We are searching for a Legal Intake and Client Services Coordinator for our clients Law Firm located in Moorestown, NJ.

• Serve as the primary point of contact for clients in the Estates Department, handling inquiries, scheduling appointments, and providing information about estate planning services.
• Conduct intake interviews with clients, gathering necessary information and documents for estate planning, probate and estate litigation.
• Maintain and update client records and case files in a confidential and organized manner.

• Schedule and coordinate workshops and events for the Estates Department, including venue selection, speaker arrangements, and logistics.
• Promote workshops and events through various channels, such as social media, email, and community outreach.
• Follow up with attendees to confirm attendance.
• Post workshop outreach

• Point of contact for clients
• Coordinate and participate in estate planning signings, ensuring all necessary documents are gathered and organized for the signing process.
• Copy and scan the estate documents and complete the binders
• Assist attorneys and clients during the signing process, addressing any questions or concerns.
• Follow up with clients for reviews

• Reach out to current clients to see how things are going in their cases
• Immediately discuss any concerns with team
• Reach out to prior clients with legal updates and check ins
• Develop client relations program

• Understand and utilize the CRM system for intake and workshops
• Make suggestions and recommendations for improvement to the system

• Develop and maintain relationships with community organizations and groups, scheduling the firm for seminars.
• Represent the firm at community events and functions, promoting our estate planning services and building brand awareness.
• Responsible for set up and manning of booths at community events