In-Office Client Welcome & Engagement Specialist

Wedeking Law APC; Lakeside (CA); On-site; USD 28,929 - 39,950; Full time

Job summary

Wedeking Law APC in Santee, CA is seeking a Client Welcome Specialist to manage new and existing client follow-up from first contact through signed engagement and payment. This in-office, full-time role runs Monday–Friday, 9:00 am–5:30 pm, at $25.00 per hour.

You will handle inbound calls, conduct 15-minute discovery calls, and qualify potential clients, while booking consultations and guiding the lead pipeline in Lawmatics.

Qualifications

• Experience in law firm intake or similar client-conversion role.
• Strong follow-up skills and organizational abilities.
• Warm, authentic phone communication style.
• Ability to work Monday through Friday, 9:00 am–5:30 pm.

Responsibilities

• Answer inbound calls and conduct discovery calls to qualify potential clients.
• Follow up with seminar registrants, no-shows, and attendees who did not book.
• Respond to all inbound leads within one hour (web, email, social).
• Book consultations and manage the lead pipeline in Lawmatics.
• Confirm appointments and chase incomplete intake forms before meetings.
• Process payments and engagement agreements when a client moves forward.
• Nurture referral partnerships through calls, cards, emails, and events.
• Support social media and email marketing campaigns.

Skills

Client intake experience

CRM experience

Phone communication

Follow-up skills

Tools

Lawmatics

Clio

Job description

Wedeking Law APC in Santee, CA is seeking a Client Welcome Specialist to manage new and existing client follow-up from first contact through signed engagement and payment. This in-office, full-time role runs Monday–Friday, 9:00 am–5:30 pm, at $25.00 per hour.

You will handle inbound calls, conduct 15-minute discovery calls, and qualify potential clients, while booking consultations and guiding the lead pipeline in Lawmatics.