Atticus Lawyer Coaching

Attorney

• Conduct intake and consultation calls, assess client needs and refer out when appropriate, schedule attorney meetings, send invoices, draft consultation notes in Clio, and coordinate thank-you notes for referring COIs.
• Create and maintain records and pending matters in Clio, send Master Services Agreements prior to meetings, follow up on next steps, and coordinate handoffs to the paralegal team.
• Track intake metrics and generate related KPI reports
• Manage communications, billing, scheduling, reporting, and coordination with internal teams related to TrustSupport™

Legal Intake Coordinator

• Handle sophisticated matrimonial and family law matters with meaningful responsibility
• Operate with autonomy in case strategy and client management
• Participate in the firm’s long-term planning and growth, without pressure to generate business
• Build toward a leadership role for attorneys interested in shaping a boutique practice

• Assess Medicaid eligibility and guide clients through spend-down strategies
• Develop asset protection plans including transfers, trusts, annuities, and exempt resource planning
• Draft Medicaid planning documents including caregiver agreements and personal services contracts
• Prepare and file Medicaid applications, renewals, and appeals
• Communicate with state agencies and represent clients in Medicaid hearings as appropriate
• Draft estate planning documents including wills, trusts, and powers of attorney
• Guide clients and families through long-term care decisions with empathy and clarity
• Collaborate with team members and clients’ outside professionals to provide seamless support
• Maintain steady communication with clients to ensure they feel informed, supported, and prepared throughout the process
• Track deadlines, application timelines, and documentation requirements with precision

Medicaid Planning Attorney

Account Executive

• Build long-term relationships with attorneys and law firm decision-makers.
• Conduct outbound calls, emails, and follow-ups to engage potential clients and promote coaching programs and events.
• Use a consultative sales approach to uncover client needs, present solutions, and guide attorneys through the decision-making process.
• Promote and attend live and virtual events, workshops, and seminars to generate and nurture leads.
• Manage your pipeline with accuracy, keeping detailed activity records in the CRM.
• Travel occasionally for events, client meetings, and industry conferences.

Legal Intake Coordinator

Attorney

Medicaid Planning Attorney

Sales Executive – Legal Coaching Services