Legal Assistant / Client Services Coordinator

Job Description

Job Description

Client Services Coordinator / Legal Assistant

Estate Planning, Business, and Legacy Planning Law Firm

4SIGHT Legal Services, PLLC is a small, relationship-centered law firm in Chattanooga, Tennessee. We help individuals, families, and business owners plan thoughtfully for their families, businesses, assets, and legacies.

We are looking for a capable, organized, warm, and reliable Client Services Coordinator / Legal Assistant to help us improve communication, scheduling, intake, follow-up, and matter management. This role is especially important because our clients are often dealing with meaningful family, business, estate, or legacy questions. They need to feel heard, respected, and guided.

This is not just a clerical position. The right person will help create a calm, professional, and trustworthy client experience while helping the attorney stay focused on legal counseling, planning, drafting, and strategic work.

Primary Responsibilities

• Serve as a warm and professional point of contact for clients, prospects, referral sources, and professional advisors

• Help manage incoming calls, emails, inquiries, and follow-up tasks

• Schedule appointments, meetings, signing conferences, and client follow-ups

• Send intake forms, engagement agreements, invoices, reminders, and routine client communications

• Track matter status, next actions, deadlines, and client follow-up needs

• Help maintain and update the firm’s matters list and client records

• Assist with client onboarding and document-gathering

• Help prepare meeting materials, signing packets, and routine correspondence

• Coordinate with outside vendors, virtual receptionist services, bookkeeper, and other support providers as needed

• Help ensure that client communications do not fall through the cracks

• Support a professional, organized, and caring client experience from first contact through matter completion

Helpful Experience

Experience in one or more of the following would be helpful:

• Estate planning, probate, trust administration, or small law firm work

• Legal assistant, paralegal, client services, receptionist, office manager, or executive assistant work

• Professional services, financial advisory, CPA, banking, insurance, or medical-office client coordination

• Scheduling, intake, CRM, case-management, or document-management systems

• Microsoft Office, Google Workspace, Adobe Acrobat, QuickBooks, Calendly, Zoom, Cognito Forms, Clio, Actionstep, or similar tools

Prior estate planning experience is valuable but not required if the candidate is highly organized, careful, dependable, and willing to learn.

The Right Fit

The right person will be:

• Warm, professional, and client-centered

• Highly organized and detail-oriented

• Calm under pressure

• Comfortable communicating with clients by phone and email

• Able to follow checklists and improve systems

• Reliable about deadlines, reminders, and follow-through

• Careful with confidential information

• Willing to learn the firm’s process and terminology

• Able to distinguish urgent matters from non-urgent matters

• Comfortable working in a small firm where trust, initiative, and good judgment matter

This Role Is Especially Important Because

The firm is growing and receives regular referrals from clients, attorneys, financial advisors, accountants, and other professionals. The attorney needs support from someone who can help manage communication, scheduling, intake, and follow-through so that clients receive timely attention and matters continue moving forward.

This position is ideal for someone who enjoys helping people, creating order, and being part of a small professional office where the quality of the client experience matters.

Work Arrangement

Location: Chattanooga, Tennessee
Work setting: In-office preferred
Schedule: To be discussed based on candidate availability and firm needs

How to Apply

Please submit a resume and a short cover note explaining:

1. Your experience working with clients, customers, patients, or professional-service matters

2. Your experience keeping tasks, deadlines, and communications organized

3. Why this kind of role in a small law firm interests you

4. Any experience you have with law firms, estate planning, probate, business matters, financial services, or professional offices

Qualified candidates may be asked to complete a short phone or Zoom conversation before an in-person interview.

4SIGHT Legal Services, PLLC is a small, relationship-centered law firm in Chattanooga, Tennessee. We help individuals, families, and business owners plan and steward their assets thoughtfully for their families, businesses, and legacies.

Company Description

4SIGHT Legal Services, PLLC is a small, relationship-centered law firm in Chattanooga, Tennessee. We help individuals, families, and business owners plan and steward their assets thoughtfully for their families, businesses, and legacies.