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Client Intake & Experience Coordinator

Willis Law Group LLC • Hackensack, NJ, US

Posted 3 hours ago

Be the welcoming voice of a growing elder law firm—and help turn inquiries into lasting client relationships.

Willis Law Group LLC, an established elder law and estate planning firm in Hackensack, is seeking a warm, persuasive, highly organized Client Intake & Experience Coordinator. You will manage the first impression prospective clients have of our firm, guide them through intake and scheduling, and help existing clients feel informed and supported.

This role combines client liaison work, consultative sales, calendar management, and client service. You should enjoy speaking with people, confidently explaining the value of professional services, following up consistently, and taking ownership of the details.

Prior law firm experience is welcome but not required. We will train you on our practice areas, intake procedures, systems, and service standards. Experience in customer service, intake, hospitality, appointment setting, or consultative sales is valuable.

Compensation, Benefits & Career Development

  • $25–$30 per hour, depending on qualifications and relevant experience.

  • Full-time, in person in Hackensack, NJ.

  • Consistent Monday–Friday, 9 a.m.–5 p.m. hours, with no evenings or weekends required.

  • 401(k) eligibility after one year, subject to plan terms.

  • Paid, hands-on training alongside experienced legal professionals.

  • Opportunities for career growth and increasing responsibility.

  • Performance-based bonus opportunities.

To apply: Submit your résumé and a cover letter describing your experience helping clients, managing follow-up, or converting inquiries into appointments.

  • Answer incoming calls, respond promptly to website and other inquiries, gather intake information, and maintain accurate lead records.

  • Build rapport, explain the firm’s services and initial-meeting process using approved guidance, address routine questions, and help suitable prospective clients take the next step without providing legal advice or promising outcomes.

  • Schedule initial meetings, coordinate collection of the initial-meeting fee before scheduling, manage calendars, confirm appointments, and reduce missed appointments through timely reminders.

  • Own consistent follow-up with prospective clients and keep each inquiry’s status and next action current.

  • Coordinate messages among clients, attorneys, and paralegals; route questions appropriately and track requests through resolution.

  • Serve as a client liaison through onboarding and ongoing service, check in with clients, identify concerns early, and escalate issues to the appropriate team member.

  • Manage a consistent process for inviting clients to submit honest reviews, provide review links and courteous reminders, and track intake activity, appointments, follow-up completion, client feedback, and review requests.

  • A warm, professional telephone presence and excellent listening and communication skills.

  • Confidence in explaining the value of professional services and guiding callers toward an appropriate appointment.

  • Strong organization, calendar management, attention to detail, and reliable follow-through.

  • Patience, empathy, and sound judgment when assisting older adults and families facing stressful circumstances.

  • Comfort with email, Microsoft Office, electronic calendars, and learning intake or client-management software.

  • Discretion with confidential information and the ability to recognize when a question needs an attorney or paralegal.

  • Relevant customer service, intake, appointment-setting, hospitality, or sales experience is preferred; prior legal experience is not required.

Compensation

$25 - $30 hourly

Willis Law Group LLC is an established elder law and estate planning firm based in Hackensack, New Jersey, serving clients throughout New Jersey and New York. Our work includes estate planning, probate and estate administration, guardianships, Medicaid planning, and estate litigation.

We combine experienced legal representation with attentive, compassionate client service. Our collaborative team values reliability, initiative, and professional development. This position offers the opportunity to learn from experienced legal professionals while doing meaningful work for older adults and their families.

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