Intake/Sales Manager

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• →Client Intake & Evaluation Support: Connect with qualified prospective clients by phone, listen carefully to their situation, and guide them through the firm’s free case evaluation process.
• →Client Journey Ownership: Maintain ownership of the prospective client experience from evaluation through retainer coordination, onboarding, and warm handoff to the legal team.
• →Retainer & Payment Coordination: Help prospective clients understand next steps and support the administrative process for retainer agreement completion and payment-plan setup in a professional and compliant manner.
• →Follow-Up Management: Build and maintain a consistent follow-up process so prospective clients receive timely communication and no opportunity falls through the cracks.
• →CRM & System Management: Accurately document calls, outcomes, notes, and next steps using Clio, Empirical, and related AI transcription tools.
• →Client Evaluation & Compliance: Maintain clear legal and ethical boundaries by conducting free case evaluations, not legal consultations, and by ensuring no legal advice is provided.

• Relationship-Based Client Experience: Proven success in a client-facing role where you helped people make informed decisions about important services, payment options, or next steps. Experience in premium services, client intake, hospitality, real estate, or other trust-based environments is helpful.
• Phone-Based Client Communication: Strong ability to build rapport, listen actively, explain next steps clearly, and guide prospective clients through sensitive conversations by phone.
• Empathy: Strong capacity to connect with clients facing emotional and family law challenges.
• Active Listening: Exceptional ability to listen and respond to client needs effectively.
• Tech Savvy: Proficient with CRM systems and AI tools for streamlined client management.
• Communication Skills: Ability to build trust and communicate naturally with Alabama-based clients and small-town communities.
• Location Preference: On-site work in Gadsden, AL is preferred; however, regional remote candidates with strong cultural alignment may also be considered.

• Growth Opportunity: Play a pivotal role in a growing law firm with significant impact on client experience, intake operations, and firm growth.
• Close Collaboration: Work directly with the owner, influencing firm growth and process improvements.
• Meaningful Work: Assist clients during transformative periods, providing vital support and guidance.
• Competitive Compensation: Includes a competitive base salary with compliant KPI-based bonus opportunities tied to intake quality, timely follow-up, documentation, onboarding completion, and other firm-approved performance metrics.

Additional perks: Compensation, bonus structure, benefits, and other role details will be discussed during the interview process.

If you’re ready to join a compassionate, forward-thinking family law firm, we invite you to apply for the Intake/Sales Manager role at Word Family Law Group. 

This position is ideal for someone who can combine empathy, organization, follow-through, and confident phone communication to help prospective clients feel supported during a difficult time. You will play a key role in shaping the client experience while helping the firm continue its mission of providing thoughtful, effective family law representation across Alabama.