Legal Intake & Client Acquisition Specialist
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Job Description
Remote bilingual intake specialist converting legal leads into signed clients for CEO Lawyer Personal Injury Law Firm. Handling consultations, objections, case details, and conversion KPIs.
Responsibilities:
- Manage high-value inbound and outbound leads from initial contact through signed representation
- Conduct detailed consultations to understand prospective clients' situations and identify potential case opportunities
- Build trust and communicate the value of working with the firm
- Convert qualified prospects into signed clients
- Handle objections related to representation, fees, timing, competing firms, and hesitation
- Follow up with undecided or unresponsive leads
- Identify opportunities overlooked during the initial intake process
- Gather accurate information about accidents, injuries, medical treatment, insurance coverage, liability, and other case details
- Recognize red flags and determine when escalation or attorney review is needed
- Maintain detailed and accurate intake documentation
- Ensure qualified cases transition smoothly to the appropriate legal team
- Deliver an excellent client experience from the first interaction
- Own metrics including lead-to-client conversion rate, signed cases, response time, follow-up activity, contact rate, lead recovery, intake quality and accuracy, and client experience
- Help grow the Personal Injury law firm through client acquisition
Requirements:
- 3+ years of experience in legal intake, client acquisition, high-volume sales, or a similar conversion-focused environment
- Strong preference for experience within Personal Injury law firms
- Proven experience converting leads or prospective clients into signed cases/customers
- Strong understanding of the Personal Injury intake process and client journey
- Excellent sales instincts and ability to confidently ask for the client's business
- Strong objection-handling and negotiation skills
- Exceptional verbal communication and active listening skills
- Ability to communicate with empathy while maintaining control of 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 handling motor vehicle accident, premises liability, wrongful death, or other Personal Injury leads is an additional qualification
- Experience working for a high-volume U.S. Personal Injury law firm is an additional qualification
- Experience recovering previously lost, unresponsive, or undecided leads is an additional qualification
- Experience working with intake KPIs, conversion reports, or sales dashboards is an additional qualification
- Experience coaching or mentoring junior intake specialists is an additional qualification
- Bilingual English/Spanish communication skills
Benefits:
- Unlimited performance-based bonuses
- Recognition for outstanding results
- Annual travel opportunities based on performance
- Career growth and advancement opportunities
- Clear performance goals and KPIs
- Opportunities to take on greater responsibilities as you grow
- 10 days of PTO
- 10 paid holidays based on your country's holiday calendar
- Unlimited bonus potential
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