This role connects experienced estate planning attorneys with a steady stream of pre-qualified, intake-completed clients. The focus is on allowing attorneys to concentrate on high-value legal work without the burden of lead generation or extensive paperwork. The service covers client acquisition, scheduling, and provides full back-office support, including document preparation and client coordination. Attorneys can integrate this work flexibly with their existing practice, controlling their availability and workload.
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Job Type
Part-time
Career Level
Senior