Client Intake & Events Coordinator

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. 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. 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 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. 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.