Client Services Director – Law Firm (Remote, U.S.-based)

Starting Rate: $10/hr (could be higher depending on experience)

• Plus opportunities for bonus pay based on performance goals

Schedule: 9:00 AM – 5:00 PM Pacific, Monday – Friday

About Us

We are a growing law firm dedicated to delivering exceptional client care and high-quality legal services. Our team prides itself on professionalism, responsiveness, and building strong, lasting relationships with the individuals and families we serve.

We’re looking for a Client Services Director who is organized, proactive, and truly passionate about guiding clients through every step of their legal journey. This is a unique opportunity to manage office operations, oversee client files from intake to delivery of estate plans, and make a meaningful impact while growing your career in trust, estate, probate, and business law.

Why This Role Is Exciting

• Be the face of the firm for clients—help them feel heard, valued, and supported.
• Take ownership of office operations and manage client files from intake to delivery.
• Work closely with the drafter to ensure high-quality legal documents.
• Learn trust, estate, probate, and business law in California.
• Grow with the firm: show your value and increase your earning potential over time.
• Work remotely, but with a structured 9–5 schedule and opportunities to make a real difference.

What You’ll Do

Client Intake & Onboarding

• Be the first point of contact for new clients and leads.
• Conduct intake calls, assess needs, and ensure a smooth onboarding experience.
• Schedule consultations and provide clients with all necessary information upfront.

Client Relationship Management

• Keep clients informed and supported throughout their case.
• Follow up proactively and handle questions with clarity, empathy, and professionalism.
• Monitor satisfaction and resolve concerns quickly.

Office & Team Leadership

• Manage office operations efficiently.
• Track metrics, identify workflow improvements, and ensure projects stay on track.
• Take initiative—figure things out, take tasks off the attorney’s plate, and make the office run smoothly.

Oversee Legal Drafting

• Work with outsourced document drafter to provide outline of plan and communicate specific case details.
• Review work product from outsourced document drafter for quality control.
• Draft legal documents based on templates.

Sales & Conversion Support

• Work with staff on marketing, social media brand building, and setting up live presentations.
• Follow up with potential clients after consultations and help them understand the value of the firm’s services.

Must-Haves

• Excellent command of written and spoken English, including American idiomatic expressions.
• Experience supporting US law firms and willingness to learn and master trust, estate, and probate law in California.
• Self-starter who takes initiative and gets things done independently.
• Exceptional organization, time management, and project completion skills.
• A good sense of humor. We’re serious, but we don’t take ourselves too seriously. Work should be somewhat fun.

Core Values We Live By

• Listening: Truly understand clients, colleagues, and team needs.
• Excellence: Deliver the highest quality in every task.
• Efficiency: Prioritize and execute with focus.
• Persistence: Tackle challenges with determination.
• Responsibility: Own your work and follow through.

Who We’re Looking For

• Warm, empathetic, and client-focused.
• Highly organized and detail-oriented.
• Tech-savvy and comfortable learning new systems (CRM, case management, email).
• Professional and independent, with the ability to maintain confidentiality.
• Problem-solver and proactive team player.

Perks & Growth Opportunities

• Learn California trust, estate, probate, and business law fundamentals.
• Grow within the firm and increase your earning potential over time.
• Hands-on experience with client intake, relationship management, and legal operations.
• Opportunity to make a real impact in a fast-growing, client-focused law firm.

If you’re ready to take ownership, lead with empathy, and grow with a firm that values your skills and initiative, we want to hear from you. Apply today!