Executive Legal Assistant - Client Services Coordinator

About the Role

We are seeking a proactive and detail-oriented Legal Assistant / Client Services Coordinator to support our managing attorney and ensure a smooth client experience. This position combines legal administrative tasks, executive support, and client communication.

You will play a critical role in helping cases move forward efficiently while delivering exceptional service to clients.

Work Environment

This position requires professionalism, discretion, and the ability to multitask in a dynamic legal environment. We are looking for someone who takes ownership of their work and enjoys making a positive impact on clients’ lives.

Compensation :

38,000 - $50,000 yearly

Responsibilities :

• Serve as the executive assistant to the managing attorney, including managing her inbox and scheduling
• Oversee probate and estate planning files to ensure deadlines are met and client communications are timely and accurate
• Handle client intake once an engagement agreement is signed, including preparing engagement letters, sending initial invoices, and assisting clients with intake forms
• Draft, edit, and format estate planning documents and prepare them for execution (adding dates, organizing binders, scanning and emailing executed documents)
• Enter client data into form drafting software (ProDocs / Westlaw Form Builder)
• Communicate with clients regarding invoices, document status, and follow-up requests (including providing professional referrals)
• Respond to and handle routine client inquiries
• Manage office supplies and coordinate with vendors
• Support the implementation of new processes and automation tools to improve efficiency

Qualifications :

About Company

The Patton Law Firm, PLLC, is a boutique estate planning and probate firm located in Houston, Texas. We are dedicated to providing compassionate, responsive, and thorough legal services to clients. We value professionalism, efficiency, and a client-first approach in everything we do.

Equal Employment Opportunity

The Patton Law Firm, PLLC, is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.