What are the responsibilities and job description for the Legal Intake & Retention Specialist position at Ascension Global Staffing & Executive Search?
Our client is a boutique law firm in Coral Gables serving clients in real estate transactions and general litigation. The firm is known for its personalized approach and is seeking a driven, polished professional to own the client conversion process from first contact to retained.
The Role
This is not a traditional receptionist or paralegal role. The Legal Intake & Client Retention Specialist is the firm's first voice and closer. You will take warm leads from the intake clerk, consult with prospective clients, present the firm's services compellingly, and guide them through the full onboarding process: retainer, payment, and beyond. The attorney stays focused on the law. You keep the pipeline full and the clients moving.
What You'll Do
- Receive incoming leads from the intake clerk and conduct client consultations
- Clearly communicate the firm's services, value, and fee structure
- Convert prospective clients into retained clients
- Prepare and send retainer agreements
- Collect and process initial payments
- Maintain accurate records of all intake activity and follow up on pending leads
- Serve as the primary point of contact through the onboarding phase
What You Bring
- Prior experience in a law firm, legal sales, or client-facing intake role strongly preferred
- Exceptional communication skills — warm, confident, and persuasive on the phone
- Familiarity with real estate or litigation matters is a plus
- Ability to explain legal services clearly without practicing law
- Comfortable handling payment processing and retainer documentation
- Highly organized, self-directed, and accountable
- Bilingual English/Spanish a strong plus given the Coral Gables market
Compensation
Competitive base salary commensurate with experience.