Legal Conflicts and Intake Specialist

Job Description

Job Description

The Conflicts and Intake Specialist will review new business intake forms and identify conflicts in order to ensure accuracy, including verifying information, conducting research, and communicating with all levels of personnel of the Firm in order to ensure accurate conflict clearance. Additionally, the Conflicts and Intake Specialist will maintain internal conflicts database and ensure proper and accurate documentation of legal and business conflicts.

Essential Functions & Responsibilities

• Providing first level analysis of reports for Conflict Check Requests relating to new business for attorneys to review further, including Lateral Hires.
• Facilitating the client and matter on-boarding process, particularly by conducting risk checks on new clients and new mandates involving conflicts and confidentiality (legal and commercial), client due diligence, jurisdictional, and reputational risk analysis.
• Undertaking research and analysis on an ad-hoc basis.
• Assisting with maintaining databases by performing various changes, corrections, and updates on existing client and matter information.
• Reviewing engagement letters for accuracy in scope and Rates review.
• A strong customer service approach and team focus with the ability to work independently.
• Assist team with special projects relating to the firm's professional responsibility, compliance, and conflicts initiatives.
• Available for occasional overtime during evening hours, weekends, and certain holidays as needed.

Education & Experience

• Bachelor's degree
• Minimum of 1-2 years of experience working within a conflicts department
• InTapp and Aderant experience preferred.
• Experience with client onboarding in a law firm setting

Knowledge & Skills

• Good understanding of the Rules of Professional Conduct as they relate to conflicts.
• Good understanding of corporate structures, including companies, trusts and partnerships.
• Excellent organizational and planning skills with strong attention to detail and the ability to prioritize multiple tasks and projects to meet deadlines.
• Ability to liaise with all levels of personnel in a professional manner, both oral and written, to obtain information on new clients and matters.
• Proactive mentality that thinks ahead and anticipates what is next