Law Firm Office Coordinator & Intake Team Lead

ZOECKLEIN LAW PA

Brandon (FL)

On-site

USD 40,000 - 52,000

Full time

3 days ago
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Job summary

Zoecklein Law P.A., a Florida-based firm specializing in probate, estate planning, Medicaid planning, and trust litigation, seeks an organized, proactive Office Coordinator to oversee daily operations and supervise the intake team. Prior law firm experience is required and a focus on delivering a professional client experience is essential.

Responsibilities include leading the intake team, managing front desk coverage, scheduling consultations, and maintaining CRM records.

Qualifications

  • Prior law firm experience and supervisory or team leadership experience.
  • Strong customer service, communication, and telephone skills.
  • Excellent organization, sound judgment, and consistent follow-through.
  • Ability to manage competing priorities and hold employees accountable professionally.
  • Prior conversion experience.
  • Proficiency with Microsoft Office, CRM platforms, and legal practice management systems; PracticePanther and Pipedrive experience preferred.
  • Ability to handle confidential information with discretion.

Responsibilities

  • Coordinate daily office operations, administrative needs, and front desk coverage.
  • Supervise and train the intake team, monitor performance, and ensure timely follow-up.
  • Answer calls, complete intakes, schedule consultations, and follow up on pending retainers.
  • Deliver exceptional customer service and resolve or elevate client concerns.
  • Lead team meetings, communicate priorities, and hold staff accountable for follow-through.
  • Maintain accurate CRM records and coordinate client handoffs with attorneys and staff.
  • Support billing by answering basic invoice questions, sending payment reminders, and routing billing concerns.
  • Keep leadership informed of team performance and operational needs.

Skills

Law firm experience
Supervisory experience
Customer service
Communication skills
Organizational skills
Ability to manage priorities
Conversion experience

Tools

Microsoft Office
CRM platforms
PracticePanther
Pipedrive

Job description

Zoecklein Law P.A., a Florida-based firm specializing in probate, estate planning, Medicaid planning, and trust litigation, seeks an organized, proactive Office Coordinator to oversee daily operations and supervise the intake team. Prior law firm experience is required and a focus on delivering a professional client experience is essential.

Responsibilities include leading the intake team, managing front desk coverage, scheduling consultations, and maintaining CRM records.

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