Legal Intake & Operations Coordinator - Estate Planning & Family Law Support

Job Summary
We are seeking a dynamic and detail-oriented Legal Intake & Operations Coordinator specializing in Estate Planning and Family Law support. In this pivotal role, you will serve as the first point of contact for prospective clients, efficiently managing legal intake processes while supporting the firm’s operational needs. Your energetic approach and organizational prowess will ensure smooth case flow, accurate document handling, and seamless communication across teams. This position offers an exciting opportunity to contribute to a busy law office dedicated to providing exceptional legal services in estate planning, family law, and related practice areas.

Responsibilities

• Conduct initial client interviews via phone or online to gather case information and determine service eligibility, ensuring a positive client experience.
• Manage legal case intake workflows using document management systems such as Lawmatics and MyCase, ensuring all client data is accurately entered and maintained.
• Coordinate with attorneys and paralegals to prioritize cases, schedule consultations, and facilitate timely follow-up actions.
• Assist with legal research and drafting across various practice areas including estate planning, family law, and probate law.
• Support document review, drafting, proofreading, transcription, and legal writing tasks to ensure accuracy and compliance with firm standards.
• Maintain organized filing systems—both physical and electronic—using document management systems like Westlaw and LexisNexis for efficient retrieval of legal research materials.
• Provide administrative support including data entry, phone etiquette management, scheduling appointments, binder preparation, notarizations, and handling clerical tasks to keep office operations running smoothly.

Skills

• Extensive knowledge of estate planning and family laws and procedures.
• Strong project management skills with the ability to juggle multiple priorities efficiently.
• Experience with legal case management software such as Lawmatics, MyCase; proficiency in document review and legal research tools.
• Excellent interviewing skills coupled with professional phone etiquette to foster positive client interactions.
• Demonstrated organizational skills with meticulous attention to detail in document management and data entry tasks.
• Proven ability to draft clear legal documents, contracts, and correspondence; strong proofreading skills are essential.
• Ability to perform legal research across diverse practice areas.
• Paralegal experience or legal administrative background preferred; familiarity with law office operations is highly valued.
• Join our team as a Legal Intake & Operations Coordinator where your enthusiasm for the legal field combined with your organizational talent will make a meaningful impact! We are committed to fostering a supportive environment that encourages professional growth while delivering exceptional service to our clients in estate planning and family law matters.

Pay: $15.00 - $25.00 per hour

Work Location: In person