Consultation Sales Attorney

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Recognized by Inc. 5000 as the Fastest-Growing Law Firm in the U.S., C.R. Wannamaker Law, PLLC is rewriting the story of immigration law! We’re a powerhouse of bold, compassionate advocates fighting for justice — and we know that exceptional billing and client care are key to our success. If you're ready to make a real, lasting impact, we want YOU on our team!

Job Description:

Position Summary

The Consultation Sales Attorney is responsible for conducting legal consultations with prospective clients, evaluating potential immigration cases, explaining available legal services, and guiding prospective clients through the firm's legal representation options. This position combines legal expertise, client relationship management, and consultative sales skills to convert qualified prospective clients into retained clients.

The attorney serves as an important part of the firm's client acquisition process, ensuring prospective clients receive accurate legal information, understand potential pathways and limitations, and have a clear understanding of the firm's services and representation options.

Key Responsibilities

Client Consultations and Legal Case Evaluations

• Conduct scheduled consultations with prospective clients to understand their immigration history, circumstances, concerns, and legal objectives.
• Evaluate preliminary case information to identify potential immigration pathways, eligibility considerations, legal risks, and possible barriers.
• Explain applicable immigration laws, procedures, available legal options, and potential next steps in an understandable and professional manner.
• Identify cases requiring additional legal review, documentation, or escalation to specialized legal teams.
• Provide prospective clients with realistic expectations regarding case complexity, timelines, potential outcomes, and limitations.
• Maintain professionalism, empathy, and confidentiality throughout the consultation process.

Sales and Client Conversion

• Effectively communicate the firm's legal services, experience, and value proposition to prospective clients.
• Guide prospective clients through available representation options, service packages, and applicable legal fees.
• Address questions, concerns, and objections regarding legal services, pricing, and representation.
• Apply consultative sales techniques to build confidence, establish trust, and encourage prospective clients to move forward with representation.
• Follow up with prospective clients who have not immediately retained the firm.
• Work toward established consultation-to-retainer conversion goals and other performance metrics.
• Maintain accurate consultation outcomes, sales activities, and follow-up records in the firm's CRM or case management system.
• Collaborate with the sales and intake teams to improve client acquisition and conversion processes.

Collaboration and Internal Coordination

• Work closely with the Intake, Sales, Case Management, and Legal Departments to ensure a smooth transition from consultation to case initiation.
• Communicate relevant case information, legal concerns, and potential complications to the appropriate legal teams.
• Coordinate with attorneys and legal support staff to ensure cases are appropriately evaluated before representation is offered.
• Participate in sales meetings, consultation reviews, and performance improvement initiatives.
• Provide feedback regarding recurring prospective client questions, objections, and market trends.
• Support the development of consultation scripts, legal assessment guidelines, and standardized client communication practices.

Documentation and Compliance

• Maintain accurate and complete consultation notes and records.
• Ensure prospective clients receive accurate information regarding the scope of legal services and representation.
• Follow applicable professional responsibility rules, confidentiality requirements, and attorney-client communication standards.
• Ensure engagement agreements and fee arrangements are consistent with firm policies and applicable ethical requirements.
• Avoid guaranteeing outcomes or making representations that could create unrealistic expectations.
• Escalate complex or potentially conflicted matters for additional review.

Performance and Continuous Improvement

• Meet established consultation volume, client satisfaction, and conversion expectations.
• Monitor individual consultation performance and identify opportunities to improve client engagement.
• Participate in ongoing training regarding immigration law developments, legal services, sales techniques, and client communication.
• Recommend improvements to consultation workflows, intake processes, and client retention strategies.
• Contribute to the firm's overall revenue growth and client acquisition objectives.

Required Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active license to practice law in at least one U.S. jurisdiction and in good standing.
• 1-3 years of immigration law experience preferred.
• Experience conducting legal consultations or evaluating immigration cases.
• Bilingual English/Spanish

Preferred Qualifications

• Prior experience in sales, business development, client acquisition, or consultative selling strongly preferred.
• Experience working in a high-volume immigration law practice is a plus.