Legal Intake & Lead Follow-Up Specialist

Job Summary

We are looking for a proactive and personable Legal Intake Specialist to manage and convert incoming leads for a growing practice. In this role, you’ll be the first point of contact for prospective clients — following up on inquiries, reaching out across phone, email, and text, and guiding leads toward booked consultations. The ideal candidate is a confident communicator with strong CRM skills and a track record of turning inquiries into committed clients.

Key Responsibilities

• Respond to and follow up with inbound leads submitted through the website
• Reach out to prospective clients promptly via phone, email, and text message
• Convert inquiries into booked consultations and secured clients
• Handle inbound calls from prospective clients and answer initial questions
• Manage, update, and organize all lead records within HubSpot
• Track follow-ups and keep the lead pipeline clean and current
• Maintain timely, professional, and warm communication across all channels
• Document every interaction and outcome accurately for the team

Mandatory Skills

• Proven experience in lead follow-up, outreach, or sales conversion
• Hands-on experience with HubSpot or a comparable CRM
• Confident phone communicator who is comfortable making outbound calls
• Excellent spoken and written English
• Strong organizational skills and attention to detail
• Reliable, detail-oriented, and able to work independently
• Strong communication skills

Preferred Skills

• Bilingual (English and Spanish)
• Prior experience in a law firm or legal intake environment
• Familiarity with family law or personal injury practice areas
• Experience using dialer or VoIP phone systems
• Ability to manage multiple leads and priorities simultaneously
• *Why Join Us:** This is a great opportunity to play a central role in a growing practice where your work directly drives results. You’ll be trusted with meaningful responsibility, supported by a collaborative team, and given room to grow as the role expands. If you take pride in building rapport and converting opportunities, we’d love to hear from you.

Work Schedule

Monday-Friday, split shifts covering 8:00 AM – 8:00 PM EST. Saturday-Sunday, 9:00 AM – 4:00 PM EST. Schedule split between 2 VAs.