Client Intake Coordinator

What You'll Do - Be the first point of contact for new inquiries by phone, email, web form, and referral-and call every lead back the same day - Lead intake conversations that assess need, fit, and urgency, then book qualified consultations while the client is still on the phone - Own the referral tracker end to end and coordinate with co-counsel across a 50-state estate planning network - Manage the Owner's inbox: triage, reply in her voice, deliver a morning summary, and close every loop - Source, hire, onboard, and supervise a virtual assistant - Keep the office running-supplies, mail, visitors, and monthly Signing Day logistics - Partner on refining the firm's AI workflows, and flag anything that misses the mark Requirements

What You Bring - 3+ years in legal intake, executive assistant, client services, or legal operations - Warm, clear, plain-English communication-on the phone and in writing - Sound judgment about who's a fit and what comes first - Strong organization under competing priorities - Comfort with AI tools and eagerness to learn ours - An LGBTQ+-affirming spirit and the ability to represent our values authentically Bonus points for a paralegal or legal-admin background, legal CRM experience (we're moving to Monday.com), exposure to estate planning, probate, or family law intake, or experience managing a virtual assistant or direct report.

Benefits

What

We Offer - $60,000-$80,000 annually, based on experience - 100% employer-paid employee health premium - Paid time off and holidays - Performance and incentive bonuses - A collaborative, inclusive team living our core values: Moxie, Growth, Meaningful Joy, Perseverance, and Passion The Schedule Full-time and in-office at our Philadelphia office during standard business hours, plus one Saturday a month for Signing Days-with a floating day off that month to balance it out.

Being here in person matters: intake is relationship building, and presence is part of how the work gets done. How to Apply Please submit your resume for confidential consideration. A cover letter is not required with your initial application.

If selected for an interview, the firm may request a brief cover letter so you can share more about your interest in the position and how your experience aligns with the role. We will contact candidates who best meet the criteria for the position. All applications will be handled with discretion.