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Legal Intake Sales Jobs in Colorado (NOW HIRING)

GOEBEL FIXTURE COMPANY

Intake Attorney

Englewood, CO · On-site

$110 - $150/hr

Collaborate with the intake, administrative, sales, and legal teams * Help qualified prospective ... clients move efficiently from consultation to signed engagement * Maintain a positive and ...

OMEGA, Inc.

Contract Coordinator

Niwot, CO · On-site

$91.69/hr

Request Management: Monitor the legal intake queue, review incoming contract requests for ... Serve as a day-to-day point of contact for internal teams (Finance, Sales, HR, Procurement ...

AdaptHealth

Intake Specialist

Denver, CO · On-site

$22 - $24/hr

Work closely with sales, insurance verification, and internal support teams to facilitate the ... Identity Theft Protection and Legal Plan Requirements disclosure: * Company conducted Background ...

AdaptHealth LLC

Intake Specialist

Denver, CO · On-site

$22 - $24/hr

Work closely with sales, insurance verification, and internal support teams to facilitate the ... Identity Theft Protection and Legal Plan Requirements Disclosure * Company conducted Background ...

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All JobsLegal Intake Sales JobsLegal Intake Sales Jobs in Colorado

Legal Intake Sales information

What is a legal intake sales professional?

A Legal Intake Sales professional is responsible for handling initial inquiries from potential clients at a law firm or legal service provider. They gather essential case information, assess the needs of callers, and determine if the case aligns with the firm's practice areas. In addition to customer service, they use sales techniques to convert inquiries into new clients for the firm. Their role is crucial in the client acquisition process, as they are often the first point of contact and help guide clients through the intake process.

What are the key skills and qualifications needed to thrive as a legal intake sales professional?

To thrive as a Legal Intake Sales professional, you need a strong understanding of legal terminology, client qualification processes, and sales techniques, often supported by experience in legal or sales environments. Familiarity with customer relationship management (CRM) software, call tracking systems, and intake management tools is typically required. Excellent communication, active listening, and empathy are crucial soft skills for building trust and rapport with potential clients. These skills and qualities are vital to effectively convert inquiries into clients while ensuring a positive representation of the legal firm.

How does the legal intake sales role interact with attorneys and other legal staff during the client onboarding process?

In a Legal Intake Sales position, you'll regularly collaborate with attorneys and paralegals to ensure that potential clients' cases are accurately assessed and routed. After gathering essential information from clients, you’ll communicate key details to the legal team, often participating in briefings or follow-up meetings to clarify case specifics. This teamwork is crucial for maintaining seamless client onboarding and ensuring that the right cases move forward efficiently. Successful Legal Intake Sales professionals develop strong communication skills and a good understanding of legal terminology to facilitate smooth collaboration.

What is the difference between Legal Intake Sales vs Legal Assistant?

AspectLegal Intake SalesLegal Assistant
Required CredentialsHigh school diploma, sales or customer service experience, knowledge of legal servicesHigh school diploma or associate degree, paralegal certification often preferred
Work EnvironmentCall centers, law firms, legal service providersLaw firms, legal departments, courts
Employer & Industry UsageLegal service providers focusing on client acquisitionSupporting attorneys with administrative and case management tasks
Common Search & Comparison IntentUnderstanding sales roles in legal industryLegal support roles assisting attorneys

Legal Intake Sales primarily focuses on client acquisition through sales and communication skills, while Legal Assistants support attorneys with administrative and case-related tasks. Both roles are essential in legal services but serve different functions within the industry.

What are popular job titles related to Legal Intake Sales jobs in Colorado?

For Legal Intake Sales jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Legal Intake Sales jobs in Colorado look for?

The top searched job categories for Legal Intake Sales jobs in Colorado are:

What cities in Colorado are hiring for Legal Intake Sales jobs?

Cities in Colorado with the most Legal Intake Sales job openings:

Legal Intake Sales jobs near you

Part-Time Legal Intake Assistant

Dufford Waldeck

Grand Junction, CO • On-site

Part-time

Posted 5 days ago

Job description

Description
Dufford Waldeck Law is seeking a detail-oriented, organized, and compassionate Legal Intake Assistant to join our team. This position plays an important role in creating a welcoming, professional, and supportive experience for prospective and new clients while helping our legal team manage the intake process efficiently and accurately.
About the Position
Working closely with the Legal Intake Specialist, the Legal Intake Assistant will help guide potential clients through the initial intake process. This includes responding to inquiries, gathering and documenting information, completing conflict checks, creating new client files, preparing Legal Service Agreements, coordinating follow-up, and ensuring intake matters move forward promptly and accurately.
The ideal candidate is comfortable working in a fast-paced, client-focused environment, can manage multiple priorities and interruptions, and approaches every interaction with a high level of attention to detail and professionalism.
Schedule
  • Part-time, 20 hours per week
  • Part- time hours are flexible within the open office hours.
  • Office hours are 8:30 am to 5:00 pm, Monday through Friday.

Responsibilities
• Respond professionally and promptly to prospective client inquiries by phone, email, web forms, and other channels.
• Gather and document client and matter information and assist with initial intake interviews as needed.
• Open new client files.
• Prepare Legal Service Agreements and assist with obtaining signatures and retainer fees.
• Track and follow up on pending intakes and missing information.
• Assist with administrative tasks, referrals, document collection, reporting, and other duties as needed.
Qualifications
• High school diploma or equivalent.
• Excellent verbal and written communication skills.
• Strong attention to detail, organization, and follow-through.
• Experience in customer service, call center, sales, administrative support, legal support, or client intake preferred.
• Previous experience in a law firm or legal department preferred.
• Familiarity with legal case management or CRM systems, particularly Clio, preferred.

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