Lateral Attorney Onboarding/Offboarding Coordinator
5 days ago
Los Angeles
About Us Haight Brown & Bonesteel LLP is a dynamic California litigation law firm with five offices throughout the state. Our firm is committed to providing exceptional legal services to our clients while fostering a collaborative and supportive work environment for our team members. Position Overview We are seeking a detail-oriented and proactive Lateral Attorney Onboarding/Offboarding Coordinator to join our team. This critical role ensures seamless transitions for attorneys joining or departing the firm, coordinating with multiple departments and managing complex technology systems to provide an exceptional experience during these key transitions. Key Responsibilities Onboarding • Coordinate and execute comprehensive onboarding processes for lateral attorney hires across all five office locations, • Serve as primary point of contact for new attorneys throughout their onboarding journey, • Configure and provision access to firm technology systems including CARET Legal, InTapp, NetDocuments, Microsoft 365 suite, Adobe, Zoom phone, and other firm applications, • Coordinate with IT, HR, Recruiting, Accounting, and Office Services to ensure all systems, equipment, and workspace requirements are met prior to start date, • Create and maintain attorney profiles in firm management systems, • Arrange hardware setup including computers, monitors, phones, and mobile devices, • Facilitate security badge creation and building access provisioning, • Schedule and coordinate orientation sessions and firm introductions, • Prepare welcome materials and new hire documentation, • Ensure compliance with bar requirements and maintain attorney credentials database, • Track onboarding progress and provide regular status updates to stakeholders Offboarding • Manage comprehensive offboarding process for departing attorneys, • Coordinate retrieval of firm property including laptops, phones, security badges, and other equipment, • Disable system access across all platforms in accordance with firm security protocols, • Work with IT to preserve and transfer attorney files and client data appropriately, • Coordinate with Records team regarding client transitions and file transfers, • Facilitate knowledge transfer and client transition processes, • Ensure proper documentation of departing attorney's matters and client relationships, • Conduct exit interviews when appropriate and document feedback, • Manage final accounting reconciliations in coordination with Accounting department, • Update firm directories, websites, and marketing materials Process Improvement • Maintain and continuously improve onboarding/offboarding checklists and procedures, • Identify opportunities to streamline processes and enhance efficiency, • Develop, prepare, and maintain comprehensive training modules, documentation, and training materials for onboarding/offboarding processes, • Track metrics and generate reports on onboarding/offboarding activities, • Ensure consistency and quality across all office locations Qualifications Required • Bachelor's degree or equivalent work experience, • 5+ years of experience in onboarding/offboarding, HR operations, or legal administration, • Demonstrated ability to create, prepare, and deliver training modules and instructional materials, • Strong technical aptitude with experience managing multiple software platforms, • Excellent organizational and project management skills with ability to manage multiple transitions simultaneously, • Superior attention to detail and commitment to accuracy, • Strong interpersonal and communication skills, • Ability to maintain strict confidentiality and handle sensitive information with discretion, • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams), • Experience working in a professional services or law firm environment preferred Preferred • Experience with CARET Legal (formerly Zola Suite), InTapp, and/or NetDocuments, • Familiarity with California State Bar requirements and attorney licensing, • Knowledge of legal industry technology and practice management systems, • Experience supporting multiple office locations, • Understanding of law firm conflicts of interest processes, • Project management certification or training Skills and Competencies • Exceptional organizational and time management abilities, • Strong customer service orientation with focus on providing excellent experience, • Ability to work independently and take initiative, • Collaborative mindset with ability to work effectively across departments, • Problem-solving skills and ability to anticipate needs, • Flexibility and adaptability in fast-paced environment, • Excellent written and verbal communication, • Ability to build relationships and establish credibility with attorneys and staff Compensation and Benefits • Competitive salary range: $60,000 - $75,000 annually, commensurate with experience, • Comprehensive benefits package including health, dental, and vision insurance, • 401(k) plan, • Generous paid time off and holidays, • Professional development opportunities, • Collaborative and supportive work environment, • Opportunity to make significant impact on attorney experience Location This position is based in our Los Angeles office with occasional travel to our other California offices as needed. Haight Brown & Bonesteel LLP is an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.