Legal Intake & Client Acquisition Specialist

This is a fully remote position, open to applicants in Mexico, +5 more countries.

📋 Description

• Oversee high-value inbound and outbound leads from the initial contact until a signed representation agreement is reached.

• Conduct comprehensive consultations to understand the situations of prospective clients and pinpoint potential case opportunities.

• Establish trust and articulate the benefits of collaborating with the firm.

• Transform qualified prospects into signed clients.

• Address objections related to representation, fees, timelines, competing firms, and any hesitations.

• Follow up with leads who are undecided or unresponsive.

• Recognize opportunities that may have been missed during the initial intake process.

• Collect accurate information regarding accidents, injuries, medical treatment, insurance coverage, liability, and other relevant case details.

• Identify red flags and determine when escalation or attorney review is warranted.

• Maintain precise and thorough intake documentation.

• Ensure that qualified cases transition seamlessly to the relevant legal team.

• Provide an exceptional client experience from the very first interaction.

• Take ownership of metrics including lead-to-client conversion rate, signed cases, response time, follow-up activities, contact rate, lead recovery, intake quality and accuracy, and overall client experience.

• Contribute to the growth of the Personal Injury law firm through effective client acquisition.

⛳️ Requirements

• A minimum of 3 years of experience in legal intake, client acquisition, high-volume sales, or a similar conversion-driven environment.

• Strong preference for candidates with experience in Personal Injury law firms.

• Proven track record of converting leads or prospective clients into signed cases/customers.

• In-depth understanding of the Personal Injury intake process and client journey.

• Excellent sales instincts and the ability to confidently request the client’s business.

• Strong skills in handling objections and negotiating effectively.

• Exceptional verbal communication and active listening abilities.

• Capacity to communicate with empathy while maintaining control over the conversation.

• Experience working with CRMs, intake platforms, phone systems, and performance metrics.

• Discipline to consistently follow up with prospective clients.

• Ability to perform under pressure and manage a high volume of leads.

• Experience in handling motor vehicle accidents, premises liability, wrongful death, or other Personal Injury leads is a plus.

• Prior experience with a high-volume U.S. Personal Injury law firm is an added advantage.

• Experience recovering previously lost, unresponsive, or undecided leads is an additional qualification.

• Familiarity with intake KPIs, conversion reports, or sales dashboards is a beneficial qualification.

• Experience in coaching or mentoring junior intake specialists is an additional qualification.

• Bilingual communication skills in English and Spanish.

🏝️ Benefits

• Unlimited performance-based bonuses.

• Recognition for exceptional results.

• Annual travel opportunities contingent on performance.

• Opportunities for career growth and advancement.

• Clearly defined performance goals and KPIs.

• Opportunities to take on additional responsibilities as you progress.

• 10 days of paid time off (PTO).

• 10 paid holidays in accordance with your country's holiday calendar.

• Unlimited potential for bonuses.