Client Liaison

atCAUSE Law Office; Clearwater (FL); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Unlimited PTO after one year

In-house training programs

Semi-Weekly paid meals for the office

Free snacks and drinks for the office

Job summary

atCAUSE Law Office is seeking an experienced Client Liaison in Florida to deepen client relationships and generate high-quality opportunities for the firm. The role focuses on cultivating advocacy from current and former clients and developing professional relationships with COIs such as financial advisors, CPAs, elder care professionals, and related service providers.

You will own the systems, cadence, and relationship development that turn trust into consistent, high-conversion opportunities

Qualifications

• 3+ years in relationship development or client advocacy.
• Demonstrated ability to build and maintain long-term professional relationships.
• Strong organizational skills and CRM discipline.

Responsibilities

• Conduct systematic outreach to current and closed clients through annual check-ins, life-event triggers, and thoughtful touchpoints.
• Request reviews, testimonials, and introductions at appropriate high-trust moments.
• Support the development of a light former-client community with updates and event invitations.
• Send packages and birthday cards to clients to keep connections alive.
• Identify, approach, and build long-term relationships with financial advisors, real estate groups, CPAs, elder law attorneys, hospice organizations, senior living communities, and related professionals.
• Host and attend lunch-and-learns, educational events, and local networking activities.
• Serve as the primary relationship owner for these external partners.
• Collaborate with Sales Consultants and Intake to support the highest-converting moments.
• Provide regular pipeline and activity reporting to the Director of Business Development and leadership.
• Ensure all activity remains fully compliant with Florida Bar rules (no fee-splitting, no paid referrals, no unauthorized practice of law).
• Spend 10-20% of time in the field building and maintaining relationships.
• Uphold the highest standards of confidentiality, ethics, and professionalism in all interactions.

Skills

Relationship building

CRM discipline

Networking

Independent work

Tools

CRM software

Job description

Please note: We are managing this search internally and are not accepting unsolicited contact from recruiters or staffing agencies.

About the Company

Here at atCAUSE Law Office We are the Non-Stuffy Attorneys. We are looking for an experienced Client Liaison to join us and add to our Non-Stuffiness! We were founded in 2020 during the height of Covid from the living room of our Managing Attorney, and now, we have 24 Staff and are on track to do 6.5 Million in revenue in 2026. Aligning our team to the goals of the firm so that we can share the benefits of our success with the people who helped get us there is something that we are very passionate about. A key part of that success is having an incredible relationship with our clients and our community, helping us to achieve our mission of "Transforming our clients' challenges into peace of mind with a warm, professional, and uplifting approach by delivering flawless legal services that inspire confidence".

About the Role

The Client Liaison is responsible for building and maintaining long-term relationships that generate high-quality opportunities for the firm. This role focuses on two primary areas: cultivating advocacy from current and former clients and developing professional relationships with Centers of Influence (COIs) such as financial advisors, CPAs, elder care professionals, and related service providers. The Client Liaison owns the systems, cadence, and relationship development that turn trust into consistent, high-conversion opportunities for atCAUSE Law.

Responsibilities:

• Conduct systematic outreach to current and closed clients through annual check-ins, life-event triggers, and thoughtful touchpoints.
• Request reviews, testimonials, and introductions at appropriate high-trust moments.
• Support the development of a light former-client community layer (updates, event invitations, and ongoing connection).
• Send packages and birthday cards, etc, to clients to keep us connected to the people we have helped.
• Identify, approach, and build long-term relationships with financial advisors, Real Estate groups, CPAs, elder law attorneys, hospice organizations, senior living communities, geriatric care managers, and other complementary professionals.
• Host and attend lunch-and-learns, educational events, and local networking activities.
• Serve as the primary relationship owner for these external partners.
• Collaborate with Sales Consultants and Intake to support the highest-converting moments
• Provide regular pipeline and activity reporting to the Director of Business Development and leadership.
• Ensure all activity remains fully compliant with Florida Bar rules (no fee-splitting, no paid referrals, no unauthorized practice of law).
• Spend 10-20% of time in the field building and maintaining relationships.
• Uphold the highest standards of confidentiality, ethics, and professionalism in all interactions.

Qualifications:

• 3+ years of experience in relationship development, community outreach, client advocacy, or professional network building (hospice/senior living liaison, wealth management relationship roles, nonprofit development, or similar preferred).
• Demonstrated ability to build and maintain long-term professional relationships.
• Strong organizational skills and CRM discipline.
• Comfortable working independently and spending significant time outside the office.
• Low-pressure, trust-based communication style.
• Experience in professional services, healthcare, or related fields is a plus.
• High integrity and comfort operating within ethical and regulatory guidelines.

Salary and Benefits:

• Salary would start between $75,000 and $80,000 per year
• Discretionary bonuses based on personal performance and firm profitability
• Relaxed atmosphere and dress code
• Unlimited PTO after one year
• In house training programs
• Semi-Weekly paid meals for the whole office
• Free snacks and drinks for the office staff

Equal Opportunity Statement:

atCause Law is an equal opportunity employer and does not discriminate on the basis of anyone's race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively fosters inclusion in all forms. We recognize that a multigenerational and multicultural workforce, reflective of our communities, is an integral and welcome part of a successful and ethical business.