Client Sales Specialist

The Law Office of Kyle Gurwell, a Vancouver, WA criminal defense and DUI firm, seeks a Client Sales Specialist to manage new client inquiries and consultations. In this client-facing role, you will handle intake calls, gather case details, explain services and fees, and guide potential clients through the onboarding process. Working closely with the attorney, you will prioritize urgent matters, maintain accurate CRM/case records, and track conversions. This position offers close mentorship, hands-on exposure to serious criminal matters, and the chance to build strong client-service and case-management skills in a collaborative, professional environment.

Responsibilities

• Serve as primary contact for prospective clients, answering inquiries and explaining firm services and processes

• Conduct intake calls, gather case details, and assess fit with firm's practice areas

• Guide potential clients through consultation scheduling, fee structures, and engagement steps

• Maintain accurate records of leads, consultations, and follow-ups in case management/CRM systems

• Collaborate with attorney to prioritize high-urgency matters and prepare clients for initial meetings

• Track and report on lead conversion, client retention, and referral sources

• Coordinate payment arrangements, retainer agreements, and documentation with clients

• Provide empathetic, clear communication to clients facing stressful legal situations

• Support office administration related to client onboarding and case opening Required Skills

• Client intake

• Sales and lead conversion

• Customer service

• Legal terminology (criminal/DUI)

• CRM/case management software

• Data entry and record-keeping

• Verbal and written communication

• Time management

• Conflict de-escalation

• Payment/retainer processing