Four Corners Legacy Law is a boutique, relationship-driven estate planning firm dedicated to delivering high-touch, meaningful client experiences that truly impact families and their futures. We combine a purpose-driven mission with a performance-focused culture, creating an environment where high standards, ownership, and growth are expected and rewarded. This is a place for professionals who want their work to matter and to be part of something intentionally different. The Role The Intake & Outreach Specialist owns the top of the client funnel—managing inbound leads, qualifying prospects, and converting them into scheduled consultations. This is a high-accountability, performance-driven role. Success is measured by responsiveness, qualification accuracy, and scheduled & held appointments—not activity alone. You will fully own the pipeline from initial inquiry through scheduled consultation—ensuring no qualified lead is lost due to delay, disorganization, or lack of follow-through. Do Work That Protects Families and Drives Results This is not a passive administrative position. This is a mission-critical, revenue-driving role at a firm that values both performance and purpose. You Will: • Play a direct role in helping families protect what matters most • Operate with autonomy and ownership—not micromanagement • Be part of a high-standard, growth-focused team • Do work that is both impactful and measurable Location & Schedule • Office Locations : Albany, NY, and Chatham, NY • Work Type : In-person with possible hybrid • Schedule : Full-time, Monday-Friday Responsibilities: What You’ll Do Lead Management & CRM Ownership • Manage all inbound leads with immediate response and structured follow-up • Maintain clean, real-time CRM data (Zoho preferred) • Ensure every lead has a clear next step—no gaps, no missed opportunities Intake & Qualification • Conduct structured intake calls (~15 minutes) to assess fit and readiness • Guide conversations with clarity and confidence toward scheduling • Protect attorney time through strong qualification discipline Scheduling & Pipeline Progression • Convert qualified leads into scheduled consultation appointments • Reinforce value and expectations to drive strong show rates • Ensure clean, accurate handoff for attorney meetings Follow-Up & Engagement • Execute consistent follow-up across phone, text, and email • Re-engage stalled leads and drive pipeline movement • Ensure clients are prepared and positioned for a productive consultation Performance Expectations • Speed-to-Lead: All new leads are contacted the same day • Pipeline Discipline: Every lead tracked, managed, and progressed • Scheduling Performance: Strong lead-to-consultation conversion and show rates • Execution: High-volume outreach with structured daily workflow • Ownership: Full accountability for results within the CRM What Success Looks Like In this role, success means consistently converting qualified leads into scheduled and held consultations while maintaining a fully managed, organized pipeline. You are responsive, proactive, and in control of every lead from first contact through scheduling, ensuring no opportunity is lost. Qualifications: What We’re Looking For • 3+ years in intake, client acquisition, appointment setting, or similar role • Proven ability to manage leads, qualify effectively, and convert to appointments • Experience using CRM systems (Zoho preferred) • Exceptional organization, responsiveness, and follow-through • Strong communication skills with confidence and control in conversations • Self-directed, high-accountability performer who takes ownership of outcomes • Comfortable in a metrics-driven, performance-focused environment Tools & Systems You will primarily work within • Zoho CRM for lead and pipeline management • Zoho Bookings tool to manage consultations and follow-ups • Dialpad for call handling and tracking • Microsoft 365 (Word, Excel, PowerPoint, OneDrive, SharePoint, Teams) for internal operations and document management • Google Calendar for scheduling and calendar management How We Operate (Non-Negotiables) • Competitive Greatness – You perform at a high level, consistently • Always Be Growing – You seek feedback and continuously improve • Unimpeachable Character – You operate with integrity and accountability Compensation: $45,000 - $50,000 yearly + performance-based incentives

• What You’ll DoLead Management & CRM Ownership • Manage all inbound leads with immediate response and structured follow-up • Maintain clean, real-time CRM data (Zoho preferred) • Ensure every lead has a clear next step—no gaps, no missed opportunitiesIntake & Qualification • Conduct structured intake calls (~15 minutes) to assess fit and readiness • Guide conversations with clarity and confidence toward scheduling • Protect attorney time through strong qualification disciplineScheduling & Pipeline Progression • Convert qualified leads into scheduled consultation appointments • Reinforce value and expectations to drive strong show rates • Ensure clean, accurate handoff for attorney meetingsFollow-Up & Engagement • Execute consistent follow-up across phone, text, and email • Re-engage stalled leads and drive pipeline movement • Ensure clients are prepared and positioned for a productive consultationPerformance Expectations • Speed-to-Lead: All new leads are contacted the same day • Pipeline Discipline: Every lead tracked, managed, and progressed • Scheduling Performance: Strong lead-to-consultation conversion and show rates • Execution: High-volume outreach with structured daily workflow • Ownership: Full accountability for results within the CRM What Success Looks LikeIn this role, success means consistently converting qualified leads into scheduled and held consultations while maintaining a fully managed, organized pipeline. You are responsive, proactive, and in control of every lead from first contact through scheduling, ensuring no opportunity is lost.