Case Managers

Leeds Professional Resources; Town of Florida (NY); On-site; USD 42,000 - 66,000; Full time

Job summary

Leeds Professional Resources is assisting a Florida-based family law firm seeking a Case Manager to help prospective clients move forward with legal services. The role focuses on building relationships, answering questions, explaining the engagement process, addressing concerns, and guiding clients through the decision‑making process with professionalism and empathy.

The position emphasizes client consultations, conversion, and proactive pipeline management, ensuring timely follow-up and

Responsibilities

• Speak with prospective clients following their initial inquiry or consultation.
• Build trust, understand client needs, and explain how the firm's services can help.
• Review engagement details, payment information, and next steps.
• Confidently ask for the client's commitment and assist with onboarding.
• Address questions and concerns related to cost, timing, or other factors influencing their decision.
• Provide guidance in a professional, ethical, and consultative manner.
• Manage prospective clients from initial handoff through engagement or closure.
• Maintain consistent follow-up through phone, email, text, and other approved communication channels.
• Keep accurate records of client interactions and next steps.
• Ensure prospects receive timely communication and a positive experience throughout the process.

Job description

Job Description

Job Description

About the Firm

Our client is a growing Florida-based family law firm serving clients throughout the state. The firm is focused on delivering exceptional client service while continuing to expand its operations and support teams. Their culture is built on professionalism, accountability, compassion, and a commitment to continuous improvement.

Position Summary

The Case Manager plays a key role in helping prospective clients move forward with legal services. This person will build relationships with potential clients, answer questions, explain the engagement process, address concerns, and guide them through the decision-making process with professionalism and empathy.

Key Responsibilities

Client Consultations & Conversion

• Speak with prospective clients following their initial inquiry or consultation.
• Build trust, understand client needs, and explain how the firm's services can help.
• Review engagement details, payment information, and next steps.
• Confidently ask for the client's commitment and assist with onboarding.
• Address questions and concerns related to cost, timing, or other factors influencing their decision.
• Provide guidance in a professional, ethical, and consultative manner.

Follow-Up & Pipeline Management

• Manage prospective clients from initial handoff through engagement or closure.
• Maintain consistent follow-up through phone, email, text, and other approved communication channels.
• Keep accurate records of client interactions and next steps.
• Ensure prospects receive timely communication and a positive experience throughout the process.