Client Intake & Events Coordinator

Job Description

Job Description

About Four Corners Legacy Law:

Four Corners Legacy Law is a boutique, relationship-driven estate planning firm dedicated to delivering high-touch, meaningful client experiences that truly impact families and their futures. We combine a purpose-driven mission with a performance-focused culture, creating an environment where high standards, ownership, and growth are expected and rewarded. This is a place for professionals who want their work to matter and to be part of something intentionally different.

The Role:

The Client Intake & Events Coordinator owns the top of the client funnel, managing inbound leads, qualifying prospects, and converting them into scheduled consultations.

This role also supports approximately one local live event per week, including event setup and takedown, attendee support, and appointment signups. This is a high-accountability, performance-driven role. Success is measured by responsiveness, qualification accuracy, and scheduled & held appointments, not activity alone.

You will fully own the pipeline from initial inquiry through scheduled consultation, ensuring no qualified lead is lost due to delay, disorganization, or lack of follow-through. This role requires a proactive, results-driven professional who is comfortable actively pursuing opportunities, not simply responding to inbound inquiries. Success in this position requires persistence, urgency, confident follow-up, and the ability to consistently move prospective clients toward action through structured outreach and relationship-driven communication.

What You Will Do:

Lead Management & CRM Ownership:

• Manage all inbound leads with immediate response and structured follow-up.
• Maintain clean, real-time CRM data (Zoho preferred).
• Ensure every lead has a clear next step, no gaps, no missed opportunities.

Intake & Qualification:

• Conduct structured intake calls (~15 minutes) to assess fit and readiness.
• Guide conversations with clarity and confidence toward scheduling.
• Protect attorney time through strong qualification discipline.

Scheduling & Pipeline Progression:

• Drive qualified leads through the consultation pipeline by scheduling strategy sessions for attorneys and maintaining consistent follow-up throughout the process.
• Reinforce value and expectations to drive strong show rates.
• Ensure clean, accurate handoff for attorney meetings.

Follow-Up & Engagement:

• Execute persistent, structured follow-up across phone, text, and email.
• Actively pursue unresponsive or stalled leads with professionalism and urgency.
• Drive pipeline movement through confident outreach and relationship-building communication.
• Maintain momentum throughout the sales process rather than waiting for leads to re-engage independently.
• Ensure prospective clients are prepared and positioned for a productive consultation.

Live Event Support:

• Support approximately one local live event per week.
• Assist with event setup and takedown, including materials, signage, and other event needs.
• Welcome and engage with event attendees in a professional and helpful manner.
• Assist interested attendees with appointment signups and scheduling consultations.
• Capture prospective client information and ensure event leads are entered into the CRM for timely follow-up.

What We Are Looking For:

• 3+ years in intake, client acquisition, appointment setting, or similar role.
• Proven ability to proactively pursue leads, overcome hesitation or lack of responsiveness, and consistently drive qualified leads toward scheduled appointments.
• Experience using CRM systems (Zoho preferred).
• Exceptional organization, responsiveness, and follow-through.
• Strong communication skills with confidence and control in conversations.
• Self-directed, high-accountability performer who takes ownership of outcomes.
• Comfortable in a metrics-driven, performance-focused environment.
• Comfortable supporting approximately one local live event per week, including setup, takedown, attendee engagement, and appointment signups.

Tools & Systems:

• You will primarily work within:
• Zoho CRM for lead and pipeline management.
• Zoho Bookings tool to manage consultations and follow-ups.
• Dialpad for call handling and tracking.
• Microsoft 365 (Word, Excel, PowerPoint, OneDrive, SharePoint, Teams) for internal operations and document management.
• Google Calendar for scheduling and calendar management.

Compensation & Benefits:

• Compensation: $45,000-$65,000 annually and/or $21.63-31.25 hourly, inclusive of performance-based bonus opportunities tied to qualified and held consultations.
• Paid Time Off to maintain work-life balance.
• Health Insurance contribution to support your well-being.
• Simple IRA Plan with 3% company match.
• Ongoing training and professional development.

Location & Schedule:

• Office Locations: Albany, NY and Chatham, NY.
• Work Type: Hybrid.
• Schedule: Full-time, Monday-Friday, with approximately one local live event per week.

Performance Expectations:

• Speed-to-Lead: All new leads contacted same day.
• Pipeline Discipline: Every lead tracked, managed, and progressed.
• Scheduling Performance: Strong lead-to-consultation conversion and show rates.
• Execution: High-volume outreach with structured daily workflow.
• Ownership: Full accountability for results within the CRM.

What Success Looks Like:

In this role, success means consistently converting qualified leads into scheduled and held consultations while maintaining a fully managed, organized pipeline. You are responsive, proactive, and in control of every lead from first contact through scheduling, ensuring no opportunity is lost.

How We Operate (Non-Negotiables):

Competitive Greatness: You perform at a high level, consistently.

Always Be Growing: You seek feedback and continuously improve.

Unimpeachable Character: You operate with integrity and accountability.

Sincere Candor: You communicate directly, respectfully, and with purpose.

Do Work That Protects Families and Drives Results

This is not a passive administrative position. This is a mission-critical, revenue-driving role at a firm that values both performance and purpose.

You will:

• Play a direct role in helping families protect what matters most.
• Operate with autonomy and ownership, not micromanagement.
• Be part of a high-standard, growth-focused team.
• Do work that is both impactful and measurable.

More About Four Corners Legacy Law:
We are redefining what it means to practice estate planning. We are not a high-volume, transactional law firm. We are a boutique, relationship-driven practice built on the belief that this work matters deeply. Every plan we create, every conversation we lead, and every client we serve has a lasting impact on families, futures, and legacies.

This is a firm for professionals who want their work to mean something.

Our approach is intentionally personal. We don’t move clients through a process. We guide them through a thoughtful, high-touch experience designed to bring clarity, confidence, and peace of mind. We take the time to truly understand each client’s goals and values, and we deliver with a level of care, precision, and professionalism that sets us apart.

What makes us different is not just what we do, it’s how we do it.

We operate with a standard of excellence that is both client-focused and performance-driven. Our culture is built on accountability, growth, and ownership, paired with genuine care for the people we serve and the team we build. We are deliberate about creating an environment where high performers can thrive, where expectations are clear, standards are high, and the work is both meaningful and rewarding.

If you are someone who takes pride in delivering exceptional experiences, values precision and follow-through, and wants to be part of a firm that is building something differentiated and impactful, this is the work, and the environment, you’ve been looking for.

To Apply:

Please submit your cover letter and resume to View email address on ziprecruiter.com