Client Intake & Onboarding Coordinator – In-Office

Build My Great Team® by Atticus®; Philadelphia (Philadelphia County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Holiday pay

Performance bonuses

Job summary

Giampolo Law Group in Philadelphia, PA is seeking a Client Intake Coordinator to be the first meaningful voice prospective clients hear—and the person who makes sure no inquiry slips through the cracks.

This is a full-time, in-office role that collaborates closely with the Owner to shape our intake experience. You’ll run the process from first hello to booked consultations and help build a support team while managing the Owner's inbox in her voice.

Qualifications

• 3+ years in legal intake, executive assistant, client services, or legal operations.
• Warm, clear, plain-English communication—on the phone and in writing.
• Sound judgment about who's a fit and what comes first.
• Strong organization under competing priorities.
• Comfort with AI tools and eagerness to learn ours.
• An LGBTQ+-affirming spirit and the ability to represent our values authentically.

Responsibilities

• Be the first point of contact for new inquiries by phone, email, web form, and referral—and call every lead back the same day
• Lead intake conversations that assess need, fit, and urgency, then book qualified consultations while the client is still on the phone
• Own the referral tracker end to end and coordinate with co-counsel across a 50-state estate planning network
• Manage the Owner's inbox: triage, reply in her voice, deliver a morning summary, and close every loop
• Source, hire, onboard, and supervise a virtual assistant
• Keep the office running—supplies, mail, visitors, and monthly Signing Day logistics
• Partner on refining the firm's AI workflows, and flag anything that misses the mark

Skills

Legal intake

Executive support

Client services

Organization

Tools

Monday.com

Job description

Giampolo Law Group in Philadelphia, PA is seeking a Client Intake Coordinator to be the first meaningful voice prospective clients hear—and the person who makes sure no inquiry slips through the cracks.

This is a full-time, in-office role that collaborates closely with the Owner to shape our intake experience. You’ll run the process from first hello to booked consultations and help build a support team while managing the Owner's inbox in her voice.