Legal Intake & Client Engagement Specialist

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 Salary: $45,000 – $55,000 per year Type: Full-time, hybrid (40 hours per week). Bonus: Monthly bonus opportunities tied to meeting KPIs established for the position. 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. #J-18808-Ljbffr Lunn Law LLC