Sales Assistant

Overview

The Sales Assistant supports the sales attorneys (“Dragons”) by preparing, verifying, and maintaining accurate consultation data before client meetings. Acting as the bridge between the Intake and Sales teams, this role ensures every case evaluation is properly documented, conflict-free, and ready for the sales team to perform effectively.



Key Responsibilities

Calendar & Consultation Management:
Sync and review daily calendars, confirm consultation details, and flag discrepancies between Clio, HubSpot, and Google Calendar.

Conflict of Interest Checks:
Conduct dual COI searches across Clio and HubSpot to identify potential conflicts before meetings.

Case Detail Verification:
Validate case numbers via court databases, upload supporting documents, and maintain standardized case naming conventions.

Data Quality Review:
Audit client information across systems to ensure accuracy and completeness.

AI & Transcript Summaries:
Retrieve Zoom/Aircall call recordings, generate AI summaries via ChatGPT, and file reports for review.

Unqualified Case Logging:
Track and report unqualified consultations to Sales Management.

Daily Wrap-Up:
Finalize all verifications, uploads, and alerts, ensuring the day’s consults are prepped and logged.



Preferred Hard Skills

CRM & Legal Software: HubSpot, Clio, Google Sheets

Communication Platforms: Microsoft Teams, Zoom, Aircall, Google Workspace

AI Tools: ChatGPT for summarization

Data Entry & Document Management

Conflict Check & Case Research (court portals)



Soft Skills

Exceptional attention to detail and data accuracy

Strong organizational and time-management skills (especially early morning prep)

Clear written and verbal communication

Proactive problem-solving and team coordination

Adaptability in fast-paced, changing schedules


Technical Skills
Proficiency in Microsoft 365 and Google Workspace
Familiarity with automation and AI-assisted workflows
Comfortable working across multiple integrated systems (HubSpot–Clio syncs)
Basic spreadsheet and reporting skills (Excel/Google Sheets)
Performance Metrics
Data Accuracy ? 980% Conflict Check Completion
AI Transcript Summaries within 24 hours