Referral and Drop Specialist

Legal Management Group; Región Centro; Presencial; MXN 681.000 - 1.192.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive USD salary

Career growth opportunities

Collaborative work environment

Strategic relationships in legal field

Onsite in Guadalajara or Tijuana

Descripción de la vacante

Legal Management Group is seeking a Referrals Specialist – Attorney Relations to manage attorney referral relationships and match cases with suitable partners. Onsite role in Guadalajara or Tijuana, Mexico, with a focus on building strategic legal connections and maintaining accurate referral records.

You will evaluate cases, expand the referral network, and collaborate with leadership to optimize processes while upholding ethical standards. Strong English and Spanish are preferred.

Formación

• 3+ years of experience in legal operations, attorney relations, business development, client services, or a related field.
• Strong understanding of the legal industry, including attorney specialties and court processes.
• Experience building professional relationships and managing external partnerships.
• Excellent research, analytical, and organizational skills.
• Outstanding written and verbal communication skills.
• Experience using CRM systems and legal research platforms.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional English proficiency is required.
• Bilingual Spanish is highly preferred.

Responsabilidades

• Attorney Referral Management: Evaluate potential referral cases and match with qualified attorneys based on practice area, experience, and client needs; Coordinate referral cases with smooth communication; Maintain documentation and tracking.
• Relationship Development: Build long-term relationships with attorneys and referral partners; Expand the referral network by researching high-quality professionals; Be primary contact for referral attorneys; Promote partnerships for mutual growth.
• Research & Case Evaluation: Research attorneys by practice area, trial history, settlements, and reputation; Maintain database of referral partners; Stay informed on market trends; Help leadership set referral criteria.
• Reporting & Collaboration: Monitor referral activity and outcomes; Prepare reports on performance; Collaborate with leadership and operations to improve processes; Ensure ethical standards.

Conocimientos

Relationship building

Research

Organizational skills

Written and verbal communication

Multi-tasking

Professional English

Bilingual Spanish

Herramientas

CRM systems

Legal research platforms

Descripción del empleo

Referrals Specialist – Attorney Relations

Department: Legal Operations
Location: Guadalajara, Jalisco or Tijuana, Baja California, Mexico
Work Setup: Onsite
Employment Type: Full-Time

About Us

At Legal Management Group, we are the exclusive talent acquisition and management partner for Farahi Law Firm, one of California's fastest-growing personal injury law firms. We are committed to ensuring every client receives the highest level of legal representation—even when a case falls outside our firm's scope. Our Attorney Relations team plays a vital role in connecting clients with trusted legal professionals while maintaining strong strategic partnerships throughout the legal community.

Why This Role Matters

As a Referrals Specialist, you will manage attorney referral relationships and ensure cases are matched with the right legal partners. This position requires strong relationship-building, research, and organizational skills, as well as an understanding of the legal industry and personal injury landscape.

Your work will directly impact client outcomes, strengthen our referral network, and contribute to the firm's long-term growth and reputation.

Key Responsibilities

Attorney Referral Management

• Evaluate potential referral cases that fall outside the firm's practice priorities or require specialized legal expertise.
• Match cases with qualified attorneys based on practice area, experience, litigation success, and client needs.
• Coordinate case referrals while ensuring smooth communication between all parties involved.
• Maintain accurate documentation and tracking of referral cases throughout the process.

Relationship Development

• Build and maintain long-term relationships with attorneys and referral partners.
• Expand the firm's referral network by researching and identifying high-quality legal professionals.
• Serve as the primary point of contact for referral attorneys regarding case expectations and collaboration.
• Promote strong partnerships that support mutual business growth and exceptional client service.

Research & Case Evaluation

• Research attorneys based on practice areas, trial experience, settlements, verdict history, reputation, and qualifications.
• Maintain and continuously update a database of trusted referral partners.
• Stay informed about legal market trends and attorney specialization changes.
• Assist leadership in developing referral criteria and best practices.

Reporting & Collaboration

• Monitor referral activity and track case outcomes.
• Prepare reports on referral performance and partnership effectiveness.
• Collaborate with legal leadership and operations teams to improve referral processes.
• Ensure referral activities align with ethical standards and internal policies.

Qualifications

• 3+ years of experience in legal operations, attorney relations, business development, client services, or a related field.
• Strong understanding of the legal industry, including attorney specialties and court processes.
• Experience building professional relationships and managing external partnerships.
• Excellent research, analytical, and organizational skills.
• Outstanding written and verbal communication skills.
• Experience using CRM systems and legal research platforms.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional English proficiency is required.
• Bilingual Spanish is highly preferred.

Preferred Qualifications

• Experience in personal injury law.
• Background in attorney referrals or legal business development.
• Strong sales, relationship management, or customer service experience.
• Knowledge of ethical standards related to legal referrals.
• Negotiation and stakeholder management skills.
• Strong strategic thinking and problem-solving abilities.

What We Offer

• Competitive compensation paid in USD
• Career growth opportunities within a rapidly expanding international organization
• Collaborative and professional work environment
• Opportunity to build strategic relationships within the legal industry
• Onsite position in either Guadalajara or Tijuana