Intake & Case Manager

Job Title: Intake & Case Manager – Business & Estate Planning
Location: Remote
Job Type: Full-time
Schedule: 8:00 AM – 5:00 PM Pacific Time (PT), Monday–Friday.

About the Role:
We are seeking a proactive, detail-oriented Intake & Case Manager to support a California business and estate planning practice (approximately 65% business law / 35% estate planning). This is a combined intake and case management role, owning each client file from initial intake through case closing.

We are highly invested in your success and are happy to provide guidance for the right candidate who demonstrates strong initiative, excellent organizational skills, and a willingness to learn.

Key Responsibilities:
Intake & Case Management
- Own each client file from initial intake through case closing in Clio.
- Serve as primary case manager for open matters, coordinating status and next steps with the attorney.
- Support Clio Grow for lead intake and pipeline tracking, including lead calls that cover pricing.

Client Communications: 
- Send client review/testimonial follow-up requests.
- Use Dialpad to send client follow-up emails and calls.
- Track down outstanding client information and documents needed to keep a file moving.

Inbox & Systems Management: 
- Monitor and triage the firm's inbound email to reduce the direct volume reaching attorneys.
- Manage day-to-day workflows in Gmail and Google Drive.
- Maintain and support client access to the firm's client portal.

Subject-Matter Support: 
- Maintain working familiarity with California-specific business filing requirements sufficient to identify issues (Candidate is not expected to prepare the filings).
- Maintain working familiarity with estate planning matters and terminology.

Requirements & Qualifications:
- Strong organizational skills and the ability to manage a caseload spanning both business law (~65%) and estate planning (~35%) matters at once.
- Excellent written and verbal English communication skills for professional client
communications.
- Prior experience with intake or case management in a business law and/or estate planning practice is a plus.
- Comfortable with Clio, Clio Grow, Dialpad, Gmail, and Google Drive; able to learn the firm's client portal quickly.
- Hands-on experience using Claude to support tasks at the law firm. (Required)