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 Legal Intake 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 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. Location & Schedule • Office Locations : Chatham, NY, and Albany, NY • Work Type : In-person with possible hybrid • Schedule : Full-time, Monday-Friday 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 • Sincere Candor – You communicate directly, respectfully, and with purpose Compensation: $45,000 - $50,000 + performance-based incentive

• 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.Location & Schedule • Office Locations: Chatham, NY, and Albany, NY • Work Type: In-person with possible hybrid • Schedule: Full-time, Monday-Friday