Case Specialist

At Robinson & Casey, our Case Specialists connect with families who are in crisis mode. 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 on people’s lives.

Position Summary

Robinson & Casey is seeking a high-impact Case Specialist with elite consultative sales ability and the presence to guide families through critical, time-sensitive decisions. This is not an entry-level role and not a traditional intake position. This is a mission-driven closer role designed for professionals who can follow a proven sales process to qualify and close.

You do not need a behavioral health background. We will teach you the legal and clinical context. You must be coachable and thrive in an accountability-driven environment to be successful. We use a systematic sales process, which has created a 40%+ closing rate that must be methodically followed.

The Case Specialist partners with prospective clients post-intake to conduct case consultations, address concerns, and convert qualified opportunities into retained matters.

If you have succeeded in high-trust, high-ticket consultative sales and are ready to apply those skills in work that truly matters, this role was built for you.

What Makes This Role Different

• You are not cold calling. You are working with qualified, high-intent families.
• You are not selling a commodity. You are guiding families through life-changing legal interventions.
• You are not operating alone. You are supported by a specialized legal team and client concierge model.
• You are not transactional. You are consultative, empathetic, decisive, and trusted in moments that matter.

Core Responsibilities

Consultative Case Conversion

• Conduct scheduled case consultations with qualified prospective clients following intake.
• Quickly build trust and establish credibility with families in high-stakes situations.
• Clearly explain Robinson & Casey’s services in a structured, confident manner.
• Navigate objections thoughtfully while maintaining rapport.
• Confidently guide families to timely engagement decisions.
• Consistently achieve and exceed individual conversion and revenue targets.

Pipeline & CRM Discipline

• Maintain meticulous CRM documentation and follow-up cadence.
• Track all consultations, outcomes, and next steps in accordance with firm standards.
• Ensure no qualified opportunity goes cold.

Client Experience Excellence

• Set clear expectations with families regarding process and timelines.
• Partner closely with the Client Concierge team for seamless handoff post-retainer.
• Uphold the firm’s reputation for professionalism, responsiveness, and compassion.

Market Intelligence

• Provide feedback on objections, trends, and conversion barriers.
• Identify opportunities to strengthen messaging and positioning.

$60,000 - $150,000 yearly

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