Client Engagement & Onboarding Case Manager

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

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