Client Engagement & Onboarding Specialist

Cornerstone Practice Management LLC; Annapolis (MD); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health/Dental insurance

PTO

401K

Breakfast/Lunch provided daily

Job summary

Frost Law in Annapolis is seeking a motivated intake professional to guide prospective clients from first contact to signed engagements. You will handle high-volume inbound and outbound calls, conduct intake conversations, and coordinate early-stage documentation in a fast-paced law firm environment.

Ideal candidates bring 2+ years in customer service, strong communication, and proficiency with Google Workspace, HubSpot, or Clio.

Qualifications

• Willingness to work in-office.
• High call volume experience, inbound and outbound.
• Demonstrated empathy and professionalism in previous roles.
• Document drafting skills.
• Ability to adapt to rapidly changing work environments.
• Outstanding interpersonal, communication, organizational, and problem-solving skills.

Responsibilities

• Engage leads quickly and personally. Serve as the first point of contact for prospective clients across all communication channels.
• Run consultative intake conversations. Conduct scheduled intake appointments and gather needed information.
• Assess fit and guide next steps. Evaluate viability and match callers with the best attorney.
• Follow up consistently and proactively. Own the follow-up process with timely outreach.
• Move prospects to signed engagements. Guide clients through engagement and signings.
• Coordinate signatures and approvals. Manage collection and distribution of approvals and executed agreements.
• Process initial retainers. Use electronic payment systems to collect retainers.
• Draft and verify documents. Prepare and verify legal and financial documents for accuracy.
• Run conflict checks. Follow conflict-check protocols before engagement.
• Keep meticulous records. Use CRM to track interactions and status.
• Keep learning. Participate in guided and self-directed training.

Skills

2+ years CS experience

Google Workspace

HubSpot

Clio

Excellent communication

Document drafting

Tools

Google Workspace

HubSpot

Clio

Job description

Frost Law in Annapolis is seeking a motivated intake professional to guide prospective clients from first contact to signed engagements. You will handle high-volume inbound and outbound calls, conduct intake conversations, and coordinate early-stage documentation in a fast-paced law firm environment.

Ideal candidates bring 2+ years in customer service, strong communication, and proficiency with Google Workspace, HubSpot, or Clio.