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Legal Intake Sales Jobs in Wisconsin (NOW HIRING)

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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 Wisconsin?

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

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

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

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

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

Legal Intake Sales jobs near you
Infographic showing various Legal Intake Sales job openings in Wisconsin as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 87% In-person, and 13% Remote job distribution.

Patient Care Coordinator-Janesville, WI (Janesville (WI), United States)

Sonova AG

Janesville, WI • On-site

$18 - $20/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description

AudioNova, part of Sonova
Location: Janesville, WI
1615 Center Ave. Janesville, WI 53546
Current pay: $18.00-20.00 an hour + Sales Incentive Program!
Hours: Monday-Friday, 8:30am-5:00pm
What We Offer:
  • Medical, Dental, Vision Coverage
  • 401K with a Company Match
  • FREE hearing aids to all employees and discounts for qualified family members
  • PTO and Holiday Time
  • No Nights or Weekends!
  • Legal Shield and Identity Theft Protection
  • 1 Floating Holiday per year

Job Description:
The Hearing Care Coordinator (HCC) works closely with the clinical staff to ensure patients are provided with quality care and service. By partnering with the Hearing Care Professionals onsite, the HCC provides support to referring physicians and patients. The HCC will schedule appointments, verify insurance benefits and details, and assist with support needs within the clinic.
Keep an eye on your inbox or phone-soon you'll receive a link to complete your HireVue Digital Interview. This is your chance to shine and move your application forward quickly and effortlessly! Plus, you'll get an exclusive look at the Hearing Care Coordinator role and what makes AudioNova such an incredible place to grow, belong, and make an impact. Congratulations on taking the first step toward joining the AudioNova Team!
As a Hearing Care Coordinator, you will:
  • Greet patients with a positive and professional attitude
  • Place outbound calls to current and former patients for the purpose of scheduling follow-up hearing tests and consultations and weekly evaluations for the clinic
  • Collect patient intake forms and maintain patient files/notes
  • Schedule/Confirm patient appointments
  • Complete benefit checks and authorization for each patients' insurance
  • Provide first level support to patients, answer questions, check patients in/out, and collect and process payments
  • Process repairs under the direct supervision of a licensed Hearing Care Professional
  • Prepare bank deposits and submit daily reports to finance
  • General sales knowledge for accessories and any patient support
  • Process patient orders, receive all orders and verify pick up, input information into system
  • Clean and maintain equipment and instruments
  • Submit equipment and facility requests
  • General office duties, including cleaning
  • Manage inventory, order/monitor stock, and submit supply orders as needed
  • Assist with event planning and logistics for at least 1 community outreach event per month

Education:
  • High School Diploma or equivalent
  • Associates degree, preferred

Industry/Product Knowledge Required:
  • Prior experience/knowledge with hearing aids is a plus

Skills/Abilities:
  • Professional verbal and written communication
  • Strong relationship building skills with patients, physicians, clinical staff
  • Experience with Microsoft Office and Outlook
  • Knowledge of HIPAA regulations
  • EMR/EHR experience a plus

Work Experience:
  • 2+ years in a health care environment is preferred
  • Previous customer service experience is required

We love to work with great people and strongly believe that a diverse team makes us better. We guarantee every person equal treatment in regard to employment and opportunity for employment, regardless of race, color, creed/religion, sex, sexual orientation, marital status, age, mental or physical disability.
We thank all applicants in advance; however, only individuals selected for an interview will be contacted. All applications will be kept confidential. Sonova is an equal opportunity employer. Applicants who require reasonable accommodation to complete the application and/or interview process should notify the Director, Human Resources.
#INDPCC
Sonova is an equal opportunity employer.
We team up. We grow talent. We collaborate with people of diverse backgrounds to win with the best team in the market place. We guarantee every person equal treatment in regard to employment and opportunity for employment, regardless of a candidate's ethnic or national origin, religion, sexual orientation or marital status, gender, genetic identity, age, disability or any other legally protected status.

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