Role Description
The Pricing & Legal Project Management Coordinator is an entry-level member of the Pricing & Legal Project Management (LPM) team. The Coordinator supports Pricing and LPM workflows by coordinating matter intake, new matter setup, data validation, standard report preparation, and status tracking. The Coordinator applies established procedures, maintains accurate client and matter information, identifies missing or inconsistent data, and escalates issues.
Job Responsibilities
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Coordinates new matter intake and matter setup in the firmβs financial system (3E), ensuring required client, matter, billing, and arrangement information is complete and accurately entered.
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Verifies matter setup requirements, including billing instructions, ABA/LEDES codes, task and phase code requirements, timekeeper access, and required documentation.
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Reviews intake materials and client or matter arrangement information for completeness, potential administrative conflicts, and billing setup issues; escalates substantive pricing, profitability, AFA, or LPM questions to more senior team members.
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Maintains matter setup documentation, process checklists, status trackers, internal databases, and Excel files to support consistent Pricing and LPM workflows.
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Prepares, runs, and distributes standard recurring matter reports, alerts, and notifications using established templates, firm systems, LPM tools, and Excel.
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Performs initial review of standard reports to identify missing data, unusual variances, budget status items, or setup issues requiring follow-up or escalation.
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Identifies matters that may require Pricing or LPM support during the intake process.
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Coordinates with Billing, Accounting, Conflicts, Finance, attorneys, and Pricing & LPM team members to obtain information, resolve setup questions, and maintain accurate matter and arrangement records.
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Supports updates to billing instructions, task and phase code setup, fee arrangement records, client matter data, and related system information as directed.
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Assists with basic budget monitoring, matter status reporting, and client or matter data validation under the direction of more senior team members.
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Supports continuous improvement by documenting recurring issues, maintaining job aids and process documentation, and recommending practical workflow enhancements within established procedures.
Qualifications
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Strong attention to detail, organizational skills, and ability to maintain accurate data across multiple systems and trackers.
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Strong basic math skills and ability to review standard reports for completeness, consistency, and apparent variances.
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Technological aptitude and ability to learn financial, reporting, matter management, and workflow tools.
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Intermediate knowledge of Microsoft Excel required; experience with large data sets, pivot tables, formulas, and lookups preferred.
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Ability to communicate clearly and professionally, both orally and in writing, with attorneys, business professionals, and team members.
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Ability to organize and prioritize work in a dynamic environment, meet deadlines, and follow through on assigned matters and requests.
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Ability to apply established policies, procedures, and guidance, solve routine problems, and escalate non-routine issues appropriately.
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Ability to handle sensitive client, matter, financial, and firm information with discretion.
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Demonstrated ability to provide responsive, professional service requiring tact, courtesy, and sound judgment.
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Knowledge of the financial system Elite 3E preferred.
Requirements
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Education: The position requires a Bachelorβs Degree.
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Experience: The position requires a 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.
Benefits
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Healthcare
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Vision
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Dental
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Retirement
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All-purpose leave
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Progressive options such as backup childcare, wellness programs, cultural events, and social activities.