Intake Coordinator

Intake Coordinator

Location : Medfield, Massachusetts (In-Office with Hybrid Option)

About the Firm

Borchers Cusano Trust Law, P.C . is a boutique trust and estate planning and administration firm serving individuals, families, businesses, trusts, and estates. Through our TrustSupport™ program, we build and maintain long-term relationships to keep estate plans aligned as clients’ lives evolve. We value collaboration, genuine connection, and personalized service.

Our modern Medfield office is within walking distance of local shops and restaurants and just 15 minutes from the 128 / I-95 beltway.

About the Position

We’re hiring an Intake Coordinator who creates a warm and professional first impression for every client interaction. This role leads the intake process, supports attorneys and paralegals during onboarding, and coordinates administrative workflows connected to TrustSupport™ .

The ideal candidate has a calm, steady presence, exercises impeccable discretion, and enjoys helping people take confident next steps. If you thrive on organization, follow-through, and genuine client connection, this role will fit you well.

Key Responsibilities

• Client Intake and Engagement : Conduct intake and consultation calls, assess client needs and refer out when appropriate, schedule attorney meetings, send invoices, draft consultation notes in Clio, and coordinate thank-you notes for referring COIs.
• Matter Setup and Workflow : Create and maintain records and pending matters in Clio, send Master Services Agreements prior to meetings, follow up on next steps, and coordinate handoffs to the paralegal team.
• Reporting and Metrics : Track intake metrics and generate related KPI reports
• Program Administration : Manage communications, billing, scheduling, reporting, and coordination with internal teams related to TrustSupport™

Requirements

About You

What We're Looking For

Benefits

What We Offer

Work Type and Physical Requirements

How to Apply

Please submit your résumé and a brief cover letter outlining your interest and relevant experience. We review all submissions carefully and will contact candidates whose backgrounds best align with the role.

No direct inquiries or agency submissions will be accepted.

Borchers Cusano Trust Law, P.C. is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, or any other characteristic protected by law.