Client Services Coordinator [HE175]

Job Description

Job Description

Client Services Coordinator (Law Firm)

Position Summary

The Client Services Coordinator is responsible for delivering a high-quality client experience from initial intake through ongoing case support. This role serves as a key liaison between clients, attorneys, and internal team members to ensure smooth communication, efficient case flow, and consistent follow-through on all client-related matters.

This position is ideal for someone who is highly organized, proactive, tech-savvy, and passionate about client experience in a fast-paced legal environment.

Key Responsibilities

Client Intake & Onboarding

• Manage new client intake process from initial inquiry to onboarding 
• Conduct intake calls and gather relevant case information 
• Ensure all client documentation and conflict checks are completed accurately 
• Coordinate signing of engagement agreements and onboarding materials 

Client Communication & Support

• Serve as the primary point of contact for clients on non-legal matters 
• Provide timely updates on case status and next steps 
• Respond to client inquiries via phone, email, and client portals 
• Maintain a professional, empathetic, and service-oriented approach at all times 

Case Coordination & Workflow Management

• Coordinate with attorneys and legal staff to ensure deadlines and tasks are met 
• Track case progress and follow up on outstanding items 
• Manage workflows using practice management software (e.g., Clio or similar) 
• Ensure accurate data entry and case file maintenance 

Administrative & Systems Support

• Support document management, scheduling, and calendar coordination 
• Assist with preparation and organization of client-facing materials 
• Help improve and maintain internal systems and processes 
• Identify bottlenecks and suggest workflow improvements 

Client Experience & Retention

• Proactively identify opportunities to improve client satisfaction 
• Ensure clients feel informed, supported, and valued throughout their case 
• Escalate issues appropriately and in a timely manner 

Qualifications

• 1–3+ years of experience in a client services, legal assistant, intake, or customer success role (law firm experience is required) 
• Strong communication skills (written and verbal) 
• Highly organized with excellent attention to detail 
• Comfortable using legal technology and CRMs (Clio experience is a plus) 
• Ability to manage multiple priorities in a fast-paced environment 
• Professional, empathetic, and solutions-oriented mindset 

Core Competencies

• Client-first mindset 
• Accountability and follow-through 
• Strong communication and interpersonal skills 
• Systems and process orientation 
• Adaptability in a growing or changing environment 

We are looking for someone who is not only skilled and dependable, but who also genuinely cares about doing meaningful work and supporting both clients and teammates with excellence. If you are a proactive problem-solver who takes pride in being reliable, detail-oriented, and committed to continuous learning, we would love to hear from you.

We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.

Job Type: Full-time