Legal Services Coordinator

We are seeking a highly organized and client-focused Legal Services Coordinator to join a professional services team dedicated to delivering exceptional client experiences. This role is ideal for someone who thrives in a fast-paced environment, enjoys interacting with clients, and can manage multiple priorities while maintaining accuracy and professionalism.

Duties / Tasks to Perform

• Answer incoming phone calls professionally and ensure clients feel welcomed and valued.
• Route calls and messages to the appropriate team members following established procedures.
• Conduct client intake and collect essential client information.
• Manage calendars and schedule appointments for clients and prospective clients.
• Follow up with clients to confirm appointments and provide updates on pending matters.
• Collect and verify completed questionnaires, intake forms, and other required documentation.
• Contact clients to obtain additional information needed to move matters forward.
• Enter and maintain accurate client information in the firm's software and databases.
• Update client records with communications, case progress, and ensure compliance with internal standards.
• Prepare software-generated legal documents and organize digital files according to established procedures.
• Review documents for formatting, pagination, headers, footers, and final quality before distribution.
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