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Grace and Faye Consulting LLC

Legal Intake Specialist (Bergen County)

bergen county, NJ

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Job description

Legal Intake Specialist & Sales Development Representative Are you someone who lights up when helping people through a stressful moment — while also staying sharp, organized, and detail-driven behind the scenes? We're hiring on behalf of a well-established law firm for a Legal Intake Specialist & SDR who will serve as the first point of contact for potential clients and a warm, professional presence in the office.

This hybrid role blends client intake and lead development with front-desk responsibilities — you'll set the tone for every client relationship from the very first interaction, whether it's by phone, virtually, or in person.

What You'll Do

Client Intake & SDR Duties

Respond to new client inquiries with empathy and professionalism

Pre-qualify leads, perform conflict checks, and schedule consultations

Guide potential clients through the intake funnel and follow up with leads who haven't converted

Prepare intake reports and maintain clear documentation in firm systems

Educate prospective clients on services and set realistic expectations

Assist with onboarding new clients after engagement

Front Desk Duties (In-Office Days)

Greet clients and guests warmly upon arrival

Answer and route incoming calls professionally

Maintain a polished, welcoming front office

Receive deliveries, handle mail, and support general administrative needs

Assist attorneys and staff with occasional clerical tasks

What You'll Need to Succeed

Strong interpersonal and emotional intelligence skills

Confident, personable with a strong sales background

High-level organization and attention to detail

Professional presence in both communication and appearance

Comfort learning new systems and technology quickly

Ability to manage multiple priorities calmly and efficiently

Genuine empathy and a desire to help clients navigate difficult legal matters

Who can apply

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