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Case Manager
Job Location:
Job Location:
Chatham, NY - USA
Hourly Salary:
USD 24 - 28
Hourly Salary:
Posted:
29 September 2026 (4 days ago)
Posted:
Application Deadline:
27 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
About Us:
Four Corners Legacy Law is a growing boutique estate planning and estate administration law firm serving families throughout New Yorks Capital Region and Northern Hudson Valley.
We are a collaborative technology-driven firm committed to delivering an exceptional client experience. Our core valuesCompetitive Greatness Always Be Growing Unimpeachable Character and Sincere Candorguide how we serve our clients and how we work together as a team.
About the Role:
This is not an administrative support position.
As our Case Manager you will own every client matter from engagement through signing and completion. You are responsible for keeping cases moving maintaining momentum eliminating bottlenecks and ensuring every client receives a consistent organized high-touch experience.
This role requires someone who thrives on accountability organization and execution. Youll coordinate clients attorneys and support staff while ensuring every file progresses accurately and efficiently.
If you need constant direction or reminders to follow up this is not the right position. If you naturally take ownership solve problems before they become issues and enjoy managing multiple moving parts youll thrive here.
Responsibilities:
Case Management:
- Own each estate planning matter from engagement through completion.
- Proactively manage deadlines next steps and outstanding items.
- Ensure every file is continuously moving forward.
- Identify and resolve bottlenecks before they impact clients or attorneys.
Client Communication:
- Serve as the primary point of contact throughout the planning process.
- Set expectations regarding timelines responsibilities and next steps.
- Maintain proactive communication so clients always know the status of their matter.
- Hold clients accountable for providing information needed to keep matters moving.
Attorney Support:
- Prepare accurate organized attorney-ready client summaries.
- Maintain current client information and update files as circumstances change.
- Escalate legal issues or client revisions to the attorney promptly.
Signing & File Completion:
- Coordinate and prepare all pre-signing activities.
- Conduct signing appointments in accordance with firm procedures.
- Ensure all executed documents are complete accurate and properly finalized.
- Coordinate billing payments and file completion.
Workflow Management:
- Monitor case pipeline to maintain consistent throughput.
- Coordinate with attorneys legal assistants and administrative staff.
- Follow established workflows while identifying opportunities to improve efficiency.
Performance Expectations:
- Success in this role is measured by results.
Key performance indicators include:
- Open approximately 20 new matters per month.
- Close approximately 20 completed matters per month.
- Maintain continuous movement on every active file.
- Conduct error-free signings with minimal attorney intervention.
- Deliver attorney-ready client summaries requiring little or no revision.
- Maintain a consistently high level of client communication and responsiveness.
Qualifications:
Required:
- 35 years of experience managing multiple active matters in a legal financial insurance or other professional services environment.
- Demonstrated ability to independently manage deadlines priorities and competing responsibilities.
- Exceptional organizational and time management skills.
- Strong written and verbal communication skills.
- High level of personal accountability and follow-through.
- Ability to anticipate issues and solve problems proactively.
- Professional confident client communication skills.
- Strong technology skills including Microsoft Office and cloud-based software.
Preferred:
- Estate planning experience.
- Legal case management experience.
- Experience with CRM or legal practice management software such as Zoho or Clio.
Our Standards: We hire people who take ownership of outcomes not just assigned tasks.
You will succeed here if you:
- Execute with urgency and attention to detail.
- Follow through on commitments without reminders.
- Communicate clearly and proactively.
- Adapt quickly and continuously improve.
- Work collaboratively while taking responsibility for your results.
Benefits:
- Competitive compensation.
- Performance bonus opportunities.
- Health insurance contribution.
- Simple IRA with employer match.
- Paid holidays and paid time off.
- Professional development opportunities.
- Collaborative high-performing team.
To Apply:
Required Experience:
Manager
