Business Intake & Conflicts Manager

Job Description

Job Description

The Business Intake & Conflicts Manager is responsible for leading the firm's New Business Intake/Conflicts department, ensuring the efficient, accurate, and compliant onboarding of new clients and matters and lateral attorneys. This role combines strategic leadership with hands-on oversight of conflicts analysis, research, and intake operations. This position plays a critical role in safeguarding the firm and ensuring database integrity while supporting business growth through effective intake and conflicts resolution processes.

UB Greensfelder LLP is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. The firm's attorneys advise regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 specialized practice and industry groups. Renowned for its best-in-class client service and litigation excellence, UBG was named "2025 Ohio and Missouri Firm of the Year" byBenchmark Litigationand consistently earns top-tier accolades from Chambers and Partners. Established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., UB Greensfelder has quickly emerged as a super-regional powerhouse firm in the Midwest and in top-tier business centers. For more information, please visit . Our Business Begins With You.

Position responsibilities include:

• Lead, supervise, and develop a team of Conflicts and New Business Intake professionals
• Manage daily workflow, including task assignments, queue monitoring, and escalations
• Establish and track service levels, turnaround times, and quality standards
• Oversee hiring, onboarding, training, and performance management
• Oversee and conduct conflict of interest searches for new business, lateral hires, and matter updates
• Ensure compliance with applicable rules of professional conduct and firm policies
• Escalate high-risk or sensitive matters to the Office of General Counsel or its designee
• Oversee the implementation and monitoring of ethical walls
• Oversee the new client and matter intake process, ensuring completeness, accuracy, and compliance
• Review intake submissions for adherence to firm risk management requirements (e.g., engagement terms, retainers)
• Ensure the integrity and accuracy of client and matter data within firm systems
• Partner with Finance, Billing, and other departments to ensure timely matter opening and alignment with billing processes
• Respond to attorney and staff inquiries regarding conflicts, intake, and matter maintenance
• Serve as a subject matter expert for Intapp Conflicts and Intake (or equivalent systems), including workflow configuration and administration
• Maintain database quality and oversee system permissions, roles, and approval workflows
• Develop and deliver reporting on workflow, risk trends, and operational performance
• Partner with firm leadership to develop and implement policies, procedures, and best practices
• Identify and implement workflow improvements to enhance efficiency and accuracy
• Lead or support strategic initiatives, including lateral integrations, audits, and system enhancements
• Promote consistency across offices and practice groups in conflicts and intake processes

Qualified applicants will have:

• Bachelor's degree required; JD or advanced degree preferred
• Minimum 5 years of experience in law firm conflicts, intake, or related risk management functions
• Minimum 23 years of supervisory or management experience in a law firm environment
• Strong knowledge of professional responsibility rules and conflicts of interest analysis
• Experience handling lateral conflicts submissions
• Experience with Intapp Conflicts and Intake strongly preferred
• Familiarity with NetDocs, Aderant, or similar systems preferred
• Experience with legal and corporate research tools (e.g. D&B)
• Leadership and team development
• Strong analytical and risk assessment capabilities
• Exceptional attention to detail and commitment to data quality
• Ability to manage multiple priorities in a fast-paced environment
• Ability to manage time, prioritize workload effectively, and handle stressful situations.
• Ability to exercise discretion and preserve confidentiality.
• Strong organizational skills, including data collection and record keeping.
• Willingness to learn and utilize new technologies.
• Capable of working independently and/or with minimal supervision.
• Ability to establish and maintain effective working relationships with firm attorneys and staff.
• Excellent communication skills, including telephone and email etiquette, ability to follow instructions (both printed and oral), and ability to follow up with others as needed to complete tasks in a timely fashion.
• Strong initiative to improve departmental processes via more efficient procedures and/or use of technology.

UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer a competitive compensation and benefits package, which includes medical/dental/vision, 401(k) with employer contribution, short and long-term disability plans, life insurance, well-being initiatives, and paid parental leave programs. If you desire to work in a truly people-focused environment for a firm that values its employees, then UB Greensfelder is the firm for you.

UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.