Client Care Coordinator

At Medina McKelvey, we equip employers to transform legal uncertainty into stability. As a rapidly growing, full-service firm with multiple practice groups built by former Big Law attorneys with an entrepreneurial spirit, we represent clients across California and the country. But we're more than just legal professionals; we are peacemakers, providing the guidance needed to navigate the complexities of employment law with clarity and peace of mind.

We're building a team of talented individuals, from legal professionals to business service experts, who thrive on integrity, are driven to create proactive solutions, and are dedicated to genuine partnerships. Here, your contributions are valued, your growth is prioritized, and your passion for exceptional service is ignited. You'll be challenged and supported while having the opportunity to make a real impact. If you're a driven, focused professional ready to be an anchor for our clients and a vital part of our team, we invite you to explore this opportunity.

Conflict Checks & Matter Intake

Conflict & Compliance

• Run conflict checks and pull complaints and LWDA letters for prospective and current matters
• Matter Setup
• Open new matters for current clients
• Create dingers on the case portal website for new and potential clients at a partner’s request

Prospect & Meeting Coordination

Prospect Support

• Support prospect coordination with the Prospect Coordinator, ensuring emails and responses are handled promptly
• Review prospect status report developed by the Prospect Coordinator and alert relevant Partner when follow-up required
• Partner with Admin Assistants to schedule and book meetings with partners
• Assemble Pre-Pitch notes for Partners once meeting has been scheduled with prospected client and send prior to meeting (Deliver at least 1hour prior)
• Send reminders to Partners and Prospected Clients about outstanding engagement agreements

Client Onboarding & Offboarding

Engagement Agreements

• Serve as direct support in the engagement process, including conflict checks, drafting engagement agreements, new client onboarding, and opening new matters in Clio and NetDocuments
• Set up RFP (Request for Proposal) decks for partners with a high level of responsiveness

Offboarding

• Confirm the scope of disengagement with the handling partner (full client vs. a single matter, and whether an advice-and-counsel matter stays open)
• Assess retainer status and coordinate with the partner and CBS on refunding or reallocating funds, confirming the client’s mailing address
• Draft the disengagement letter from the firm template, route it to the handling partner for review, and finalize it for sending
• Close the matter in Clio (status and closed date) and file the finalized letter in the client’s NetDocs Engagement Agreements folder

Pay: $26.00 - $30.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance

Application Question(s):

• How many years of experience do you have supporting attorneys in a law firm, including tasks like conflict checks, client intake, or opening new matters?
• How many years of experience do you have in a law firm, completing tasks such as engagement letters, running conflict checks, and/or opening new matters?

Work Location: Remote