WizeHire, Inc
Robinson and Casey, PLLC • Boca Raton , FL , US
Posted 2 days ago
Description
At Robinson & Casey, our Case Specialists connect with families at the moment clarity is needed most- when questions turn into decisions. We are a highly specialized law firm focused exclusively on the Marchman Act and Guardianship cases, serving families during some of the most difficult moments of their lives. This is not high-volume intake for a general practice. This is meaningful work with real impact. What You’ll Do
As a Case Specialist, you will serve as the primary point of contact for prospective clients, guiding them through their initial questions and helping determine whether our firm is the right fit for their situation. You will gather key facts, explain next steps, and connect families with the appropriate legal pathway, all with empathy, professionalism, and clarity. Key responsibilities include: Handling consultations with families seeking help with addiction or incapacity matters Conducting structured consult calls to assess eligibility and urgency Educating families on the Marchman Act and Guardianship options Accurately documenting information in our CRM and case management systems Coordinating next steps with attorneys, client concierge, and legal staff Maintaining professionalism and compassion in high-emotion conversations Who You Are
You are calm under pressure and emotionally intelligent You can balance empathy with structure and process You communicate clearly and confidently by phone and in writing You are detail-oriented and comfortable working with systems and scripts You thrive in a role with high accountability and clear expectations You understand that accuracy and follow-through matter Experience & Skills
Prior experience in sales, case management, or client services required Comfortable with call volume and performance metrics Tech-savvy and able to learn CRM and legal software quickly Prior legal, healthcare, or social services experience preferred Why Robinson & Casey
Purpose-driven work that changes lives A focused, expert practice (we are not generalists) Structured training and clear performance standards A supportive, collaborative team environment Leadership that values precision, professionalism, and growth Please note that prior sales experience is required, preferably in the legal field and/or addiction/mental health industry. This position is hybrid with some in-person responsibilities in Boca Raton, FL. office. Responsibilities
The Case Specialist will conduct in-depth meetings with prospective new clients (PNCs) for the purpose of selling legal services. During these meetings, the Case Specialist will: Follow policies and procedures on how to communicate with PNCs in the most effective and compassionate manner. Collect information about the PNCs and the matters for which they are seeking the Firm’s help. Assure the PNCs that the Firm’s attorneys and staff will be able to help them. Show compassion and empathy for their situation. Provide a general description of the Firm’s services in the area where the PNC needs help. The Case Specialist will oversee the client onboarding process: Create the Engagement Agreement and accept payment, interacting with the attorney for acceptance of the contract. Send emails to the appropriate parties within the firm to start a new case. The ability to collaborate effectively with our team is crucial, requiring passion and the skill to tailor solutions to meet clients' unique needs and objectives. Please note that this is an individual contributor role working closely with a team. No management responsibilities included. The Case Specialist will stay in contact with PNCs who do not appear for their consultation, and PNCs who do not sign up after their initial consultation, to keep the door open for them to come in when they are ready. The Case Specialist will keep detailed records regarding consultations. The Case Specialist will actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on “front-line” experience. Qualifications
5 years of experience in sales of products or services, luxury or high-end products and services is required. A proven track record using a consultative sales approach is required. Education and/or work experience equivalent to a bachelor’s degree. Strong interest in consultative solutions selling. Experience with CRM, particularly reporting, is required. Knowledge of the legal industry is an asset. Compensation $85,000 - $95,000 About Robinson and Casey, PLLC Why This Role Is Different
You’ll recruit for a mission-driven firm with meaningful work You’ll contribute to building sustainable recruiting systems and pipelines Your work will have a meaningful impact on the firm and the families we serve What We Offer
Competitive compensation A structured, growth-focused environment with clear expectations The opportunity to contribute to something meaningful and well-run
#J-18808-Ljbffr
At Robinson & Casey, our Case Specialists connect with families at the moment clarity is needed most- when questions turn into decisions. We are a highly specialized law firm focused exclusively on the Marchman Act and Guardianship cases, serving families during some of the most difficult moments of their lives. This is not high-volume intake for a general practice. This is meaningful work with real impact. What You’ll Do
As a Case Specialist, you will serve as the primary point of contact for prospective clients, guiding them through their initial questions and helping determine whether our firm is the right fit for their situation. You will gather key facts, explain next steps, and connect families with the appropriate legal pathway, all with empathy, professionalism, and clarity. Key responsibilities include: Handling consultations with families seeking help with addiction or incapacity matters Conducting structured consult calls to assess eligibility and urgency Educating families on the Marchman Act and Guardianship options Accurately documenting information in our CRM and case management systems Coordinating next steps with attorneys, client concierge, and legal staff Maintaining professionalism and compassion in high-emotion conversations Who You Are
You are calm under pressure and emotionally intelligent You can balance empathy with structure and process You communicate clearly and confidently by phone and in writing You are detail-oriented and comfortable working with systems and scripts You thrive in a role with high accountability and clear expectations You understand that accuracy and follow-through matter Experience & Skills
Prior experience in sales, case management, or client services required Comfortable with call volume and performance metrics Tech-savvy and able to learn CRM and legal software quickly Prior legal, healthcare, or social services experience preferred Why Robinson & Casey
Purpose-driven work that changes lives A focused, expert practice (we are not generalists) Structured training and clear performance standards A supportive, collaborative team environment Leadership that values precision, professionalism, and growth Please note that prior sales experience is required, preferably in the legal field and/or addiction/mental health industry. This position is hybrid with some in-person responsibilities in Boca Raton, FL. office. Responsibilities
The Case Specialist will conduct in-depth meetings with prospective new clients (PNCs) for the purpose of selling legal services. During these meetings, the Case Specialist will: Follow policies and procedures on how to communicate with PNCs in the most effective and compassionate manner. Collect information about the PNCs and the matters for which they are seeking the Firm’s help. Assure the PNCs that the Firm’s attorneys and staff will be able to help them. Show compassion and empathy for their situation. Provide a general description of the Firm’s services in the area where the PNC needs help. The Case Specialist will oversee the client onboarding process: Create the Engagement Agreement and accept payment, interacting with the attorney for acceptance of the contract. Send emails to the appropriate parties within the firm to start a new case. The ability to collaborate effectively with our team is crucial, requiring passion and the skill to tailor solutions to meet clients' unique needs and objectives. Please note that this is an individual contributor role working closely with a team. No management responsibilities included. The Case Specialist will stay in contact with PNCs who do not appear for their consultation, and PNCs who do not sign up after their initial consultation, to keep the door open for them to come in when they are ready. The Case Specialist will keep detailed records regarding consultations. The Case Specialist will actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on “front-line” experience. Qualifications
5 years of experience in sales of products or services, luxury or high-end products and services is required. A proven track record using a consultative sales approach is required. Education and/or work experience equivalent to a bachelor’s degree. Strong interest in consultative solutions selling. Experience with CRM, particularly reporting, is required. Knowledge of the legal industry is an asset. Compensation $85,000 - $95,000 About Robinson and Casey, PLLC Why This Role Is Different
You’ll recruit for a mission-driven firm with meaningful work You’ll contribute to building sustainable recruiting systems and pipelines Your work will have a meaningful impact on the firm and the families we serve What We Offer
Competitive compensation A structured, growth-focused environment with clear expectations The opportunity to contribute to something meaningful and well-run
#J-18808-Ljbffr