Legal Client Experience Coordinator

Responsibilities

• Serving as the primary point of contact for clients, managing relationships, and ensuring smooth communication from initial contact to case closure.
• Conducting lead intake, screening, and scheduling consultations.
• Managing the firm’s calendar, updating client and matter information, and tracking deadlines.
• Responding promptly to all communications via phone, email, or letter.
• Welcomeing visitors and maintaining confidentiality and professionalism.
• Participating in team meetings and refining internal systems.

Qualifications

• Experience in small professional services firms; not entry-level.
• Excellent written and verbal communication skills.
• Proficiency with Mac, Microsoft Office, Gmail, Adobe, and CRM systems.
• Strong attention to detail, organization, and ability to manage multiple priorities.
• Experience handling sensitive information and familiarity with estate law concepts is a plus.