drjobs Legal Intake Coordinator - Client Experience & Relationship Specialist

Legal Intake Coordinator - Client Experience & Relationship Specialist

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Job Location drjobs

Mississauga - Canada

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Position

Legal Intake Coordinator Client Experience & Relationship Specialist

Location

Mississauga (Fully Remote)

Tailor Law is expanding and looking for a compassionate relationship-driven Legal Intake Coordinator Client Experience & Relationship Specialist to join our growing boutique practice. Are you passionate about being the first point of contact for clients beginning their legal journey If so wed love to hear from you!

About Tailor Law

Tailor Law is a progressive client-centered boutique law firm founded by Deepa Tailor to offer exceptional legal services with empathy clarity and results. We help individuals and families navigate major life transitions with confidencewhether they are facing divorce custody challenges estate matters or legal disputes. What sets us apart isnt just what we doits how we do it. Our intake process isnt just about booking appointments. Its about building trust educating prospective clients and helping them choose the right legal partner to bring peace of mind to some of lifes most complex moments.

Why Join Tailor Law We offer:

  • A competitive compensation structure performance bonuses

  • Ongoing training and mentorship

  • Flexible hybrid or remote work options

  • Be part of a boutique law firm that values integrity initiative and intelligent effort

  • Make a meaningful impact by guiding clients through some of their most important life decisions

  • Join a team of experienced professionals who respect your voice and encourage growth

  • Enjoy a modern tech-forward environment that supports flexibility and autonomy

Position Overview

As the Legal Intake Coordinator - Client Experience & Relationship Specialist you are the first meaningful connection a potential client will have with Tailor Law. Your role is equal parts client care and consultative saleshelping people feel heard informed and supported as they decide whether were the right fit for their legal needs. Youll lead thoughtful conversations listen for both facts and emotions and help prospective clients understand how Tailor Laws approach offers not just legal advocacy but a trusted team that stands behind them. If you bring life experience compassion and the ability to lead with both heart and structure this role offers a rewarding place to thrive.

Key Responsibilities:

  • Initial Client Consultations: Conduct warm attentive intake calls to gather essential information and explore client concerns goals and legal priorities.

  • Client Education & Trust Building: Communicate Tailor Laws unique approach with clarity and confidence and help clients feel secure in their next steps.

  • Lead Qualification & Relationship Conversion: Use our lead scoring tools and your intuitive judgment to prioritize outreach and guide clients toward working with Tailor Law when appropriate.

  • CRM & Documentation Excellence: Track all interactions in Lawmatics; maintain thorough and timely case notes that support lawyer handoffs and continuity of care.

  • Internal Collaboration: Work closely with the Case Manager lawyers and admin team to ensure smooth transitions and share insights that improve service delivery.

  • Client Support Touchpoints: Be available for follow-ups and questions pre-engagement; reassure and clarify as needed to move clients through the decision process.

Qualifications:

  • Strong client-facing experience or consultative sales roles (e.g. legal sales healthcare hospitality or social work); experience in family law or legal intake environments preferred

  • Background in consultative or relational sales strongly preferred

  • Familiarity with CRM tools like Lawmatics LEAP and/or Clio strongly preferred

  • Outstanding listening skills as well as excellent verbal and written communication skills with high emotional intelligence and active listening ability

  • Comfortable with phone-based and virtual communication tools

  • Attention to detail in documentation workflow tracking and follow-through

  • Strong organizational and time-management skills

  • Professional and warm demeanor

  • Personal experience navigating legal systems (a strong asset but not required)

Interested in being a member of Tailor Law We look forward to your application!

If youre looking to join a boutique law firm that values integrity initiative and intelligent effort we welcome your application and look forward to learning more about your why youre interested in this role.

We thank all applicants and will reach out to those selected for interviews. Applications will be reviewed on a rolling basis.

Tailor Law is committed to meeting the accessibility needs of all applicants throughout the recruiting and selection process. Please let us know about any accommodation and/or support requirements

Please notewe are only accepting applications from those authorized to work in Canada and we are not currently sponsoring any work visas.


Required Experience:

Manager

Employment Type

Full-Time

Company Industry

About Company

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