Client Intake and Sales Specialist
Job Description
Company Profile:
Law Firm
Opportunity for growthÂ
Client Intake and Sales Specialist Role:
The Client Intake & Sales Specialist is responsible for managing the full lifecycle of prospective clients—from initial inquiry through onboarding and post-engagement follow-up. This role combines client intake, consultative sales, and relationship management to deliver a seamless and high-quality client experience.
You will serve as the first point of contact for potential new clients, guiding them through the intake process, qualifying their needs, and helping them engage the firm’s legal services.
Client Intake and Sales
Own and manage all incoming leads from initial contact through engagement
Qualify prospective clients and assess fit for firm services
Conduct consultative sales conversations to convert leads into clients
Clearly explain service options, scope, and next steps
Generate engagement agreements and assist with payment processing, including financing options when needed
Onboarding & Case Setup
Accurately document client information and interactions in firm systems
Complete intake workflows and open new matters in the Case Management System
Coordinate with internal teams to ensure timely case initiation
Ensure proper service alignment to minimize firm risk and liability
Client Experience & Follow-Up
Follow up with new clients
Re-engage prospective clients who did not initially move forward
Maintain relationships with past clients
Address client concerns and ensure a high level of satisfaction
Respond professionally to reviews and feedback
Administrative Support
Manage payment plans and collect outstanding balances
Maintain accurate, timely records of all communications and activities
Provide feedback to leadership on lead quality and process improvements
Client Intake and Sales Specialist Background Profile:
High school diploma or equivalent
Minimum 2 years of experience in:
Sales, client intake, or client-facing roles
OR a professional services environment (legal, healthcare, financial services, etc.)
Strong communication and interpersonal skills
Ability to follow structured processes and workflows (SOPs)
Comfortable with consultative sales and guiding client decisions
Preferred
Experience in a law firm environment
Probate and or estate planning experience
Familiarity with CRM or case management systems
Features and Benefits:
Dental
Vision
PTO
Bonus potentialÂ
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Job Requirements
Additional Information
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
Kathy Granger
Executive Recruiter
Kathy Granger as an Executive Recruiter leading our Accounting and Finance division. Kathy is a Texas-licensed CPA with over 20 years of experience in talent acquisition and professional services, bringing a rare combination of financial expertise and recruiting acumen to our team. She holds both a Master of Professional Accounting and a Bachelor of Business Administration from The University of Texas at Austin and launched her career in public accounting at Arthur Andersen and Ernst & Young before transitioning into executive search. As founder of her own successful search firm and former Vice President of Talent Acquisition at Independent Bank, Kathy has built a proven track record of placing C-suite executives, officers, and specialized professionals across multiple industries. Her CPA background gives her a deep understanding of the technical competencies and leadership qualities required for accounting and finance roles, while her consultative approach and commitment to quality ensures our clients receive only the most qualified candidates for their critical hiring needs.