BDC Representative (Legal Sales) - Client Intake Specialist
The United Firm | La Liga Defensora, APC
Salary undisclosed
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Description
Our Dallas office is looking to hire an experienced BDC - Legal Sales, Client Intake Specialist with a desire to grow within the legal industry. The BDC Intake Specialist will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development oriented and works well with people. We ask that you have a strong customer service background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our San Jose office as is required for this role.
Responsibilities:
- 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)
Qualifications:
- 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*
- ALL SALES EXPERIENCE WITH NO LEGAL EXPERIENCE ENCOURAGED TO APPLY.
Here at The United Firm | La Liga Defensora, APC, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry.
The United Firm | La Liga Defensora, APC, is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.
About this role
The United Firm's Dallas office is seeking a bilingual intake specialist to serve as the initial contact for prospective legal clients. You'll screen incoming calls and inquiries across multiple channels, conduct client interviews, gather case details, and determine case viability—essentially acting as a gatekeeper who helps attorneys prioritize their caseload. The role demands strong people skills, genuine empathy, and the ability to manage high call volume while maintaining accuracy in notes and case information.
This position suits someone with at least three years of sales experience who thrives in a metrics-driven environment. While legal background is not required, you'll need fluency in both English and Spanish, familiarity with case management software, and comfort with administrative tasks like spreadsheet creation, email correspondence, and database maintenance. The firm explicitly welcomes applicants with pure sales backgrounds, making this a viable entry point into legal services if you have the customer service foundation and drive to meet targets.
The role requires in-office presence in Dallas with occasional travel to the San Jose office, and weekend availability. Benefits include medical, dental, and vision coverage, a 401(k) plan, paid time off, complimentary parking, and catered lunches. This is a career development opportunity within a growing firm rather than a temporary position.
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Pay for this role
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