Role Description
If you love staying organized, solving problems, and making clients feel genuinely cared for, this opportunity is for you. Join a boutique law firm where no two days are the same, your contributions are valued, and your work directly helps families and business owners protect what matters most.
Core Responsibilities
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Client Coordination & Communication:
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Serve as the main point of contact for clients across estate planning, real estate, mediation, and business matters.
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Conduct 15-minute discovery/intake calls and manage scheduling for client meetings, signings, and mediations.
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Guide clients through pre-meeting preparation (forms, portals, document uploads, and next steps).
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Communicate clearly and professionally via phone, email, and Slack, maintaining a warm, reassuring tone.
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Track progress in Lawmatics and Google Workspace, ensuring deadlines, notes, and follow-ups are current.
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Coordinate virtual or in-person signing logistics (notary, witnesses, delivery of executed documents).
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Support ongoing client communication and check-ins between meetings.
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Process Development & Workflow Management:
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Collaborate with the attorney to build, refine, and document firm workflows for all practice areas.
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Create internal checklists, templates, and automation within Lawmatics.
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Identify opportunities to improve efficiency, reduce redundancy, and enhance client experience.
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Learn independently from written or video resources before seeking clarification, showing initiative and curiosity.
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Help organize and maintain the firm’s operations and procedures manual.
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Marketing & Outreach Support:
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Assist with social media posting and engagement on platforms like Facebook, Instagram, and YouTube.
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Help prepare and send the firm’s weekly e-newsletter, including light editing, scheduling, and contact management.
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Maintain referral partner and contact lists in Lawmatics.
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Support the planning of community events (e.g., “Wine & Wills,” presentations, and expos).
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Track basic marketing metrics (registrations, event attendance, new client leads).
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Managing AI-generated social media content.
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Overseeing website management, SEO, and lead magnet updates.
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Executing "back from the dead" client outreach call campaigns.
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Assisting with the technical setup and promotion of webinars.
Qualifications
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Strong written and verbal communication skills—clear, confident, and client-friendly.
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Highly organized with meticulous attention to detail.
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Tech-savvy and comfortable using Lawmatics, Google Drive, Docs, and Sheets.
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Independent learner: capable of finding and applying information from provided resources.
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Process-oriented: enjoys improving systems and building structure.
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Professional and compassionate demeanor, especially when working with families or sensitive matters.
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Reliable, self-motivated, and adaptable in a small firm environment.
Requirements
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2+ years of experience supporting a law firm.
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Background in real estate, estate planning, or mediation/family law preferred.
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Experience coordinating files, clients, or project workflows.
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Experience in Lawmatics is preferred but not required.
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Comfort with social media platforms and light marketing tasks.
Compensation & Growth
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Starting Rate: $7 per hour, could be higher depending on experience.
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Work Arrangement: Fully Remote.
Ideal Candidate Snapshot
You are dependable, thoughtful, and self-starting. You thrive on helping others, organizing information, and turning ideas into systems. You’re the kind of person who learns fast, documents what you learn, and then makes it better.
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Enjoys a mix of client interaction and behind-the-scenes organization.
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Finds satisfaction in creating checklists, workflows, and structure.
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Loves learning and improving—whether through videos, guides, or hands-on practice.
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Understands that how clients feel matters as much as what gets done.
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Wants to grow with a mission-driven firm that values authenticity, purpose, and human connection.