Conflicts and Intake Specialist

Los Angeles, CA; Orange County, CA; Chicago, IL

Summary

The Conflicts and Intake Specialist is responsible for opening New Clients and New Matters across all Offices. The Conflicts Department assists Attorneys in complying with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations. These objectives are accomplished through running conflicts checks and reviewing New Client and New Matter information submitted via the Firm’s business intake system.

Responsibilities

• Conduct an initial review of the intake form and confirm it complies with the Firm’s internal policies and procedures
• Conduct a formal conflicts search using standard Boolean logic and performing corporate research. Escalate hits to the Conflicts Attorney(s) as needed.
• Ensure the documentation included within the request contains all necessary clearances and approvals.
• Initial review of the engagement letter to ensure accuracy with regard to parties, rates, standard language, and format.
• Confirm that all client/matter information recorded in the Firm’s central records is accurate.
• Maintain all electronic client matter records, including attorney allocation changes.
• Assist all Firm personnel by answering questions on the intake process
• Complete special administrative projects as assigned

In addition to the essential functions outlined above:

• Individual in this position will provide additional assistance and support as directed by their supervisor.
• This job description is subject to change at any time.

Qualifications

• High school degree/GED required;
• Minimum of 2 years of experience within conflicts, Aderant experience preferred.
• Strong analytical skills are a must.
• Must have a demonstrated ability to work timely and accurately
• Proficient in Microsoft Office Suite, particularly Word, Excel and Outlook.
• Strong people, communication and multitasking skills, highly organized and detail oriented.
• Ability to work both independently and within a team environment.
• An approach that demonstrates an “ownership” mentality, flexibility, creativity, initiative, tenacity and a positive attitude.

Physical Demands of Position

• Work is performed in a professional office environment and requires the following during the work day:
• Must be able to remain in a stationary position for long periods of time (working at a computer)
• Repetitive movement (i.e. heavy computer/keyboard use).
• Individual will interact regularly with others verbally, in-person, and via written communication.
• May require occasional light lifting (files, copy paper, etc.).

Compensation

The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is $60,000 – $90,000 annually, nonexempt.

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