Legal Intake Coordinator
Legal Intake Coordinator
Location: Medfield, Massachusetts (In-Office with Hybrid Option)
A client-facing role for someone who values trust, follow-through, and meaningful connection. Join us!
About the Firm
Borchers Cusano Trust Law, P.C . is a boutique trust and estate planning and administration firm serving individuals, families, businesses, trusts, and estates. Through our TrustSupport™ program, we build and maintain long-term relationships to keep estate plans aligned as clients’ lives evolve. We value collaboration, genuine connection, and personalized service.
Our modern Medfield office is within walking distance of local shops and restaurants and just 15 minutes from the 128/I-95 beltway.
About the Position
We’re hiring a Legal Intake Coordinator who creates a warm and professional first impression for every client interaction. This role leads the intake process, supports attorneys and paralegals during onboarding, and coordinates administrative workflows connected to TrustSupport™ .
The ideal candidate has a calm, steady presence, exercises impeccable discretion, and enjoys helping people take confident next steps. If you thrive on organization, follow-through, and genuine client connection, this role will fit you well.
Key Responsibilities
- Client Intake and Engagement: Conduct intake and consultation calls, assess client needs and refer out when appropriate, schedule attorney meetings, send invoices, draft consultation notes in Clio, and coordinate thank-you notes for referring COIs.
- Matter Setup and Workflow: Create and maintain records and pending matters in Clio, send Master Services Agreements prior to meetings, follow up on next steps, and coordinate handoffs to the paralegal team.
- Reporting and Metrics: Track intake metrics and generate related KPI reports.
- Program Administration: Manage communications, billing, scheduling, reporting, and coordination with internal teams related to TrustSupport™.
Requirements
About You
- Warm, professional communicator who builds trust quickly.
- Organized, detail-oriented, and comfortable managing multiple priorities.
- Adaptable and proactive with strong independent judgment.
- Committed to clear communication and excellent client service.
- Maintains strict confidentiality in all client and firm matters.
What We're Looking For
- Experience in legal intake, client services in a law firm, or legal administrative support.
- Prior exposure to estate planning or estate administration preferred.
- Proficiency with Clio or similar case management software.
- Proficiency using Microsoft Office and Adobe Acrobat.
- Familiarity with YouCanBookMe, Mailchimp, or MyFirmData is a plus.
- Experience with generative AI tools preferred.
- High level of discretion and professionalism with sensitive information.
Benefits
What We Offer
- Competitive compensation: $42,500 – $57,500
- Health, dental, life, and disability insurance
- Three weeks of paid time off
- Paid holidays
- Simple IRA with employer match
- Professional development and team-building opportunities
- Hybrid work flexibility per firm policy
Work Type and Physical Requirements
- Primarily in-office, with hybrid flexibility per policy.
- Prolonged periods of computer and phone based work.
- Ability to lift up to 15 pounds occasionally.
How to Apply
Thank you so much for your interest in this opportunity. Please submit your résumé and a brief cover letter outlining your interest in the role. We carefully review all submissions and will reach out to candidates whose experience and background best align with what we are seeking. We truly appreciate the time and thought you put into your application.
No direct inquiries or agency submissions will be accepted.
Borchers Cusano Trust Law, P.C. is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, or any other characteristic protected by law.
Recommended Jobs
Public Health Consultant, Workforce Development
Founded in 2004, BME Strategies is a Massachusetts-based consulting firm specializing in the design, implementation, and evaluation of public health programs for local, regional, and state government…
Principal Scientist, Companion Diagnostics, Translational Oncology
Job Description In this Principal Scientist/Director position within Translational Oncology, this team member will provide leadership for aligned and integrated development and commercialization s…
Professional Assistant POST NUMBER: 462640
Our client is seeking a Professional Assistant to join its team. This role requires strong attention to detail, excellent communication skills, and the ability to manage multiple priorities in a fast…
Lead Support Specialist
The Lead Support Specialist will provide a supportive and safe environment in a community residential setting which promotes and facilitates growth, independence and community engagement for people w…
Mgr Strategic Account Performance
Be a part of a revolutionary change! At Philip Morris International (PMI), we’ve chosen to do something incredible. We’re totally transforming our business and building our future on one clear purpo…
Business Development Manager
Company Description Company Description Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country’s largest private wat…
Senior DevOps Engineer
ABOUT THE TEAM The Anduril Imaging team develops state-of-the-art imaging systems across both hardware and software, deployed to tackle the most significant security challenges of America and it…
Junior Quantitative Analyst - Remote
About Us We are a data-driven financial services organization dedicated to delivering innovative quantitative solutions across investment, risk management, and trading strategies. Our team leverag…
Engineering Manager, Cross Chain Interoperability Protocol (CCIP)
About Us Chainlink Labs is the primary contributing developer of Chainlink, the decentralized computing platform powering the verifiable web. Chainlink is the industry-standard platform for provid…