• Act as the primary point of contact for clients, ensuring timely and accurate delivery of legal entity management services. • Maintain accurate records of client information and ensure all documentation is up to date and complete. • Monitor and manage legal compliance requirements for clients, including annual filings and other regulatory requirements. • Coordinate with internal teams and external service providers to ensure timely delivery of services. • Develop and maintain relationships with clients to understand their needs and provide customized solutions. • Provide guidance to clients on legal entity management best practices. • Support the development and implementation of new services and processes to improve the client experience.

Role Description Most estate planning attorneys lose 40–60% of their time to non-billable work—marketing, intake, scheduling, and paperwork. In this role, you meet only with prepared, pre-qualified clients, while our team handles everything before and after the consultation so you can focus on high‑value legal work. What you’ll do - Provide estate planning, asset protection, Medicaid/special needs planning, and business formation services. - Review pre-collected intake documents and conduct thorough client meetings. - Deliver practical, personalized legal strategies supported by a dedicated back‑office team. Why attorneys partner with us - No marketing—ever; we handle all client acquisition, intake, and scheduling. - Turnkey back office that dramatically cuts non‑billable time. - Ready-to-engage clients who have completed intake and are prepared to move forward. - Flexible, remote work that fits around your existing practice and caseload. Qualifications - Active bar license in good standing; multi-state licensure preferred. - 3+ years of estate planning experience, including Medicaid asset protection. - Comfortable managing cases independently and conducting virtual consultations. - Tax planning, business formation, and special needs planning experience are a plus; bilingual ability is valued. How to apply Submit your resume and a brief note with your state bar licensure(s) and practice focus. Qualified candidates will be contacted for a confidential conversation.

Role Description We are seeking a highly organized and client-focused Legal Services Coordinator to join a professional services team dedicated to delivering exceptional client experiences. This role is ideal for someone who thrives in a fast-paced environment, enjoys interacting with clients, and can manage multiple priorities while maintaining accuracy and professionalism. - Answer incoming phone calls professionally and ensure clients feel welcomed and valued. - Route calls and messages to the appropriate team members following established procedures. - Conduct client intake and collect essential client information. - Manage calendars and schedule appointments for clients and prospective clients. - Follow up with clients to confirm appointments and provide updates on pending matters. - Collect and verify completed questionnaires, intake forms, and other required documentation. - Contact clients to obtain additional information needed to move matters forward. - Enter and maintain accurate client information in the firm's software and databases. - Update client records with communications, case progress, and ensure compliance with internal standards. - Prepare software-generated legal documents and organize digital files according to established procedures. - Review documents for formatting, pagination, headers, footers, and final quality before distribution. - Provide clients with secure access to their online client portal. - Participate in weekly team meetings and prepare status reports. - Assist with organizing and prioritizing daily and weekly workloads. - Coordinate client signing ceremonies, including scheduling notaries and witnesses for both in-person and virtual appointments. - Prepare standard client correspondence, including engagement letters, requests for information, non-engagement letters, and closing letters. - Perform additional administrative and client service duties as assigned. Qualifications - Minimum of 3 years of office or administrative experience. - Previous law firm experience is not required. - Customer service, hospitality, or marketing experience is considered an asset. - Excellent verbal and written communication skills. - Friendly, professional, energetic, and client-focused demeanor. - Strong organizational and time management skills with the ability to handle multiple deadlines. - High attention to detail and commitment to accuracy. - Ability to work independently while collaborating effectively with a team. - Strong computer skills with the ability to quickly learn new software platforms. - Excellent problem-solving abilities with a proactive, solution-oriented mindset. - Professionalism, integrity, and a commitment to delivering exceptional client service. Requirements - Schedule: Monday through Friday | 8:00 AM – 5:00 PM EST Benefits - Competitive pay in US Dollars. - You'll get to work with some amazing, respected business professionals. - We really value and encourage input from our team members. - We offer different payment methods (Zelle, Face Bank, Binance). - You'll get paid every two weeks. - Birthday and work anniversary celebrations. - Alliances with many brands grant extra benefits to freelancers. - Weekly recreation dynamics that foster a healthy work environment. Before You Apply, Please Read: - These are professional roles with set schedules defined by the client. - Consistent availability is expected. You will have a set work schedule determined by the client, and you are expected to be present during those hours. - You will be part of the client’s team. - You’ll follow their company guidelines, communication practices, and workflows, ensuring seamless collaboration. - Your performance will be measured to ensure alignment with client expectations and project objectives. - Training may be required. - You might need to complete training to fully understand your role, tools, and client processes. - Commitment and responsibility are essential. - We work with clients who rely on your dedication to deliver consistent, high-quality results. This is key to building trust and long-term partnerships. - Ready to grow your career with us? Apply only if you are ready to commit, learn, and take ownership of your role.

• Establish Genie AI as the defining brand in AI-powered legal work. • Build a sustainable engine for awareness, influence and word-of-mouth growth. • Help shape how customers, investors, partners and industry leaders think about legal AI. • Increase Genie's share of attention across legal, procurement and AI audiences globally. • Create a community of advocates who actively champion our mission and products. • Develop and execute strategies that increase awareness, conversation volume and advocacy for Genie AI across legal, procurement, operations and AI audiences. • Ensure Genie's content, product launches, customer stories and thought leadership reach millions of the right people through innovative distribution strategies, partnerships, communities, influencers, media and advocacy programmes. • Shape how the market thinks about legal AI, contract creation and legal operations by developing narratives, positioning and campaigns that help define the category. • Represent Genie AI through social media, podcasts, webinars, conferences, customer conversations, industry events and media opportunities. • Develop meaningful relationships with customers, influencers, partners, journalists, legal leaders, procurement professionals and AI communities to increase trust, reach and advocacy. • Design and execute creative campaigns, marketing stunts, launches and initiatives that generate attention, conversation and lasting market impact.