About Portway Solicitors
Portway Solicitors is a client-focused law firm committed to delivering high-quality legal services with professionalism, integrity and care. We pride ourselves on providing exceptional client experiences from the very first point of contact.
Role Overview
The Leads Sales Assistant is responsible for managing incoming enquiries, qualifying potential clients and supporting the firm's business development activities. This role is vital in ensuring prospective clients receive an excellent first impression of the firm while helping convert enquiries into instructed matters.
The successful candidate will possess excellent communication skills, strong organisational abilities and a client-focused approach. They will work closely with the legal and management teams to maximise client conversion and maintain an efficient lead management process.
Key Responsibilities
- Respond promptly to all telephone, email, website and referral enquiries.
- Qualify prospective clients by gathering relevant information regarding their legal matter.
- Assess enquiries against the firm's service offerings and direct them to the appropriate department.
- Maintain accurate and up-to-date records within the firm's case management or CRM system with experience in GoHighLevel.
- Follow up with prospective clients to maximise conversion opportunities.
- Monitor outstanding enquiries and ensure timely communication.
Sales & Client Conversion
- Build rapport with prospective clients and explain the firm's services professionally.
- Provide clear information regarding consultation procedures, legal processes and fee structures where appropriate.
- Support the achievement of monthly lead conversion and business development targets.
- Identify opportunities to cross-refer clients to other legal services offered by the firm.
- Schedule appointments for solicitors and legal advisors.
Administration
- Prepare reports on enquiry volumes, conversions and client trends.
- Ensure all documentation complies with firm policies and regulatory requirements.
- Maintain confidentiality and comply with data protection legislation.
- Assist with marketing campaigns and client engagement initiatives when required.
Client Service
- Deliver exceptional client service at every stage of the client journey.
- Handle sensitive conversations with empathy, professionalism, and discretion.
- Resolve client queries efficiently or escalate where necessary.
Skills & Experience Essential
- Previous experience in sales, client service, lead generation, or client intake.
- Excellent verbal and written communication skills.
- Strong telephone manner and interpersonal skills.
- Ability to build trust and confidence with prospective clients.
- Excellent organisational and time management skills.
- Proficient in Microsoft Office and CRM or case management systems - Clio and GoHighLevel.
- Ability to work in a fast-paced environment while maintaining attention to detail.
Desirable
- Experience within a law firm or other professional services environment.
- Knowledge of legal services and client onboarding processes.
- Experience working with lead management software.
- Understanding of GDPR and client confidentiality requirements.
Personal Attributes
- Professional and approachable.
- Confident communicator.
- Results-driven with a proactive attitude.
- Strong problem-solving skills.
- Positive team player.
- Resilient under pressure.
- Highly organised and dependable.
Key Performance Indicators (KPIs)
- Number of enquiries handled.
- Leads response times.
- Lead-to-client conversion rate.
- Appointment booking rate.
- Client satisfaction and feedback.
- Accuracy of CRM and case management records.
- Achievement of monthly sales and conversion targets.
What We Offer
- Competitive salary.
- Performance-related bonus opportunities.
- Ongoing training and career development.
- Supportive and collaborative working environment.
- Opportunities for progression within the firm.
- Holiday entitlement and additional employee benefits.
Equal Opportunities
Portway Solicitors is an equal opportunities employer. We welcome applications from all suitably qualified candidates and are committed to creating an inclusive workplace where everyone is treated with dignity and respect.
This paid position offers an exciting chance to develop your skills while making a tangible difference in our clients’ lives.
Pay: From £27,000.00 per year
Experience:
- Leads Sales Conversion: 2 years (required)
Work Location: In person
