Intake Sales Specialist
Posted on 11/3/2023
The Matian Firm

201-500 employees

Premier law firm specializing in criminal defense and immigration
Company Overview
The Matian Firm, APC, is a distinguished law firm with a strong commitment to client advocacy and superior legal service, demonstrated by its broad range of expertise in areas such as criminal defense, immigration, and personal injury. The firm's collaborative culture fosters a dynamic environment where attorneys share ideas and work collectively, resulting in a track record of outstanding work recognized by numerous industry awards. With a robust support staff ensuring client concerns are promptly addressed, The Matian Firm stands out for its dedication to customer service and its unwavering commitment to protecting clients' rights.
Growth & Insights

6 month growth


1 year growth


2 year growth

Phoenix, AZ, USA
Experience Level
Desired Skills
Customer Service
Sales & Account Management
Customer Success & Support
  • Screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
  • Immediately contact every potential client and establish relationship with client
  • Update logs and reporting systems to reflect status of all potential new clients
  • Conduct potential new client interviews with genuine empathy and compassion
  • Schedule appointments for potential clients
  • Take accurate notes during the attorney-client initial consultation
  • Collaborate with our attorneys to complete the initial consultation process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Follow instructions from the supervising attorney and perform accordingly
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)
  • Bilingual (English/Spanish) with full proficiency
  • Minimum 3 years of sales experience required, customer service experience a major plus
  • Strong background with performance-based metrics
  • Case Management software experience is a major plus
  • Resourceful and motivated to solve issues as they arise
  • Strong attention to detail
  • Proven track record to meet goals and deadlines
  • Must be able to work weekends