Client Intake & Sales Coordinator

Trestle Law is a boutique intellectual property firm. We protect the brands content and contracts clients have built their businesses on. Were hiring a Client Intake & Sales Coordinator. This is the first person a prospective client talks to. Youll run intake calls screen for fit check for conflicts book consultations and follow up until theyve signed or told us no.

This is a sales track not a paralegal track. It leads toward owning our sales process not toward paralegal or attorney work.

If youre warm on the phone careful with details and genuinely interested in the sales side of a law firm wed like to hear from you.

• A real path. This role leads toward owning our sales process consultations fee agreements referral relationships. Advancement here is based on performance not time served

• $2632/hour plus performance bonus full-time fully remote within California

• A boutique woman-of-color-owned IP firm where you work directly with the owner and see the whole business not one slice of it

• Clients worth caring about. Founders and creators protecting what theyve built

CALIFORNIA RESIDENTS ONLY

• Answer inbound calls from prospective clients run the intake conversation and make people feel heard

• Screen for fit against our practice areas and decline the ones that arent a fit warmly and with a referral

• Book and confirm consultations in Calendly and keep attorney calendars accurate

• Capture every prospective client in Law Ruler correctly the first time: names dates contact information matter type referral source

• Follow up until you get an answer. Most of the value in this role is in the fifth touch not the first

• Prepare fee agreements open the pending matter in Clio and shepherd the agreement through to signature

• Track your time in Clio in tenth-of-an-hour increments

• Work with our marketing team on referral relationships and where our leads come from

• 2 years in client intake client services case management or inside sales legal experience strongly preferred

• Experience with a CRM and a case management system. We use Law Ruler and Clio and youll be in both every day

• Accurate under pressure. You catch the detail that doesnt add up and youd rather take an extra thirty seconds than guess

• Comfortable holding several threads at once with multiple deadlines landing on the same day

• Self-directed. If something is stuck you move it or flag it you dont wait to be asked

• Steady on hard calls. People call us upset and you can stay calm and keep the conversation on track

• High school diploma or GED required. College degree preferred