Client Intake Specialist

Essential Functions

• Conducting conflict checks on new clients for attorneys in the local office
• Receiving and organizing case documents and correspondence required for the new matter process
• If a new client is a litigation matter, creating litigation hold letters for attorney approval
• Processing new matter memos for the local office and entering into Aderant software application
• Verifying correct rates for clients by reviewing of matter descriptions and practice areas
• If new client, reviewing documentation to determine new rates to be entered and entering those rates into the system
• Reviewing and confirming client billing addresses, contact information, and adjuster contact information, if applicable
• Assigning new client matter numbers and uploading new matter memos and respective documents to iManage

Job Qualifications/Specifications

• Experience with LawTime, Aderant, or equivalent accounting software is preferred
• Experience in a legal/law firm environment
• Attention to detail, along with the ability to multi-task
• Proactive work ethic
• Excellent communication and organizational skills
• Strong problem-solving skills, takes initiative, and uses good judgment
• Able to adapt based on shifting priorities
• Proficient using Microsoft office applications
• Able to be a self-starter and work with minimal supervision

Benefits

• Competitive compensation
• Medical, dental, vision, life insurance
• 401(k) with employer match
• Sick and vacation time
• Opportunities for growth and advancement
• Collaborative team environment