Conflicts and Intake Coordinator

Conflicts And Intake Coordinator - Hybrid

This critical role is responsible for ensuring the firm's compliance with conflict of interest rules and managing the client intake process. The ideal candidate will have a strong understanding of legal ethics, excellent research and analytical skills, and a commitment to providing exceptional client service.

Responsibilities:

• Conflicts Checking:
  • Conduct thorough conflicts checks using various resources, including internal databases, external databases (e.g., LexisNexis, Westlaw), and other available information.
  • Analyze conflict check results to identify potential conflicts of interest, including actual, potential, and imputed conflicts.
  • Prepare detailed conflict reports summarizing findings and potential risks.
  • Collaborate with attorneys and staff to resolve conflicts, including drafting waiver letters and implementing ethical screens.
  • Maintain accurate and up-to-date records of conflict checks and resolutions.
  • Stay current on relevant conflict of interest rules and regulations.
• Client Intake:
  • Manage the initial client intake process, including answering inquiries, scheduling consultations, and collecting necessary information.
  • Conduct initial client interviews to gather relevant case details and assess potential legal issues.
  • Open new client files and ensure all required documentation is completed and organized.
  • Prepare engagement letters and other client communication documents.
  • Input and maintain client data in the firm's practice management system.
  • Coordinate with attorneys and staff to ensure smooth onboarding of new clients.

Qualifications:

• Bachelor's degree preferred;
• Experience in a law firm environment, serving in a conflicts or intake role.
• Strong understanding of legal ethics and professional responsibility rules, particularly those related to conflicts of interest.
• Proficiency in legal research databases (e.g., LexisNexis, Westlaw).
• Experience with practice management software
• Excellent research, analytical, and problem-solving skills.
• Exceptional attention to detail and organizational skills.
• Strong communication and interpersonal skills.