Full-Time

Intake/Sales Manager

Updated on 9/4/2026

Crisp Recruit

Crisp Recruit

Recruiting for growth-focused law firms

No salary listed

Gadsden, AL, USA

Hybrid

On-site in Gadsden, AL preferred; regional remote candidates considered.

Category
Sales & Account Management (1)
Requirements
  • Relationship-Based Client Experience: Proven success in a client-facing role where you helped people make informed decisions about important services, payment options, or next steps.
Responsibilities
  • Client Intake & Evaluation Support: Connect with qualified prospective clients by phone, listen carefully to their situation, and guide them through the firm’s free case evaluation process.
  • Client Journey Ownership: Maintain ownership of the prospective client experience from evaluation through retainer coordination, onboarding, and warm handoff to the legal team.
  • Retainer & Payment Coordination: Help prospective clients understand next steps and support the administrative process for retainer agreement completion and payment-plan setup in a professional and compliant manner.
  • Follow-Up Management: Build and maintain a consistent follow-up process so prospective clients receive timely communication and no opportunity falls through the cracks.
  • CRM & System Management: Accurately document calls, outcomes, notes, and next steps using Clio, Empirical, and related AI transcription tools.
  • Client Evaluation & Compliance: Maintain clear legal and ethical boundaries by conducting free case evaluations, not legal consultations, and by ensuring no legal advice is provided.
Desired Qualifications
  • Experience in premium services, client intake, hospitality, real estate, or other trust-based environments is helpful.

Crisp Recruit helps growth-focused law firms identify and hire legal and business professionals. Its recruiters work with firms to define roles, source candidates, evaluate fit and manage the search process through placement. The service is tailored to the operating needs and culture of law practices rather than broad, cross-industry staffing. Its connection to the wider Crisp ecosystem gives the employer a specific legal-industry context that should not be confused with unrelated recruiting companies using the Crisp name.

Company Size

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Total Funding

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Headquarters

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Founded

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