Legal Intake Specialist (Sales)

Full-Time | In-Person | Lynchburg, VA | $40,000–$45,000 + Performance Bonuses + Benefits

Most sales jobs sell products. This job is about people. Specifically, ones going through the most difficult time of their lives.

At Osterbind Law, PLLC, we help people who are injured, overwhelmed, or unsure of where to turn after a serious accident or disability issue. Very often, the Legal Intake Specialist is the very first interaction someone has with our firm. That interaction matters.

We are looking for someone who can communicate with compassion, think critically under pressure, and confidently guide potential clients through the beginning stages of the legal process.

This is where sales meets law.

For the right person, this is an incredibly meaningful and rewarding career.

Why This Role Is Different

This is NOT a “come in and take the order” type of sales job.

You are not reading from a script.
You are not cold calling.
You are not selling something people do not need.

You are helping real people understand their options during difficult situations, while also helping our firm grow by signing qualified cases.

The right person for this role understands that:

Every conversation is different.
Every lead deserves urgency and professionalism.
Every interaction reflects the reputation of our firm.

You will have a seat at the table here. Your ideas, observations, and initiative matter.

We are looking for someone who wants to do work that is bigger than themselves, while continuously pushing themselves to grow personally and professionally.

What Success Looks Like

Success in this role is not just measured by these factors:

Fast response times
Strong communication
High-quality client experiences
Organized pipeline management
Converting qualified leads into signed clients through trust and professionalism

A great Legal Intake Specialist combines:

Compassion with confidence
Urgency with patience
Emotional intelligence with critical thinking
Relationship-building with strong process management

At Osterbind Law, our core values are: Invested. Driven. Courageous.

The right person for this role will naturally live those values out every day.

What You’ll Be Doing

This role is heavily communication-focused and relationship-driven. A large portion of the workday involves talking with potential clients by phone, while also managing communication through email, text, chat, and online lead sources.

Leads come into the firm through multiple channels, including website forms, Google Local Services Ads, organic phone calls, referral partners, online directories, social media campaigns, live chat, and other digital marketing efforts.

Lead Communication & Client Experience

Responding quickly to new leads
Conducting intake consultations over the phone and occasionally in person
Listening carefully to understand each person’s situation
Explaining how our firm may be able to help
Providing a premier client experience from the very first interaction
Following up consistently so leads never feel ignored or forgotten

Sales & Case Conversion

Evaluating whether leads are qualified within our practice areas
Guiding potential clients through the decision-making process
Competing professionally with other law firms for qualified cases
Explaining contingency fee agreements and the value of legal representation
Drafting and sending contracts to retain clients
Reviewing agreements with clients before signing so there are no surprises
Completing initial onboarding checklist for clients

Pipeline, Review & Process Management

Maintaining and organizing the intake pipeline
Reviewing incoming information and documentation
Managing follow-ups based on priority and urgency
Collecting and documenting CRM data accurately
Keeping intake files organized and updated
Working inside MyCase and other cloud-based systems
Assisting with administrative and operational tasks connected to intake
Communicating clearly with attorneys and staff to ensure smooth case transitions

Reputation & Team Collaboration

Requesting Google Reviews and helping strengthen the firm’s online reputation
Communicating internally with professionalism and clarity
Tracking intake performance metrics and participating in team reviews
Maintaining relationships with referral partners and other law firms
Doing whatever it takes to help the team succeed

Who Would Thrive in This Role

This role is perfect for someone who:

Genuinely enjoys helping people
Communicates naturally and confidently
Takes initiative without needing constant direction
Can adapt quickly to changing priorities
Enjoys both people and process
Loves improving performance and hitting goals
Works well under pressure
Wants their work to actually matter

The right person understands how to slow down, listen carefully, and still move with urgency. They are highly self-managed and do not need someone creating a task list for them every hour of the day.

This position is probably NOT a good fit for someone who:

Dislikes phone communication
Struggles with emotional conversations
Avoids accountability
Dislikes fast-paced environments
Needs constant supervision
Is simply looking for “just a job”

Qualifications

Sales experience is strongly preferred. Additional experience that may be helpful includes:

Personal injury law
Insurance familiarity
Customer service
Intake coordination
Legal support
Other relationship-based sales roles

Strong candidates will also have:

Excellent communication skills
Strong reading and writing comprehension
Critical thinking ability
Comfort with technology and cloud-based systems
Organizational skills
The ability to manage multiple conversations and priorities simultaneously

Experience with Apple products, CRM systems, or MyCase is helpful but not required. Training will be provided.

Benefits That Actually Support You

We believe you shouldn’t have to choose between doing meaningful work and having a life. Here’s what we offer:

Competitive Salary: $40,000–$45,000, depending on experience
Performance Bonus: Based on hitting goals — you help us grow, you grow too
Paid Holidays + Flexible PTO: Work hard, rest well
Simple IRA with Employer Contribution: 2% of your salary, even if you don’t contribute
Long-Term Disability & Life Insurance: We’ve got your back
Professional Development: We’ll invest in your learning and growth
Modern Tech: Apple laptop and cloud-based platforms like Google Workspace and MyCase
Supportive Team Culture: Work with people who want you to succeed — and will cheer you on every step of the way
- Professional development and training opportunities
- Direct access to leadership and coworkers
- Opportunities for your ideas and voice to be heard

Why Osterbind Law?

We are not trying to be an average law firm. We specialize in what we do and commit ourselves to becoming the best at it. We are deeply invested in our clients, our community, our team, and the long-term growth of the firm.

We are both business-focused and people-focused, using legal work as the medium for both. When one person succeeds here, the entire team succeeds.

READY TO APPLY?

Follow these instructions:

Please submit your resume and introduction via email. Cover letter and referrals will greatly help, but are not required. Email must follow these instructions:

Subject line MUST say: “I’D LOVE TO WORK FOR YOU.”
Attach a resume
Optional, but strongly encouraged: writing sample, references from previous employers, college transcript (unofficial transcript is acceptable)

Please email your application to: [email protected]

You can also mail your application to this exact address:

Osterbind Law, PLLC
Private & Confidential
ATTN: Andrew Londono
1216 Greenview Dr., Suite A
Lynchburg, Virginia 24502

PLEASE NOTE: if you would like your application to remain confidential from your current employer, please include this in the cover letter/email.

If you can’t follow these directions, then you probably won’t get a call back for an interview.

We will be flexible on the start date for the right candidate, so start at a date most convenient for you.