SMB Team

SMB Team helps law firms through digital marketing services, courses and coaching.

11-50 employees

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Private Company

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Open Positions7

Employee may be based anywhere in the United StatesFull-TimeEstate planning lawPosted

Case Manager

Manage basic estate planning case files under the supervision of attorneys.
Serve as the central administrative hub and primary point of contact for clients throughout the estate planning process.
Coordinate case progress from intake to final draft delivery.
Coordinate and triage inbound client communication.
Keep clients updated on case progress and notify the appropriate internal team member of issues.
Draft and edit estate planning documents as needed under an attorney's supervision.
Update successor trustee, beneficiary, and distribution information in documents.

WritingComputer skills

Showing 1 of 7 positions

About SMB Team

SMB Team is on a mission to empower 10,000 law firm owners to double their revenues, profits, and overall freedom in under 12 months. They achieve this by transforming law firms' business models and marketing strategies. They offer comprehensive digital marketing solutions, including PPC, SEO, social media, and website design, alongside private coaching, courses, and events. SMB Team's approach helps law firms generate high-volume, qualified leads and implement flawless intake systems, ultimately building self-managing teams and maintaining high profits. They've already helped over 110 law firms double their annual revenues within the last year, demonstrating their powerful impact.

How We Work

At SMB Team, you'll find a performance-based culture that values growth and extreme ownership. They operate with radical transparency, fostering open and honest communication. They believe in being a championship-winning team of 'A-players' who form close bonds and trust one another. Adversity is seen as an opportunity for growth, and mistakes are rewarded as long as they become lessons. While they encourage face-to-face collaboration, 100% virtual work is also available, offering flexibility.

Why Join Us

Be part of the #1 fastest-growing legal marketing and coaching company in the U.S.
Drive significant impact, helping law firm owners achieve multi-7 and 8-figure revenue growth and personal freedom.
Access an education and learning budget for courses, events, and books, fostering continuous professional development.
Benefit from a transparent, education-first approach that disrupts traditional agency models.
Work in an environment that prioritizes growth and innovation, constantly seeking new solutions for clients.

Benefits & Perks

Medical, Dental, and Vision insurance for you and your family, with 75% employer coverage.
Flexible vacation time to recharge and be your best.
401(k) with a 3% match for your future investments.
Company activities, outings, and retreats for fun and team building.
100% optional in-office work, offering flexibility for remote work.

Tech Stack

widgetsmobileanalyticspayment

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