Sales Representative — Legal Services

Key Responsibilities

• Conduct structured consultations with prospective clients to evaluate their legal needs and assess alignment with firm services.
• Execute multi-channel follow-up cadences with prospective clients to address questions, build trust, and facilitate decision-making.
• Guide qualified prospects through the engagement process and ensure all onboarding documentation is completed accurately and efficiently.
• Maintain meticulous records of client interactions, consultation notes, and conversion outcomes in Lawmatics.
• Conduct regular follow-up outreach with former clients to collect actionable feedback and foster long-term relationships.
• Collaborate with internal firm staff to ensure client expectations and operational requirements are effectively communicated and fulfilled.

Must-Have Requirements

• Demonstrated success in sales, prospective client conversion, or account management.
• Exceptional, empathetic communication skills with the ability to handle sensitive client situations professionally and tactfully.
• Strong organizational skills and a proven ability to manage a continuous prospective client pipeline.
• High attention to detail in record keeping, client documentation, and multi-step follow-through.
• Proficiency with Lawmatics (or similar CRM systems) and the Microsoft Office Suite on Windows.

Nice-to-Have Requirements

• Previous experience in a law firm or professional legal services setting.
• Strong understanding of legal intake processes and client onboarding workflows.