Assist with planning and coordinating events related to business development, referral relationships, or client engagement (including tracking invites, materials, deadlines, and follow-up items)
Maintain strong visibility on task progress and deadlines through structured project tracking (e.g., Asana or similar).
Support implementation of improved internal procedures, tracking tools, and matter workflow systems
Assist with internal operational initiatives such as coverage planning, support forecasting, and coordination of team workflows and responsibilities during high-volume periods
Assist with the management, organization, and maintenance of document banks, templates, and internal reference materials
Maintain strong internal organization across client matters, ensuring files are complete, current, and accessible.
Support attorney-level billing workflows, including coordination, accuracy review, and administrative tracking
Assist with collections follow-up and Accounts Receivable outreach in a professional, client-friendly manner.
Support attorneys and team members with document gathering, filing, and tracking to keep matters progressing smoothly.
Monitor billing status and proactively flag issues that impact cash flow, realization, or time-to-payment.
Manage a high volume of legal files and documents with accuracy and urgency.
Support attorney-led marketing projects, particularly those requiring: organizational management; scheduling, tracking, and follow-through, and coordinating logistics and deliverables
Identify inefficiencies and recommend solutions to streamline workflow and reduce friction.
Support Lawmatics and other legal technology tools with updates, organization, and usage consistency.
Assist with building out and maintaining systems that support team efficiency and growth, including: workflow templates, standardized processes, and checklists and internal SOPs

Requirements

2-3 years of experience working as a Client Happiness Coordinator
Experience with Billing and collection tasks
Legal background is a big plus
Bachelor’s degree in Business Administration, Marketing, or Communications
Project Management Professional (PMP) certification or similar (preferred)
Software: Asana, Lawmatics, Copilot

Benefits

Competitive salary.
Paid Time Off.
Annual bonuses.
100% remote/home-based position.
Full-time, long-term career opportunities.
Parental Leave.
Professional development and training.
Dedicated team support.
Alignment with our clients' core values.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

billingcollectionsproject managementdocument managementworkflow managementtask trackingclient engagementinternal procedures improvementlegal file managementorganizational management

Soft Skills

communicationorganizationcoordinationproblem-solvingattention to detailclient-friendly approachtime managementteam collaborationefficiency improvementadaptability

Certifications

Project Management Professional (PMP)Bachelor’s degree in Business AdministrationBachelor’s degree in MarketingBachelor’s degree in Communications