Intake/Sales Manager
The Intake/Sales Manager at Word Family Law Group is a pivotal role focused on guiding prospective clients through the firm's intake process. This position involves conducting phone-based free case evaluations, explaining the firm's procedures, coordinating retainer agreements and payment plans, and ensuring a seamless transition into onboarding. The role emphasizes building trust and providing empathetic support to clients navigating family law matters.
Key responsibilities include connecting with qualified prospective clients by phone, actively listening to their situations, and guiding them through the firm's evaluation process. The manager maintains ownership of the client journey from initial evaluation through retainer coordination and onboarding, ensuring timely follow-ups and clear communication. Additionally, the role involves accurately documenting interactions using CRM systems and adhering to legal and ethical boundaries by conducting evaluations without providing legal advice.
The ideal candidate possesses proven success in client-facing roles that require building trust and guiding individuals through important decisions. Experience in premium services, client intake, hospitality, or real estate is beneficial. Strong phone communication skills, empathy, active listening, and proficiency with CRM systems and AI tools are essential. Familiarity with Alabama-based clients and small-town communities is preferred.
This position offers the opportunity to play a significant role in a growing law firm, directly impacting client experience and firm growth. The firm fosters a collaborative environment, working closely with the owner and legal team. Comprehensive benefits include medical, dental, and life insurance, a 401(k) plan with company match, paid time off, and access to wellness programs.
Word Family Law Group, based in Gadsden, Alabama, specializes in family law, providing compassionate and effective legal representation. Led by Attorney Christopher P. Word, the firm focuses on areas such as adoption, child custody and support, divorce, DHR matters, and termination of parental rights. With over 15 years of experience, the firm is committed to guiding clients through complex legal landscapes with dignity and respect.