Business Development and Intake Coordinator

Business Development and Intake Coordinator

Spraggs Law

About the Role

Spraggs Law is a 55-year-old Coquitlam law firm that is transitioning its practice to focus on three areas: employment law, corporate law, and wills and estates. As the firm builds its presence and client base in these practice areas, the Business Development and Intake Coordinator plays a critical dual role. On the front end, you are generating awareness and new client inquiries. On the intake side, you are the first point of contact for prospective clients, responsible for ensuring that every inquiry is handled with professionalism, warmth, and speed.

The right person is someone who can have a confident, empathetic conversation with a small business owner who needs employment advice, a family navigating an estate, or an entrepreneur looking for corporate counsel, and who can also work a contact list, build referral relationships, and generate the new client activity the firm needs to grow in its new direction.

Reports To: Managing Director, Spraggs Law

Employment Entity: Spraggs Law

Practice Focus: Employment Law, Corporate Law, and Wills and Estates

Location: Coquitlam, BC (In-Office)

Classification: Individual Contributor, Full-Time

Compensation: $55,000-$60,000/year (depending on experience)

Core Accountabilities

Business Development

• Build and maintain a referral network within the Coquitlam and broader Lower Mainland community, including accountants, financial advisors, mortgage brokers, realtors, and other professionals who regularly encounter clients with legal needs in the firm's practice areas.
• Develop and execute outreach activity to raise awareness of Spraggs Law's repositioned practice among SMB owners, HR professionals, and individuals in the Tri-Cities region who are likely to need employment, corporate, or estate legal services.
• Coordinate with the Spraggs Group VP Revenue on any group-level marketing or referral initiatives that drive inquiries to Spraggs Law.
• Attend community and professional events in the Coquitlam area to build the firm's visibility and generate referral relationships.
• Track and report on new client inquiry volume, source of inquiry, conversion from inquiry to consultation, and conversion from consultation to retained client.

Client Experience

• Set the tone for the client's experience of Spraggs Law from the very first contact, ensuring every interaction is warm, professional, and reflects the trust and integrity the firm has built over the past 55 years.
• Manage client expectations clearly and honestly during intake, including on timelines, process, and fee structures, so that clients arrive at their first lawyer consultation informed and prepared.
• Follow up with prospective clients who have had an initial consultation but have not yet retained the firm, managing that relationship with care and without pressure.
• Identify opportunities to refer Spraggs Law clients to Spraggs Business Advisory or the Vistera platform where their needs extend beyond legal services.

Client Intake

• Serve as the first point of contact for all new client inquiries arriving by phone, email, web form, or referral, responding promptly, professionally, and independently across all communication channels.
• Conduct initial intake conversations with prospective clients to understand their legal needs, determine which practice area and lawyer are the right fit, and confidently guide them through next steps, timelines, and expectations.
• Manage the intake workflow from first contact through to booked consultation with minimal supervision required, ensuring no inquiry falls through the cracks and that the handoff to the legal team is seamless and well-documented.
• Proactively manage follow-up communication with prospective clients throughout the intake process, maintaining appropriate and professional contact to re-engage inactive leads, answer outstanding questions, and support timely progression toward consultation booking while respecting the client’s decision-making process.
• Maintain complete and accurate records of all inquiries, intake conversations, follow-ups, and lead statuses in the firm's practice management system, ensuring efficient workflow tracking and continuity.
• Handle intake across all three practice areas, including employment matters such as wrongful dismissal, human rights complaints, and workplace investigations; corporate matters such as incorporations, shareholder agreements, and commercial contracts; and wills and estates matters such as will preparation, powers of attorney, and estate administration.

Administrative Coordination

• Maintain the firm's new client pipeline and intake records with accuracy and discipline, providing the Managing Director with regular visibility into inquiry volume and conversion.
• Coordinate the scheduling of initial consultations between prospective clients and the appropriate lawyer, managing calendar availability and client expectations simultaneously.
• Support the Managing Director in tracking business development activity and reporting on pipeline metrics as the firm builds its new practice area presence.

What We Are Looking For

Experience

• Two or more years in a client-facing role in a legal, professional services, or regulated services environment.
• Legal administrative experience or paralegal background is a strong asset.
• Demonstrated experience handling sensitive client conversations with professionalism and empathy. People contacting a law firm are often in stressful circumstances and the intake experience sets the tone for the entire relationship.
• Some exposure to business development, referral management, or client acquisition activity. You do not need to have carried a sales quota but you need to be comfortable initiating and building professional relationships.
• Experience with practice management or CRM systems for tracking client activity and pipeline.

Character and Approach

• Warm, professional, and calm under pressure. You can manage a busy intake queue, a difficult client call, and an outreach activity in the same day without dropping any of them.
• Discreet and trustworthy. You will be handling sensitive personal and business information from the first conversation and you understand the confidentiality obligations that come with a legal services environment.
• Self-directed and organized. You build your own activity plan and hold yourself to it without needing daily oversight.
• Genuinely service-oriented. You want clients to feel well looked after from the moment they contact the firm and you take personal pride in that experience.
• Comfortable with a firm in transition. Spraggs Law is building something new in its chosen practice areas and the right person is excited to be part of that, not unsettled by the change.