Client Intake Analyst
Responsibilities
- Reviewing new client and matter requests, amendments to existing matters, and client/matter maintenance requests
- Conducting conflict searches using Firm systems, databases, and research tools for new matters and change requests
- Researching clients and conflict parties using internal and external resources (including Hoovers, Dunn & Bradstreet, LexisNexis, and internet searches) to identify potential conflicts, issues, or inconsistencies
- Analyzing, interpreting, and summarizing conflict search results and research findings for review by the Conflicts Resolution Team, Ethics Committee, and Business Intake Committee
- Validating and processing new matter openings, client maintenance, matter updates, and change tasks in accordance with established policies and procedures
- Coordinating with the Ethics Committee, Business Intake Committee, attorneys, and legal and administrative staff to ensure intake requests, file openings, and change tasks are completed accurately and efficiently
- Maintaining accurate documentation within the intake system
Requirements
- A bachelor's degree, paralegal certificate, or equivalent experience
- A minimum of one year law firm experience required; additional experience preferred including experience with new matter intake, conflicts or legal administrative support
- Working knowledge of legal conflicts and business intake concepts
- Experience using Aderant, Elite, Intapp, or comparable systems preferred
- Strong analytical and organizational skills
- Excellent written and verbal communication
- Ability to manage multiple priorities in a deadline-driven environment
Qualifications
The successful candidate will demonstrate strong analytical and organizational skills, excellent written and verbal communication, and the ability to manage multiple priorities in a deadline-driven environment.
Skills
Strong analytical and organizational skills, excellent written and verbal communication, and the ability to manage multiple priorities in a deadline-driven environment.
Benefits
Venable offers a comprehensive benefits package including medical, dental, vision, disability, life insurance, flexible spending and healthcare savings accounts, 401(k) with firm profit share, paid time off, firm paid holidays, wellness and personal advocacy programs, family planning resources and leave programs, tuition reimbursement, and more.
Pay
Pay Range for Candidates in Los Angeles: $65,000 - $85,000 per year
Schedule
Not specified