Legal Intake & Client Engagement Specialist

Lunn Law LLC; Fayetteville (GA); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health coverage

401(k) with matching

Life Insurance

PTO & Holidays

Parental Leave

Short-Term Disability

Military Leave

Meaningful work

Process-minded culture

Team environment

Job summary

Lunn Law LLC in Fayetteville, GA is seeking a driven Client Engagement Specialist to bridge gaps between prospective clients and the legal team. You will listen to stories, map engagement plans, and guide PNCs toward resolution with empathy and consultative selling.

This full-time hybrid role offers $45,000–$55,000 yearly, with an upside KPI bonus, and a benefits package including health coverage, 401(k) matching, life insurance, PTO, parental leave, and more.

Qualifications

• 2+ years of proven success in consultative sales, high-ticket customer success, or professional services intake.
• Exceptional active listening skills with poise handling sensitive family law matters.

Responsibilities

• Consultative sales: conduct in-depth consultations with PNCs to understand their situations and communicate how the firm can help.
• PNC follow-up & engagement: maintain a rigorous communication pipeline via phone, email, and text.
• Agreement execution: prepare, send, and follow up on retainer agreements and payments.
• Client onboarding: onboard newly retained clients and facilitate handoff to the legal team.
• Pipeline management: keep detailed CRM records of PNC interactions and metrics.

Skills

Sales background

Empathy & communication

Closing ability

Process & tech-minded

Legal intake experience (plus)

Job description

Seeking a Driven and Empathetic Client Engagement Specialist

Are you a skilled consultative sales professional who excels at building trust, uncovering needs, and guiding people toward the right solutions?

Lunn Law LLC is a growing, client-centered law firm focused on family law, estate planning, and probate matters. We are seeking an experienced Client Engagement Specialist to serve as a critical point of contact for our Potential New Clients (PNCs). In this role, you will listen to their stories, connect them to our firm’s value, and help them take the vital steps toward resolving their legal matters.

This is an opportunity for a relationship-driven professional who thrives on structured follow‑up, consultative selling, and delivering an exceptional onboarding experience. The ideal candidate is comfortable discussing delicate personal matters, mapping out engagement strategies, and seamlessly transitioning new clients to our legal team.

If you are energized by closing the gap between a prospective client’s problem and our firm's solution, and you want to play a meaningful role in helping people through important life transitions, we would love to meet you.

The Role

This role serves as the critical bridge for PNCs after the attorney has provided guidance on issues and potential solutions. The role ensures that PNCs transition smoothly from receiving education about their concerns to actively pursuing resolution. Your mission is to actively follow up with PNCs, create strategic engagement plans, secure signed agreements, and ensure every new client experiences a warm, thorough onboarding process.

Compensation & Location

• Location: Fayetteville, GA
• Type: Full-Time, Hybrid (40 hrs/week)
• Salary: $45,000 – $55,000 / year + Upside Monthly KPI Bonus (Total Earnings Target: $60,000–$70,000+)

Firm Perks & Benefits

• Health coverage: Medical, Dental, and Vision insurance options.
• 401(k) with matching: Save for the future with a company-sponsored retirement plan and employer match.
• Life Insurance: Employer-provided coverage for added peace of mind.
• Paid Holidays and Paid Time Off (PTO): Recharge with paid time away from work.
• Paid Parental Leave: We support new parents by providing paid leave to bond with their child and balance work and family life.
• Short-Term Disability: If you encounter a medical issue that prevents you from working temporarily, our short-term disability coverage will provide essential financial support.
• Military Leave: We honor and support our employees who serve or have served, offering leave for active-duty military service or related responsibilities.
• Meaningful work: Help clients through pivotal family law, estate planning, and probate matters that genuinely change lives.
• Process-minded culture: We value clarity, accountability, and documented procedures.
• Team environment: Collaborate with professionals who care about clients and about doing things the right way.

Compensation

$45,000 - $55,000 yearly

Qualifications

• You may be our new Legal Intake & Client Engagement Specialist if:
• Sales Background: 2+ years of proven success in consultative sales, high-ticket customer success, or professional services intake.
• Empathy & Communication: Exceptional active listening skills with the ability to handle sensitive, emotionally charged family law and probate situations with poise and discretion.
• Closing Ability: Comfortable discussing fees, addressing objections, and directly asking for the commitment when there is a mutual fit.
• Process & Tech-Minded: Organized, attentive to detail, and comfortable working within CRM tools and structured workflows.
• Prior legal intake experience in family law, estate planning, and/or probate is a plus, but strong consultative sales skills are primary.

Responsibilities

• Consultative Sales: Conduct in-depth consultations with PNCs to understand their unique situations, demonstrate empathy, and clearly communicate how the firm can solve their legal issues.
• PNC Follow-Up & Engagement: Develop and execute strategic follow-up plans to keep PNCs engaged with the firm. Maintain a rigorous and consistent pipeline of communication via phone, email, and text.
• Agreement Execution: Prepare, send, and follow up on retainer agreements and payment links, ensuring all documentation is completed accurately and promptly.
• Client Onboarding: Conduct comprehensive onboarding for all newly retained clients. Ensure they understand the next steps, gather initial documentation, and facilitate a smooth, welcoming handoff to the legal team.
• Pipeline Management: Keep detailed, meticulously updated records of all PNC interactions and conversion metrics within the firm's CRM.