Legal Intake & Client Engagement Specialist

Job Description

Job Description

Seeking a Driven and Empathetic Client Engagement Specialist

Are you a skilled consultative sales professional who excels at building trust, uncovering needs, and guiding people toward the right solutions?

Lunn Law LLC is a growing, client-centered law firm focused on family law, estate planning, and probate matters. We are seeking an experienced Client Engagement Specialist to serve as a critical point of contact for our Potential New Clients (PNCs). In this role, you will listen to their stories, connect them to our firm’s value, and help them take the vital steps toward resolving their legal matters.

This is an opportunity for a relationship-driven professional who thrives on structured follow-up, consultative selling, and delivering an exceptional onboarding experience. The ideal candidate is comfortable discussing delicate personal matters, mapping out engagement strategies, and seamlessly transitioning new clients to our legal team.

If you are energized by closing the gap between a prospective client’s problem and our firm's solution, and you want to play a meaningful role in helping people through important life transitions, we would love to meet you.

The Role

This role serves as the critical bridge for PNCs after the attorney has provided guidance on issues and potential solutions. The role ensures that PNCs transition smoothly from receiving education about their concerns to actively pursuing resolution. Your mission is to actively follow up with PNCs, create strategic engagement plans, secure signed agreements, and ensure every new client experiences a warm, thorough onboarding process.

Compensation & Location

• Location: Fayetteville, GA

• Type: Full-Time, Hybrid (40 hrs/week)

• Salary: $45,000 – $55,000 / year + Upside Monthly KPI Bonus (Total Earnings Target: $60,000–$70,000+)

Firm Perks & Benefits

We believe great work happens when people feel supported, trusted, and equipped to succeed. Here are a few of the perks you can expect at Lunn Law LLC:

• Health coverage: Medical, Dental, and Vision insurance options.

• 401(k) with matching: Save for the future with a company-sponsored retirement plan and employer match.

• Life Insurance: Employer-provided coverage for added peace of mind.

• Paid Holidays and Paid Time Off (PTO): Recharge with paid time away from work.

• Paid Parental Leave: We support new parents by providing paid leave to bond with their child and balance work and family life.

• Short-Term Disability: If you encounter a medical issue that prevents you from working temporarily, our short-term disability coverage will provide essential financial support.

• Military Leave: We honor and support our employees who serve or have served, offering leave for active-duty military service or related responsibilities.

• Meaningful work: Help clients through pivotal family law, estate planning, and probate matters that genuinely change lives.

• Process-minded culture: We value clarity, accountability, and documented procedures.

• Team environment: Collaborate with professionals who care about clients and about doing things the right way.

How to Apply

We are committed to helping individuals grow, but we require an experienced candidate who can hit the ground running from day one with minimal training. Attention to detail is critical in this role. Please carefully follow the application instructions below so we can evaluate your fit:

Prepare a cover letter with no more than TWO paragraphs and a closing sentence.

• Paragraph 1: Explain what you believe are the 3 most important qualities needed in someone who conducts consultative sales for a family law, estate planning, and probate firm, and why.

• Paragraph 2: Explain why you applied to this particular ad.

Closing Sentence Must read exactly: “I have read the instructions contained in the job posting and have followed the instructions.”

Email your resume and cover letter in PDF format to View email address on us.fitly.work.

The subject line must be your LAST NAME (all caps), followed by the position you are applying for (lowercase), followed by one word that describes you (all caps).

Example: SMITH client engagement specialist EMPATHETIC

Compensation:

$45,000 - $55,000 yearly

Responsibilities:

• Consultative Sales: Conduct in-depth consultations with PNCs to understand their unique situations, demonstrate empathy, and clearly communicate how the firm can solve their legal issues.

• PNC Follow-Up & Engagement: Develop and execute strategic follow-up plans to keep PNCs engaged with the firm. Maintain a rigorous and consistent pipeline of communication via phone, email, and text.

• Agreement Execution: Prepare, send, and follow up on retainer agreements and payment links, ensuring all documentation is completed accurately and promptly.

• Client Onboarding: Conduct comprehensive onboarding for all newly retained clients. Ensure they understand the next steps, gather initial documentation, and facilitate a smooth, welcoming handoff to the legal team.

• Pipeline Management: Keep detailed, meticulously updated records of all PNC interactions and conversion metrics within the firm's CRM.

Qualifications:

You may be our new Legal Intake & Client Engagement Specialist if:

• Sales Background: 2+ years of proven success in consultative sales, high-ticket customer success, or professional services intake.

• Empathy & Communication: Exceptional active listening skills with the ability to handle sensitive, emotionally charged family law and probate situations with poise and discretion.

• Closing Ability: Comfortable discussing fees, addressing objections, and directly asking for the commitment when there is a mutual fit.

• Process & Tech-Minded: Organized, attentive to detail, and comfortable working within CRM tools and structured workflows.

• Prior legal intake experience in family law, estate planning, and/or probate is a plus, but strong consultative sales skills are primary.

About Company

Lunn Law LLC is a fast-growing and award-winning law firm that offers expert legal counsel to Metro Atlanta residents with 60+ years of experience. We provide expert advice and representation for family law, estate planning, and probate cases. Our goal is to meet the client's objectives with compassion and attention to detail. Our offices are located in Fayetteville and Jonesboro, GA.

Core Values:

• WE ARE RESPONSIBLE for what we are responsible for.

• WE REDEFINE LAW FIRMS - We are honest, ethical, and cutting-edge with technology.

• STRIVING TO SET THE STANDARD to always improve.

• GOOD PEOPLE ARE OUR IDEAL CLIENT - We want to help good people have better lives and protect what matters most.

• GROWTH IS A MINIMUM REQUIREMENT - Helping more good people each year is a minimum requirement.

• WE CARE about clients, the team, and the firm.