Legal Intake Agent (Sales Driven)

Description

If you can turn a stressed-out caller into a signed client—this is your lane.

We’re hiring a Legal Intake Agent with real sales chops—someone who can build trust fast, ask the right questions, and confidently guide people to the next step. You’ll be the first voice clients hear, and your performance directly impacts the firm’s growth.

What you’ll do

• Answer inbound calls and web leads with urgency, empathy, and control
• Qualify leads using a proven script while keeping the conversation human
• Ask smart questions, capture accurate details, and spot red flags quickly
• Set expectations, explain the process, and secure signed agreements
• Follow up like a pro—texts/calls/emails until you get a yes or a no
• Smooth handoff of potential case to appropriate attorney
• Document everything cleanly in the case management system—no sloppy notes, no missing info
• Hit weekly goals for contact rate and conversion rate
• Hybrid
• M-F 8am–5pm

What “success” looks like here

• You respond fast and don’t let leads go cold
• You can handle emotion without getting derailed
• You’re confident asking for the commitment
• You treat every lead like it matters—because it does
• You don’t make excuses—you solve the problem and move the file forward

What you get

• Competitive hourly base pay
  • $49-58k base annually
• Progressive bonus structure averaging $30k+ per year
• The more qualified cases signed increases your earning opportunity
• A team that moves fast, supports each other, and takes results seriously
• Comprehensive benefit package
• Paid Time Off (PTO)
• 401k with match
• Dog friendly campus
• Friday Happy Hour

Requirements

What makes you a fit

• 2+ years of Intake and/or sales + high-volume phone work (call center, inside sales, medical intake, legal intake, insurance, etc.)
• Personal injury law firm experience helpful/preferred
• A track record of meeting or beating goals (conversion, revenue, appointments, retention—anything measurable)
• Strong communication: warm, confident, professional, and assertive when needed
• Solid typing and detail accuracy (you can talk and document at the same time)
• Comfort with tech: case management tools, texting platforms, VOIP, etc.
• Proficient in Microsoft Office; familiarity with Lead Docket and FileVine a plus
• Bilingual English/Spanish is required

Exemplify our Core Values

· Committed – fearless, driven, accountable, resilient

· Mindful – measured, prudent, critical thinking, results oriented problem solvers

· Agile – continually improve, love to learn, flexible, creative

· Collaborative – kind, authentic, fun, compassionate, team player who loves to win