Impactful Legal Client Onboarding Specialist

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

Benefits offered by this job

Dental and vision premiums covered 100

Medical premiums fully covered (Silver

Retirement contributions ~10%

$500 annual FSA contribution

PTO and birthday off as fully paid

Job summary

Shegerian & Associates in San Diego seeks an Onboarding Specialist who turns consultations into ready-to-assign files. You will guide new clients, draft retainer agreements, collect documents, and track deadlines, ensuring the case packet is complete for the team.

Ideal candidates are meticulous, deadline-driven, and able to communicate clearly in writing and by phone. Bilingual Spanish and English is preferred. The role is in-person with competitive hourly pay and full benefits.

Qualifications

• 1+ year of legal intake, client services, or administrative experience (Preferred).
• Fluent in Spanish and English (Preferred).
• Exceptional attention to detail and organization.

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 (TCA), Statute of Limitations (SOL), and Right to Sue (RTS).
• Keep case files, trackers, and timelines organized and current.

Skills

Legal intake

Client services

Administrative experience

Tools

MS Word

Excel

CRM software

Job description

Shegerian & Associates in San Diego seeks an Onboarding Specialist who turns consultations into ready-to-assign files. You will guide new clients, draft retainer agreements, collect documents, and track deadlines, ensuring the case packet is complete for the team.

Ideal candidates are meticulous, deadline-driven, and able to communicate clearly in writing and by phone. Bilingual Spanish and English is preferred. The role is in-person with competitive hourly pay and full benefits.