Hybrid Legal Intake Coordinator

at Atticus Lawyer Coaching

• Job title: Legal Intake Coordinator
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $42,500 - $57,500 per year
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Medfield, United States

About the role

• Legal Intake Coordinator overseeing client interactions and supporting attorneys at Borchers Cusano Trust Law, P.C. Manage intake processes, administrative workflows, and client engagement.

Responsibilities

• 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