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Sales Consulting Director

Fort Lauderdale, FL · On-site

$80K - $125K/yr

Minimum of 2 years of proven success in consultative sales, client intake, or business development in a B2C environment. * Experience within legal services, financial services, healthcare, or other ...

Miami Family Law Group

Non-Attorney Salesperson

Miami, FL · On-site

$45K - $90K/yr

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 ...

Jazwares

Contracts & Legal Admin

Plantation, FL · On-site

Manage the full contract lifecycle including intake, routing, review coordination, redlining ... Sales, to facilitate timely contract review, approval, and execution. * Assist in the design ...

Jazwares

Contracts & Legal Admin

Plantation, FL · On-site

Manage the full contract lifecycle including intake, routing, review coordination, redlining ... Sales, to facilitate timely contract review, approval, and execution. * Assist in the design ...

Lincare

Corporate Contracts Counsel

Clearwater, FL · On-site

Manages the contract lifecycle -- from intake to execution, through utilization of the Company ... house teams ( sales, operations, privacy, employment, compliance). * Provides legal advice to ...

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All JobsLegal Intake Sales JobsLegal Intake Sales Jobs in Florida

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 Florida?

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

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

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

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

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

Legal Intake Sales jobs near you
Infographic showing various Legal Intake Sales job openings in Florida as of August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution.

Legal Intake & Retention Specialist

Coral Gables, FL

Ascension Global Staffing & Executive Search
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Ascension Global Staffing & Executive Searchexternal

$17 - $22.75/hr

Full-time

Re-posted 19 days ago

Job description

Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.

Our client is a boutique law firm in Coral Gables serving clients in real estate transactions and general litigation. The firm is known for its personalized approach and is seeking a driven, polished professional to own the client conversion process from first contact to retained.

The Role

This is not a traditional receptionist or paralegal role. The Legal Intake & Client Retention Specialist is the firm's first voice and closer. You will take warm leads from the intake clerk, consult with prospective clients, present the firm's services compellingly, and guide them through the full onboarding process: retainer, payment, and beyond. The attorney stays focused on the law. You keep the pipeline full and the clients moving.

What You'll Do

  • Receive incoming leads from the intake clerk and conduct client consultations
  • Clearly communicate the firm's services, value, and fee structure
  • Convert prospective clients into retained clients
  • Prepare and send retainer agreements
  • Collect and process initial payments
  • Maintain accurate records of all intake activity and follow up on pending leads
  • Serve as the primary point of contact through the onboarding phase

What You Bring

  • Prior experience in a law firm, legal sales, or client-facing intake role strongly preferred
  • Exceptional communication skills — warm, confident, and persuasive on the phone
  • Familiarity with real estate or litigation matters is a plus
  • Ability to explain legal services clearly without practicing law
  • Comfortable handling payment processing and retainer documentation
  • Highly organized, self-directed, and accountable
  • Bilingual English/Spanish a strong plus given the Coral Gables market

Compensation

Competitive base salary commensurate with experience. 

Ascension Global Staffing & Executive Search logo

About Ascension Global Staffing & Executive Search

Sourced by ZipRecruiter

Ascension Global Staffing & Executive Search is a Hispanic woman-owned-and-operated legal recruiting firm comprised of a dynamic team of professionals and business strategists. We are dedicated to creating a customized approach to connecting talented professionals with great companies. Our passion is your success. We are devoted to cultivating a culture that promotes the individual while meeting our clients’ needs. Our dynamic and collaborative process makes our company as versatile and distinct as our clients. It is the commitment we have to our own team that positions us to be the best business partner for building your best team. At Ascension Global Staffing & Executive Search, we believe everyone deserves a job they love, starting with our own employees. We understand that every company has unique needs that drive the search for the ideal candidate. We look beyond the resume to identify the best talent and do this by fostering trusting relationships with our candidates. Of equal importance, we strive to understand our clients’ businesses, cultures and team dynamics to strategically meet business goals. We keep an eye on the market and emerging practice areas to identify candidates and opportunities to benefit those who entrust us with their careers and their businesses.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Coral Gables, FL, US

Social media

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