning new systems and technology quicklyAbility to manage multiple priorities calmly and efficientlyGenuine empathy and a desire to help clients navigate difficult legal matters