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Legal Intake Sales Specialist

Martino Law Group, LLC, Melrose, Massachusetts, us, 02176

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Overview The Sales Consultant will be responsible for engaging with potential clients, explaining the firm’s services, and guiding qualified leads through the intake and consultation process. This role is ideal for someone who is confident, empathetic, organized, and comfortable discussing sensitive legal matters while maintaining a client-first approach.

Responsibilities

Respond promptly to inbound leads (phone, email, and online inquiries)

Conduct initial consultations with prospective clients

Explain the firm’s services, fee structures, and next steps clearly and accurately

Assess client needs and determine appropriate referrals within the firm

Maintain accurate records in the firm’s CRM or case management system

Follow up with prospective clients to answer questions and support decision-making

Collaborate with attorneys and administrative staff to ensure a smooth onboarding process

Meet or exceed monthly conversion and revenue goals

Qualifications

Prior experience in sales, client intake, or consultative roles (legal, medical, or professional services preferred)

Strong communication and interpersonal skills

Ability to build rapport and trust quickly

Comfortable handling confidential and sensitive information

Organized, detail-oriented, and reliable

Proficiency with CRM systems and basic office technology

Experience in a law firm or legal intake role is a plus, but not required

Compensation Compensation:

$50,000+ per year

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