Legal Intake & Client Conversion Specialist

AbroadWorks; United States; Remote; USD 50,000 - 80,000; Full time

Job summary

AbroadWorks, Inc. is seeking a Legal Intake & Client Conversion Specialist to convert qualified potential clients into signed retainers through consultative sales, effective objection handling, and diligent follow-up.

The role requires a confident closer who can build trust, communicate the value of legal services, and guide prospects toward engagement. You will own assigned leads, manage the retainer pipeline, and work toward clear outcomes, while maintaining an exceptional client experience

Qualifications

• Requires 2+ years in sales, inside sales, or customer-focused roles.
• Bilingual English/Spanish proficiency in speaking, reading, and writing.
• Experience with CRM platforms; HubSpot preferred.
• Ability to close, handle objections, and guide clients to sign.
• Strong organizational skills and meticulous note keeping.

Responsibilities

• Convert qualified potential clients into signed retainers through close conversations.
• Explain services, retainers, and next steps using approved scripts.
• Build rapport, address questions and objections, and ask for signature.
• Follow-up via calls, SMS, and email to close opportunities.
• Maintain accurate CRM notes and retainer statuses.

Skills

Sales and Closing

Client Communication

Persistence and Accountability

Results-Driven

Organization and Attention to Detail

Teamwork and Adaptability

Tools

HubSpot

Job description

The Legal Intake & Client Conversion Specialist is responsible for converting qualified potential clients into signed clients through consultative sales, effective objection handling, and consistent follow-up. This role requires a confident closer who can build trust, communicate the value of legal services, address client concerns, and guide potential clients toward signing a retainer agreement.

The ideal candidate is results-driven, persistent, organized, and accountable, with a strong focus on conversion goals and client experience. Success requires taking ownership of assigned leads, managing the retainer pipeline, and following through until each opportunity reaches a clear outcome.

Key Attributes

• Sales and Closing: Confidently leads sales conversations, handles objections, and asks for the commitment.
• Client Communication: Builds rapport and communicates clearly, professionally, and empathetically.
• Persistence and Accountability: Owns assigned opportunities and follows through consistently.
• Results-Driven: Motivated by measurable goals, conversion rates, and signed retainers.
• Organization and Attention to Detail: Prioritizes outreach, manages multiple opportunities, and maintains accurate records.
• Teamwork and Adaptability: Collaborates with colleagues, applies coaching, and contributes to continuous improvement.

Key Responsibilities

Sales, Client Enrollment, and Retainer Conversion

• Convert qualified potential clients into signed clients through effective sales conversations and closing techniques.
• Explain legal services, retainer agreements, and next steps using approved scripts and procedures.
• Build rapport, address questions and objections, communicate value, and confidently ask for the signature.
• Aim to secure signed retainers during the initial conversation whenever possible.

Follow-Up and Pipeline Management

• Conduct outbound calls, SMS messages, and email outreach to engage potential clients and close outstanding retainer opportunities.
• Follow established outreach cadences and prioritize outstanding retainers to prevent qualified opportunities from stalling.
• Identify barriers to signing, establish clear next steps, and follow through on client commitments.
• Maintain accurate notes, contact records, task completion, and retainer statuses in the CRM.

Performance and Team Collaboration

• Meet established daily, weekly, and monthly signed-retainer, conversion, and outreach goals.
• Monitor pipeline activity, identify conversion barriers, and adjust follow-up and closing strategies to improve results.
• Apply coaching, share effective practices, and communicate recurring client concerns or process improvement opportunities.
• Follow organizational policies, approved scripts, communication guidelines, and ethical standards in all client interactions.

Requirements and Qualifications

• At least two years of experience in sales, inside sales, phone sales, client enrollment, legal intake, or a customer-focused call center environment.
• Required: Bilingual English/Spanish proficiency in speaking, reading, and writing.
• Demonstrated sales, closing, objection-handling, and client communication skills.
• Confidence communicating with clients by phone, SMS, and email.
• Strong organizational skills, attention to detail, and the ability to manage multiple leads and follow-up tasks.
• Experience with CRM platforms; HubSpot experience preferred.
• Ability to work independently, collaborate effectively, and perform in a fast-paced, goal-driven environment.
• Professionalism, persistence, accountability, and the ability to balance conversion goals with ethical, client-focused communication.

Preferred Qualifications

• Experience in sales closing, legal intake, automotive customer service, vehicle warranty services, consumer advocacy, or a related industry.
• Experience explaining service agreements, contracts, or enrollment documents.

What Success Looks Like

A successful specialist consistently converts qualified opportunities into signed retainers, meets established performance goals, maintains a well-managed pipeline, and completes timely, documented follow-up. They demonstrate ownership, urgency, effective closing skills, and a commitment to a professional client experience.