Client Intake Specialist

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Thompson Coburn, a large full-service law firm with offices in eight (8) cities across the U.S., is in search of a full-time non-exempt Client Intake Specialist to join one of its offices in Dallas, Chicago, St. Louis, or Washington D.C. With over 450 attorneys and experience in 50 areas of law, Thompson Coburn is regularly recognized for providing clients with outstanding value and service. Driven by our core values of integrity, innovation and diversity, we collaborate and work in a welcoming, fast-paced, and inclusive environment. If you want to advance your career in legal administrative support, then this might be an exciting opportunity for you.

Under the guidance of the Client Intake Manager, this position will process client and matter intake requests, perform quality review checks, and apply a general understanding of legal conflict of interest principles. It will also provide guidance to attorneys, legal administrative assistants, and other support staff regarding the conflicts and client/matter intake processes. This non-exempt position is eligible for a hybrid-remote work schedule after an initial training period.

Key Responsibilities:

• Develops and applies a general understanding of legal conflict of interest principles.
• Applies quality assurance review of conflicts and client/matter information and ensures high levels of accuracy and completeness of information and adherence to Firm guidelines and procedures.
• Utilizes software and workflow platform to process client and matter intake information.
• Processes conflict requests for clients and matters.
• Processes changes and updates for client and matter files, which includes certain key information related to contact information and billing rates.
• Documents, updates, and communicates procedures, known issues, or workarounds to users as well as provides general user support for the intake and conflict request tools.
• Escalates actual or potential issues to the appropriate individual(s).

Knowledge, Skills and Abilities Required:

• Must display excellent customer service.
• Must possess strong collaboration skills to successfully work in a team environment.
• Demonstrated knowledge of Microsoft Office Suite.
• Familiarity with Aderant and Intapp or similar computerized accounting and client intake software.
• Must be able to handle critical duties on fast-paced days and keep longer term responsibilities on target, all with minimal supervision.
• Must possess a high level of professionalism and interpersonal skills so as to be able to work well with attorneys and employees at all levels within the organization and maintain all information in the strictest of confidence. Required to use tact and diplomacy when dealing with others.
• Must have ability to read, write and communicate fluent English; ability to compose documents in the appropriate business style using correct grammar and spelling; ability to communicate clearly using proper grammar and diction over the telephone.
• Must possess excellent attention to detail, ability to balance multiple projects and have strong time management skills.
• Must possess critical thinking and problem solving skills.
• Must have ability to reason and apply common-sense understanding to situations encountered.
• Ability to process routine daily functions while being able to resolve sensitive issues and complex assignments utilizing above average critical thinking skills.
• Must have ability to collect information through communication, questioning and interviewing techniques.
• Ability to work overtime as needed.

Experience and Education Qualifications:

• Associate degree or higher preferred.
• Minimum one year prior experience scrubbing, mining or analyzing data required. Prior experience in the legal services industry required.
• Prior client intake and conflicts experience in the legal services industry strongly preferred.

Thompson Coburn LLP is a large, full service, multi-state firm with offices in Birmingham, Chicago, Dallas, Los Angeles, New York, St. Louis, Southern Illinois, and Washington D.C. At Thompson Coburn, our behavior and the expectations we have of ourselves are guided by the values that we hold in the highest regard: integrity, a passion for excellence, a focus on serving the client, a value of diversity, innovation, creativity, trust, and loyalty. Within the Firm, we value each other as people and colleagues. In addition to the exceptional working environment and a competitive salary, Thompson Coburn provides the following benefit options to qualifying employees:

• Medical Insurance
• Vision Insurance
• Life Insurance & ADD policies
• Short & Long Term Disability Insurance
• 401(k) Profit Sharing plans
• Parking/Transportation Stipend
• Section 125 Plan (Pre-tax premiums and medical reimbursement)
• Paid Holidays
• Paid Time Off (PTO)
• Employee Assistance Program (EAP)
• Employee Wellness Program
• Tuition Reimbursement
• College Savings Plan Deductions (529 Plans)

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