Pricing and Legal Project Management Coordinator

Overview

This entry-level role supports the Pricing & Legal Project Management (LPM) team by coordinating matter intake and setup workflows, validating data, preparing standard reports, and tracking matter status. The Coordinator applies established procedures to maintain accurate client and matter information, flags missing or inconsistent data, and escalates issues as appropriate.

Responsibilities

• Coordinate new matter intake and matter setup in the firm’s financial system (3E), ensuring required client, matter, billing, and arrangement information is complete and accurately entered.
• Verify matter setup requirements, including billing instructions, ABA/LEDES codes, task and phase code requirements, timekeeper access, and required documentation.
• Review intake materials and client or matter arrangement information for completeness, potential administrative conflicts, and billing setup issues; escalate substantive pricing, profitability, AFA, or LPM questions to more senior team members.
• Maintain matter setup documentation, process checklists, status trackers, internal databases, and Excel files to support consistent Pricing and LPM workflows.
• Prepare, run, and distribute standard recurring matter reports, alerts, and notifications using established templates, firm systems, LPM tools, and Excel.
• Perform initial review of standard reports to identify missing data, unusual variances, budget status items, or setup issues requiring follow-up or escalation.
• Identify matters that may require Pricing or LPM support during the intake process.
• Coordinate with Billing, Accounting, Conflicts, Finance, attorneys, and Pricing & LPM team members to obtain information, resolve setup questions, and maintain accurate matter and arrangement records.
• Support updates to billing instructions, task and phase code setup, fee arrangement records, client matter data, and related system information as directed.
• Assist with basic budget monitoring, matter status reporting, and client or matter data validation under the direction of more senior team members.
• Support continuous improvement by documenting recurring issues, maintaining job aids and process documentation, and recommending practical workflow enhancements within established procedures.

Requirements

• Bachelor’s Degree.
• Minimum of one (1) year of work or educational experience during which the knowledge, skills, and abilities relevant to the position were obtained.
• Experience in a law firm, professional services, finance, billing, accounting, or project coordination environment is preferred.

Knowledge, Skills, and Abilities

• Strong attention to detail, organizational skills, and ability to maintain accurate data across multiple systems and trackers.
• Strong basic math skills and ability to review standard reports for completeness, consistency, and apparent variances.
• Technological aptitude and ability to learn financial, reporting, matter management, and workflow tools.
• Intermediate knowledge of Microsoft Excel required; experience with large data sets, pivot tables, formulas, and lookups preferred.
• Ability to communicate clearly and professionally, orally and in writing, with attorneys, business professionals, and team members.
• Ability to organize and prioritize work in a dynamic environment, meet deadlines, and follow through on assigned matters and requests.
• Ability to apply established policies, procedures, and guidance, solve routine problems, and escalate non-routine issues appropriately.
• Ability to handle sensitive client, matter, financial, and firm information with discretion.
• Demonstrated ability to provide responsive, professional service requiring tact, courtesy, and sound judgment.
• Knowledge of the financial system Elite 3E preferred.

Compensation & Benefits

• US Pay Range:
  • $55,000–$80,000 for Boston, Chicago, Dallas, Denver, Los Angeles, Minneapolis, Orange County, and Washington, DC
  • $60,000–$90,000 for New York and San Francisco
  • $48,000–$80,000 for all other U.S. locations
• Additional compensation may include a discretionary bonus.
• Salary may vary based on location, market data, and an applicant’s skills and prior experience, certain degrees and certifications, and other factors.
• Benefits include healthcare, vision, dental, retirement, and all-purpose leave and progressive options such as back up childcare, wellness programs, cultural events and social activities.

Preferred Qualifications

• Experience in a law firm, professional services, finance, billing, accounting, or project coordination environment.

Location

Boston, Chicago, Dallas, Denver, Los Angeles, Minneapolis, Orange County, Washington, DC, New York, San Francisco, and all other U.S. locations (pay varies by location as listed in the Compensation & Benefits section).

Additional Information

• Pursuant to the San Francisco Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered.
• Participates in the E-Verify program.
• EOE m/f/d/v