Client Development and Intake Specialist

Boswell Law Firm PLLC
Houston, TX

ARE YOU A CLOSER?Boswell Law Firm PLLC is a family law and probate practice serving the greater Houston area. We help people navigate some of the most difficult moments of their lives and we do it with excellence, urgency, and heart. We are seeking a high-energy, sales-driven individual who can be the first voice a potential client hears and the reason they choose us.This is not a traditional receptionist role. If you are looking to answer phones and file papers, this is not your position. If you are energized by connecting with people, motivated by results, and driven to convert conversations into clients keep reading.What You Will DoYour primary mission is to turn inquiries into retained clients. Every lead that comes through this firm is a real person in crisis who needs guidance and a real dollar investment by the firm. You will be responsible for:Sales & Lead Conversion (Your #1 Priority)         Contact every new lead the same day it comes in no exceptions         Conduct warm, confident intake calls that assess the potential clients needs and urgency         Communicate the firms value clearly and schedule paid initial consultations         Follow up persistently with prospects who have not yet scheduled by phone, email, and text         Track every lead interaction with detailed, accurate notes same day, every time         Own your conversion numbers: know your lead count, your contact rate, and your close rate at all times         Report lead pipeline status at weekly sales meetings you will be expected to speak to every open leadClient Intake & Administrative Support         Conduct thorough initial intake: gather contact details, case background, and urgency level         Schedule consultations and manage attorney calendars using MyCase         Prepare consultation packets and intake documentation         Greet walk-in clients and manage front office professionally         Answer and route incoming calls with professionalism and warmth         Support marketing efforts including review management and community outreach events         Prepare and collect employment agreements, retainers and intake forms. The Person We Are Looking ForWe will train the right person. We cannot train drive.You are the right fit if you:         Are energized by sales and genuinely love connecting with people in challenging situations         Are self-directed you dont wait to be told to follow up, you just do it         Thrive in a fast-paced environment and stay organized without being managed         Are comfortable discussing legal services and the value of professional representation         Take ownership of results if a lead goes cold, you want to know why         Communicate proactively with your team and escalate issues before they become problems         Have high attention to detail and document everything in real timeYou are not the right fit if you:         Prefer a passive, reactive work style         Need frequent reminders to follow up or complete tasks         Are uncomfortable discussing fees, urgency, or asking for a commitment         Avoid conflict or hesitate to make a second or third contact attemptQualificationsRequired:         High school diploma or equivalent; some college preferred         Excellent verbal communication skills warm, clear, and confident on the phone         Professional written communication skills for email and case notes         Basic computer proficiency including email, scheduling software, and database entry         Ability to multitask and prioritize in a high-volume, client-facing environment         Understanding of and commitment to client confidentialityPreferred:         Prior experience in sales, client services, or a professional services environment         Experience in a legal office, medical office, or other high-stakes service setting         Familiarity with legal terminology and the family law or probate process         Experience with MyCase or similar CRM / case management software         Paralegal training or courseworkCompensation & Earning PotentialBase pay is $14/hour. This role is designed for someone who earns well above base through commissions. High performers can significantly increase their total compensation.The commission structure rewards exactly the behaviors this role requires: fast follow-up, confident conversations, and consistent conversion. Top performers earn meaningfully more than base.What We Offer         A mission-driven firm that makes a real difference in clients lives         A supportive, high-standards team environment         Exposure to family law and probate practice that can build your legal career         A clear path to advancement including potential growth into office management or paralegal roles         Performance-based compensation increases as you growImportant: What This Role Does Not IncludeThis position does not involve providing legal advice, discussing case strategy or outcomes, handling client funds, or making legal recommendations. All legal questions are directed to licensed attorneys. The firm takes client confidentiality and ethical compliance seriously your role is to connect people with the right legal help, not to provide it.
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