Position Details

Type Not Specified

Experience senior

Exp. Years Not specified

Education Not specified

Category Legal & Compliance

About this role

Own and optimize the legal intake process, converting high-value leads into signed and retained clients. Provide leadership by mentoring intake specialists and training after-hours/weekend team members using refined intake systems and scripts.

Key Responsibilities

Own the intake process from first contact to signed client
Convert high-value leads into retained clients
Serve as a leader and mentor to other intake specialists
Help develop and refine intake systems, scripts, and best practices
Train and develop after-hours and weekend intake team members

Technical Overview

This is a process-and-performance role focused on intake workflows, conversion metrics, and structured scripting and systems rather than a named technical stack. It involves consistent client communication and performance management.

Ideal Candidate

The ideal candidate is an experienced legal intake closer who can run the intake process from first contact through signed clients with strong conversion rates. They also have leadership capability to mentor other intake specialists and train after-hours/weekend intake teams using scripts, systems, and best practices.

Must-Have Skills

Proven closer with intake or sales experienceLegal intake strongly preferredTrack record of high conversion rates and strong performance metricsNatural leader who enjoys coaching and developing othersOwn the intake process from first contact to signed clientConvert high-value leads into retained clients with confidence and professionalismTrain and develop after-hours and weekend intake team members

Required Skills

intake processlead conversioncloserlegal intakeconversion ratesperformance metricstraining leadershipintake systemsscriptsbest practicesclient communicationcase retentionmentoringcoaching

Hard Skills

intake processlead conversionsales closingclient acquisitiontraining and developmentscript developmentsystem developmentintake best practicesafter-hours intake team trainingcase retention processperformance metricsstructured system adherenceclient communicationlead qualificationlegal intake

Soft Skills

leadershipmentoringcoachingcommunicationtrust buildingorganizeddisciplinehigh energycompetitiveresults-drivenclient experience focuscollaboration with leadership

Industry & Role

Industry Legal Services

Job Function Drive high-conversion legal intake and lead training improvements for an intake team

Role Subtype Onboarding Specialist

Keywords for Your Resume

Legal Intake SpecialistSenior Intake SpecialistIntake Specialistintake processfirst contactsigned clientlead conversionhigh-value leadsretained clientscloserintake or sales experiencelegal intakeconversion ratesperformance metricsleader and mentortraining and developmentintake systemsscriptsbest practicesafter-hoursweekend intakecase retentionclient experience8:00 AM – 5:00 PM Pacific TimeMonday–Fridayremote hybrid in-office

Deal Breakers

Must be able to work Monday–Friday 8:00 AM – 5:00 PM Pacific Time, Must have proven closer/intake or sales experience (legal intake strongly preferred)

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