Client Onboarding Specialist | Legal Intake & Case Prep

Shegerian & Associates; San Diego (CA); On-site; USD 33,000 - 34,000; Full time

Benefits offered by this job

Dental and vision premiums paid by the

100% of Silver-level medical plans

Retirement contribution ~10%

$500 annual FSA

PTO and sick pay; birthday off

Job summary

Shegerian & Associates, California’s premier plaintiff-side employment law firm, seeks an Onboarding Specialist to turn new clients into fully prepared files ready for litigation. You’ll guide clients, draft agreements, collect evidence, and manage deadlines while maintaining strict confidentiality.

You should be meticulous, deadline-driven, and able to communicate clearly with clients in writing and on the phone. This is an in-person role in California with competitive benefits.

Qualifications

• Meticulous by default with automatic follow-through.
• Never misses deadlines; handles stressful client situations calmly.
• Clear written and phone communication.
• Takes ownership and acts without waiting for directions.

Responsibilities

• Guide new clients through onboarding and prepare matters for Case Management and attorney review
• Draft and send retainer agreements and answer client questions
• Collect evidence, case information, and personnel files from the defendant
• Follow up on every outstanding document until the file is complete
• Track critical deadlines, including Tort Claims Act, Statute of Limitations, and Right to Sue
• Keep case files, trackers, and timelines organized and current

Skills

Attention to detail

Follow-through

Written and verbal communication

Ownership

Bilingual (Spanish/English)

Tools

Microsoft Word

Microsoft Excel

CRM software

Job description

Shegerian & Associates, California’s premier plaintiff-side employment law firm, seeks an Onboarding Specialist to turn new clients into fully prepared files ready for litigation. You’ll guide clients, draft agreements, collect evidence, and manage deadlines while maintaining strict confidentiality.

You should be meticulous, deadline-driven, and able to communicate clearly with clients in writing and on the phone. This is an in-person role in California with competitive benefits.