BIC Intake Specialist

Position Summary Cooley seeks a BIC Intake Specialist to join the Business Intake & Conflicts team. Under the supervision of the Regional Associate Director of Conflicts or the BIC Supervisor (New Business), the specialist will focus on new business intake and collaborate with BIC divisions. Responsibilities Process and analyze all new intake requests for potential, existing, and former clients. Review data quality issues and changes made between conflicts clearance and intake review that may impact original conflicts analysis. Communicate with attorneys, their assistants, submitters, and other users regarding intake issues and risk management procedures. Prepare and present appropriate information (e.g., engagement letter reviews, credit reports, litigation history reports, discounts, client requested guidelines) to approval partners. Resolve follow‑up queries from approval partners. Identify and facilitate additional special approvals (e.g., law firm engagements, cannabis). Document and notate requests for downstream processing, highlighting outstanding requirements. Facilitate changes to client and matter master data in applicable systems, consistent with policies and integrations. Monitor the Business Intake support mailbox to assist attorneys and other users with intake questions, issues, or status requests. Delegate accurately and appropriately to other BIC or firm divisions where best handled elsewhere. Escalate operational or customer service issues to the BIC Intake Team Lead or Director. Facilitate upload process for large numbers of matters. Perform limited/basic conflicts searches as necessary. Assist with testing and changes to new or existing software. Create administrative matters (CGC, shadow, etc.) and related ethical wall setup/maintenance. Assist with integration errors and training sessions/updates for users. Perform other duties as assigned or required. Skills & Experience After orientation at Cooley LLP, exhibit proficiency in Microsoft Office, iManage, and other firm applications. Available to work overtime as required. 3+ years of applicable experience (e.g., conflicts of interest, document review, intake, or corporate law practice). Knowledge of ABA Model Rules of Professional Conduct and California State Bar Rules. Bachelor’s degree preferred. Paralegal certificate preferred or completion of an ethics course in a paralegal program. Prior experience as a paralegal, intake coordinator, or conflicts analyst. Competencies Excellent attention to detail. Strong verbal and written communication skills. Ability to organize, prioritize, and coordinate multiple activities. Strong judgment. Team‑player with collaborative spirit. Ability to handle and maintain confidentiality regarding firm information, projects, client data. High level of professionalism at all times. Compensation and Benefits The expected hourly pay range for a 40‑hour per week schedule is $33.00–$47.00 ($68,640.00–$97,760.00 annually). Final offer will depend on geographic location, experience, and skillset. Benefits include medical, dental, vision, health savings account, dependent care flexible spending accounts, pre‑tax commuter benefits, life insurance, AD&D, long‑term care coverage, backup care for children and/or adults, and parental support benefits. Employees receive firm‑paid life insurance, AD&D, LTD, short‑term medical benefits and 20 days of Paid Time Off and 10 paid holidays each year. Parents and fertility benefits are available. New employees attend a detailed benefit orientation. Cooley is an equal opportunity employer (EEO). EOE. #J-18808-Ljbffr Cooley LLP