We are a boutique Colorado estate planning law firm seeking a warm, organized, and detail-oriented Client Intake & Scheduling Coordinator to support prospective and current clients throughout the estate planning process. This role also serves as the primary administrative point of contact for the firm’s educational program.

This position is ideal for someone who is highly organized, responsive, and especially patient and compassionate when communicating with clients who may need additional time, guidance, or reassurance, whether due to age, comfort with technology, or the personal nature of estate planning. A warm, thoughtful, and supportive client experience is a central part of the firm’s culture and an important part of this role.

Key Responsibilities

Respond to client inquiries via phone and email and provide scheduling assistance
Coordinate and schedule client appointments throughout the planning process
Ensure all required intake information and documentation is received for new client onboarding
Track onboarding progress and follow up on outstanding items
Manage calendar updates, confirmations, and reminders
Maintain accurate client and appointment records
Serve as the primary point of contact for participants in the firm’s educational program
Manage participant communications and records
Assist with the firm’s quarterly newsletter and other marketing materials, as needed

Qualifications

Experience in client coordination, intake, scheduling, or administrative support, preferably in a law firm setting
Excellent written and verbal communication skills
Patient, professional, and courteous communication style
Strong organizational skills and attention to detail
Able to manage multiple moving parts and follow through reliably
Flexible and open to learning new systems and processes
Preferred: Experience with Outlook, Calendly, Clio, Kajabi, and Canva

Danneil Law, P.c.

New Jobs

Legal Intake & Scheduling Coordinator