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Legal Intake - Client Service Coordinator

Legal Intake - Client Service Coordinator

Posternock Apell, P.C.Moorestown, NJ, US
21 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Are you a driven, people-first professional with a strong sales background who thrives on building relationships and closing deals ? Do you have a knack for making potential clients feel heard, understood, and confident in taking the next step? If so, we want YOU to join our high-performing estate and business law firm as the Client Service Coordinator !

Who We Are :

We are a dynamic law firm that handles estate, business, and litigation cases . Our mission is to provide exceptional legal services while ensuring clients feel supported, valued, and confident in their decisions. We are not just looking for someone to “answer the phones” – we need a skilled closer who can dominate intake, convert leads into paying clients, and drive business growth .

Compensation :

$40,000 - $55,000 yearly

Responsibilities :

What You’ll Be Doing :

Own the Intake Process & Close the Deal :

  • Serve as the first point of contact for potential clients, building trust and rapport from the first conversation.
  • Qualify leads effectively by understanding their needs and guiding them toward the right legal solutions.
  • Follow up aggressively through calls, emails, and text messages to ensure potential clients move forward.
  • Track and analyze intake metrics (e.g., number of potential new cases, paid consultations, free consultations, fee agreements sent / received, retainers collected).

Sales-Driven Client Conversion :

  • Confidently discuss the value of our legal services and ensure prospects understand the benefits of working with our firm.
  • Overcome objections and guide hesitant clients to the right decision.
  • Generate fee agreements and ensure timely follow-up to get them signed and retainers collected.
  • Keep the Pipeline Flowing & Organized :

  • Manage and optimize our CRM system to ensure no leads fall through the cracks.
  • Collaborate with attorneys and staff to schedule consultations and follow-ups efficiently .
  • Provide regular reports on conversion rates, lead sources, and intake performance .
  • Dominate our Workshops

  • Schedule and coordinate workshops and events for the Estates Department, including venue selection, speaker arrangements, and logistics.
  • Promote workshops and events through various channels, such as social media, email, and community outreach.
  • Follow up with attendees to confirm attendance.
  • Why Join Us?

  • Competitive Base Pay + Performance-Based Bonuses – Your hard work and results will be rewarded!
  • Career Growth Opportunities – As we grow, so do our team members!
  • A Supportive, High-Energy Work Environment – We work hard, celebrate wins, and support each other.
  • A Mission That Matters – Help people make critical life and business decisions while being part of a firm that truly cares.
  • Ready to Take Your Career to the Next Level?

    If you’re a client-focused, sales-driven professional who knows how to connect, convert, and close , we want to hear from you! Apply today and let’s build something great together.

    Qualifications :

    What We’re Looking For :

  • Proven sales and intake experience (law firm intake, real estate, financial services, or similar high-touch industries preferred).
  • A natural communicator who builds trust and confidence over the phone, email, and in person.
  • High-energy, results-driven personality with the ability to meet and exceed conversion goals.
  • Tech-savvy – comfortable using CRMs, tracking data, and leveraging automation tools for follow-ups.
  • Proactive and persistent – you don’t wait for clients to call back; you make things happen .
  • Exceptional organization skills – ability to juggle multiple leads, appointments, and follow-ups without dropping the ball.
  • About Company

    At Posternock Apell, P.C., we are a highly respected and client-focused law firm offering litigation, business, real estate, and estate planning services. With a history of excellence and a dedication to providing top-tier legal services, we have built a reputation as an industry leader. We take pride in our collaborative and supportive work environment, where individual contributions are valued and celebrated.

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    Intake Coordinator • Moorestown, NJ, US

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