TEST - Legal Client Acquisition Specialist

Overview

This is a fully remote position.

The organization is seeking a motivated, results-oriented Legal Client Acquisition Specialist to join an expanding team. This role is ideal for someone with strong communication and interpersonal skills who enjoys connecting with potential clients and driving growth. You will manage inquiries from multiple channels and guide potential clients through an intake process, with the primary goal of qualifying leads and facilitating their transition into clients for partner law firms.

Responsibilities

• Lead Engagement: Serve as the initial point of contact for individuals and businesses seeking legal services; respond to inquiries received through digital marketing campaigns, website forms, and other communication channels.
• Information Gathering & Qualification: Collect and document relevant details about potential clients’ needs and circumstances; assess lead suitability using partner law firm criteria.
• Client Conversion: Guide qualified leads through the intake and engagement process to ensure a smooth, professional experience.
• Documentation & Data Management: Maintain accurate and detailed records of interactions, lead information, and conversion progress within the CRM system.
• Collaboration & Hand-off: Work with internal teams and partner law firms to ensure seamless client transition.
• Continuous Improvement: Participate in training and development to stay current on industry best practices, service offerings, and effective client communication strategies.

Requirements

• Proven experience in phone sales, customer service, or intake; legal or professional services industry experience is preferred.
• Foundational understanding of legal concepts or experience in a legal support role (e.g., paralegal, legal assistant) is considered an advantage.
• Exceptional verbal and written communication skills; ability to articulate information clearly and persuasively.
• Strong active listening skills to understand client needs and respond effectively.
• Excellent organizational and time-management skills to manage multiple leads and responsibilities efficiently.
• Proactive, self-motivated approach with the ability to thrive in a remote work environment with minimal direct supervision.
• Proficiency with CRM software and GSuite or similar productivity tools is a plus.
• A college diploma is preferred.
• Openness to feedback and willingness to adapt to evolving processes and client needs.
• Bilingual capabilities (e.g., Spanish/English) considered an asset.

Compensation & Benefits

• Fully remote work environment with flexibility and work-life balance.
• Competitive compensation package and team success bonuses.
• Opportunities for professional growth and development.
• Supportive, collaborative team culture.

Location

Fully remote