Location Requirement: This role is only available to candidates located in Texas, Oklahoma, and North Carolina. We’re excited to find the right person for our team—if that’s you, we’d love to hear from you! Exciting opportunity in Customer Service! As a fast-growing, dynamic law firm, we’re seeking an Intake Coordinator who can jump right in and deliver exceptional customer service to clients and visitors. As a key member of our growing Estate Planning and Probate law firm, you will play a crucial role in building meaningful connections with clients seeking guidance. This position requires a blend of empathy, expertise, and experience to ensure every client and prospect feels supported and valued throughout their journey with us. This is a remote position, allowing you to provide outstanding service from anywhere! Responsibilities: We’re excited to bring on a proactive and results-driven professional who thrives on success, values meaningful client interactions, and is committed to delivering an exceptional experience. Key Responsibilities: • Manage incoming calls from potential clients, educating them on our Estate Planning and Probate services and assisting with the enrollment process. • Monitor emails and voicemails to ensure timely responses to inquiries. • Follow up with prospective clients, offering support and information to help them make informed decisions. • Conduct client care calls to past clients, identifying opportunities for continued service. • Track and analyze lead sources using platforms like LSA and WhatConverts to enhance outreach strategies. • Actively participate in weekly staff and intake meetings, providing updates on activities and key performance metrics. • Present progress reports during our firm-wide "All Hands" meetings to keep the team informed. Qualifications: Qualifications & Requirements: • Customer service experience is required. Prior experience in Estate Planning and Probate is a plus but not mandatory. • Must have your own computer. This is a remote role, so you’ll need reliable equipment to perform your tasks efficiently. • Tech-savvy and organized. Must be comfortable using a computer and proficient in common office applications like Word, Outlook, and calendar management. Experience with Lawmatics and Clio is a plus. • Strong communication skills. Excellent written and verbal communication, with great spelling and grammar. • Detail-oriented and accurate. Precision is essential to prevent errors that could impact clients. • Positive and solution-focused mindset. If you see opportunities where others see obstacles, you’ll thrive in this role. However, if your first instinct is to find reasons why things won’t work rather than how they can, this may not be the right fit. • Compassion and resilience. Clients often face stress, anxiety, sadness, confusion, and even frustration. We need someone who can provide support and empathy, even in challenging situations. • Additional Details: • Full-time position with paid holidays, health insurance, and 401(k) benefits after the designated period. • Competitive compensation based on productivity and performance, with additional bonus opportunities. How to Apply: If this sounds like the right fit for you, follow these steps to apply: • Submit your resume and a cover letter in PDF format. • If your application is shortlisted, you’ll be invited to a first-round interview. • Successful candidates will move on to a virtual interview. Location Requirement: ****This role is only available to candidates located in Texas and Oklahoma. We’re excited to find the right person for our team—if that’s you, we’d love to hear from you! Compensation: $20 - $28 per hour Base Pay + Incentive Compensation

• We’re excited to bring on a proactive and results-driven professional who thrives on success, values meaningful client interactions, and is committed to delivering an exceptional experience.Key Responsibilities: • Manage incoming calls from potential clients, educating them on our Estate Planning and Probate services and assisting with the enrollment process. • Monitor emails and voicemails to ensure timely responses to inquiries. • Follow up with prospective clients, offering support and information to help them make informed decisions. • Conduct client care calls to past clients, identifying opportunities for continued service. • Track and analyze lead sources using platforms like LSA and WhatConverts to enhance outreach strategies. • Actively participate in weekly staff and intake meetings, providing updates on activities and key performance metrics. • Present progress reports during our firm-wide "All Hands" meetings to keep the team informed.