Join Our Team

Overview:

The Client Concierge goal is to build relationships with our former, current, and potential new clients (PNCs). Our Concierge is responsible for providing the ultimate in customer service to our clients and referral partners and the first point of contact for PNCs. For former and current clients, the Concierge shall make sure they are satisfied and that the firm has met its obligations to the client. For PNCs, the Concierge will: (1) qualify and screen leads for type of law and conflict of interest, (2) schedule and collect payment for initial consultations, (3) initiate the pre-engagement glidepath, and (4) ensure all leads are properly directed through the intake funnel.

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Reporting Relationship:
The Client Concierge reports to the Firm Administrator (or Owner, until the Administrator position is filled).

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Authority:
The Client Concierge may work with a designated assistant or receptionist to reach out to former and existing clients and scheduling PNCs for initial consultations and making reminder calls. The Client Concierge has no supervisory or other authority beyond that specifically delegated by the Owner.

Additionally, non-attorney support staff are prohibited from practicing law by the ABA’s Rules of Professional Conduct and State Bar Association rules. All client-focused work done by the Client Concierge must be in support of and under the supervision of an attorney. In dealing with clients and potential clients, the Client Concierge must be careful not to inadvertently slip into the unlawful practice of law. This would include answering client questions about what will happen in their case or recommending that a client undertake a certain course of legal action during their case.

In accordance with Bar rules, the Client Concierge does not give legal advice, approve client engagements, or share fees with the Firm.

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Responsibilities:

1. Point of contact for clients, PNCs, and referral partners needing assistance.
2. Listen to and help resolve issues.
3. Ensure clients and visitors to the Firm have everything they need to feel welcome and comfortable.
4. Develop and know VIP Clients on a personal level.
5. Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
6. Screen out unqualified leads through a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
7. Schedule qualified leads for initial consultations (sales calls).
8. Initiates the pre-engagement glidepath for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations.
9. Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance.
10. Prepares salesperson and/ or attorney with all the information needed for a successful conversation/consultation.
11. Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment.
12. Stay in contact with Leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready.
13. Update the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.

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Education & Experience Requested:

• Prior customer service, hospitality or personal assistant experience required.
• Education and/or work experience equivalent to an associate’s degree.
• Excellent verbal and written communication skills.
• Strong attention to detail and ability to multi-task in fast-paced environments.
• Ability to handle sensitive information with discretion.
• Experience with a CRM, particularly data tracking and reporting, required.
• Knowledge of the legal industry is an asset.
• Real life experience & a few “battle scars” to give you empathy and understanding is an asset. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.

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Key Performance Indicators:

1. 90% “show up” rate for PNCs scheduled for initial consultation.
2. 65% conversion rate for PNCs who engage after initial consultation.
3. 90% of leads are scheduled for a consultation, connected with a referral, given helpful materials, or otherwise “helped” by contacting the firm.
4. 20 existing and 10 former clients contacted each month

Job Title: Estate Planning Paralegal
Location: Greensboro, Georgia
Job Type: Full-Time
Salary: Commensurate with experience + benefits
About Our Firm
We are a client-centered law firm focused on delivering personalized and comprehensive estate planning services across Georgia. We believe in building long-term relationships with our clients and guiding them through every step of the planning process with care, clarity, and compassion. We are currently seeking an experienced Estate Planning Paralegal to join our growing team.
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Key Responsibilities
• Draft estate planning documents including wills, trusts, powers of attorney, and advance directives
• Organize and maintain client files and legal documents
• Coordinate client meetings and document signings
• Perform legal research related to estate planning and probate matters
• Communicate with clients to gather information and provide status updates
• Prepare and file probate forms and court filings as needed
• Assist attorneys with trust funding, asset review, and beneficiary designations
• Ensure accuracy and compliance with Georgia laws and legal standards
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Qualifications
• Minimum of 2 years of experience as a paralegal in estate planning
• Knowledge of Georgia estate and probate law
• Strong drafting and proofreading skills
• High attention to detail and organizational abilities
• Excellent communication and interpersonal skills
• Proficiency in legal software (e.g., Clio, WealthCounsel, MyCase, or similar) and Microsoft Office
• Paralegal certificate or equivalent education preferred but not required
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What We Offer
• Competitive salary based on experience
• Health Insurance, 401K
• Generous paid time off and holidays
• Continuing education and professional development support
• Supportive and collaborative work culture
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How to Apply
Please send your resume, cover letter, and three professional references to [email protected] with the subject line:
“Estate Planning Paralegal Application – [Your Name]”

Job Title: Real Estate Closing Assistant
Location: Greensboro, Georgia
Job Type: Full Time
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Job Summary:
Our busy real estate law firm is seeking a motivated and detail-oriented Real Estate Closing Assistant to support our attorneys in handling residential and/or commercial real estate closings throughout Georgia. This role is critical in ensuring smooth, compliant, and efficient transactions from contract to close. The ideal candidate has experience in Georgia closings, is organized, communicative, and thrives in a fast-paced legal environment.
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Key Responsibilities:
• Work closely with closing attorneys to manage files from contract through post-closing.
• Prepare, review, and organize legal and closing documents (including settlement statements, deeds, affidavits, and lender packages).
• Schedule and coordinate closings with all parties: buyers, sellers, agents, lenders, and attorneys.
• Communicate regularly with clients, brokers, mortgage professionals, and title insurance companies to ensure all necessary documentation is complete and accurate.
• Order and review title exams, and ensure title commitments and lender requirements are satisfied.
• Manage the disbursement of closing funds, recordation of legal documents, and issuance of final title policies.
• Maintain file accuracy and compliance with firm policies, Georgia law, and underwriter guidelines.
• Provide administrative support to attorneys and paralegals as needed.
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Qualifications:
• High school diploma or equivalent required; Associate’s degree or paralegal certificate preferred.
• Minimum 1–2 years of experience handling real estate closings in a Georgia law firm preferred.
• In-depth understanding of Georgia real estate closing procedures, legal documents (e.g., Security Deeds, Warranty Deeds, Owner’s Affidavits), and relevant regulations is a plus.
• Experience with title clearing, lien payoff coordination, and HOA/condo documentation.
• Proficiency in real estate closing software (e.g., SoftPro, Qualia, LandTech, or similar).
• Excellent communication, time-management, and customer service skills.
• High level of accuracy and attention to detail, especially when handling financial data.
• Ability to work independently and manage multiple transactions simultaneously.
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How to Apply
Please send your resume, cover letter, and three professional references to [email protected] with the subject line:
“Estate Planning Paralegal Application – [Your Name]”