Legal Intake Coordinator
Atticus Lawyer Coaching
full-time
Posted on:
Location Type: Hybrid
Location: Medfield • Massachusetts • United States
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Salary
💰 $42,500 - $57,500 per year
About the role
- 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™
Requirements
- Warm, professional communicator who builds trust quickly.
- Organized, detail-oriented, and comfortable managing multiple priorities.
- Adaptable and proactive with strong independent judgment.
- Committed to clear communication and excellent client service.
- Maintains strict confidentiality in all client and firm matters.
- Experience in legal intake, client services in a law firm, or legal administrative support.
- Prior exposure to estate planning or estate administration preferred.
- Proficiency with Clio or similar case management software.
- Proficiency using Microsoft Office and Adobe Acrobat.
- Familiarity with YouCanBookMe, Mailchimp, or MyFirmData is a plus.
- Experience with generative AI tools preferred.
- High level of discretion and professionalism with sensitive information.
Benefits
- Health, dental, life, and disability insurance
- Three weeks of paid time off
- Paid holidays
- Simple IRA with employer match
- Professional development and team-building opportunities
- Hybrid work flexibility per firm policy
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
legal intakeclient servicesestate planningestate administrationcase management softwareKPI reportinggenerative AI tools
Soft Skills
warm communicatorprofessionalismorganizational skillsdetail-orientedadaptabilityproactiveindependent judgmentclear communicationclient servicediscretion