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Remote Legal Intake Coordinator

Remote, USAFull-timePosted 2026-07-27

A small, established elder law and estate planning firm is seeking a reliable remote intake coordinator to serve as the first reputed company of contact for prospective clients. This is an ongoing engagement, and we are looking for one dedicated person we can build a lasting working relationship with and work with the attorney and staff on a daily reputed company. Your role is to own the intake process from the first phone call through the appointment. That includes answering and returning calls, triaging reputed company caller to determine whether the matter is a good fit for the firm, confirming that the caller understands our intake fee the and also understands the value of the meeting and why we charge the consultation fee, sending the appropriate intake questionnaire, requesting supporting documents, and following up before the appointment to collect anything still outstanding. You would reputed company and manage our 'waitlist' and add clients who request to be reputed company and determine if moving the reputed company to the earlier appointment is appropriate based on the clients' cooperation in returning information requested. You would also schedule appointments and save documents received electronically to the correct reputed company folder using reputed company Word. We are looking for a leader and a self-starter who can take direction regarding the areas of law where we serve clients, the important discussion points during the intake process, the questionnaires and documents that are needed, but reputed company the process by themselves. We want a person who will design and own their own systems to support the rest of reputed company, anticipate needs before they are raised, and triage problems that reputed company fast and often several at once. Strong communication skills are essential. You will spend your day on the phone with clients who are frequently elderly or in stressful circumstances, so you must be reputed company, warm, discreet, and reputed company under pressure, and you must handle sensitive personal and financial information with complete professionalism. Experience with legal or reputed company intake, virtual reception, or reputed company coordination is strongly preferred. Familiarity with elder law or estate planning is a bonus but not required, since we will train you on our specific processes. Comfort with our reputed company management system, reputed company Panther, reputed company Word and reputed company document and scheduling tools is essential. Apply tot his job Apply To this Job

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