Legal Intake Specialist

This is an entry-level role ideal for anyone interested in client experience, communication, and growth into a sales or client-facing position.

This is not a back-office admin role.

You will be actively communicating with prospective clients, following up, and helping guide them to the next step.

Your work will directly impact how many families we are able to help.

In addition to hourly pay, this role includes performance-based bonuses tied to results.

Please complete all application questions. Incomplete applications will not be considered.

$22 - $25 hourly

Client Follow-Up (Primary Focus)

• Call, text, and email new leads quickly and consistently
• Follow up with prospective clients who have not yet scheduled or moved forward
• Re-engage missed calls, no-shows, and inactive inquiries
• Track all communication in our CRM

Scheduling & Intake Support

• Schedule calls and consultations
• Send engagement agreements and payment links
• Ensure client information is complete and accurate

Client Experience

• Serve as a warm, professional first point of contact
• Help clients feel comfortable, informed, and confident

Growth Opportunity

• With training, assist with or lead initial consultation calls
• Help guide prospective clients through the next steps 

What We’re Looking For

• Strong communication skills (especially on the phone)
• Comfortable with outbound calls and follow-up
• Organized and detail-oriented
• Friendly, professional, and reliable
• Coachable and open to feedback
• Able to manage multiple tasks in a fast-paced environment

Preferred (But Not Required)

• Experience in customer-facing roles (retail, hospitality, sales, etc.)
• Experience with CRM systems or scheduling tools
• Interest in law or client services

What Success Looks Like

• Leads are contacted quickly and consistently
• More consultations are scheduled and completed
• Clients feel supported and taken care of
• No opportunities fall through the cracks

Why Join Our Team

• Opportunity to learn and grow in a professional environment
• Clear systems and training to support your success
• Meaningful work helping families plan for the future
• Supportive, team-oriented culture

Please submit your resume and complete all application questions. Incomplete applications will not be considered.

At The Wagon Legacy, we help families protect their future and create peace of mind through thoughtful and well-crafted estate plans. Our work helps families avoid unnecessary conflict, preserve their legacy, and feel supported during important life moments.

We are a growing firm that values long-term team members, personal growth, and doing meaningful work that truly helps people.

Our Core Values:

• Attention to Detail
• Honesty
• Communication
• Doing What Is Best for the Client

Learn more about us:

https://www.thewagonlegacy.com/

https://www.instagram.com/thewagonlegacy/