Client Intake Specialist

About the role

Thompson Coburn, a large full-service law firm with offices in eight cities across the U.S., is seeking a full-time non-exempt Client Intake Specialist to join one of its offices in Dallas, Chicago, St. Louis, or Washington D.C. This position supports over 450 attorneys across 50 areas of law in a welcoming, fast-paced, and inclusive environment. Under the guidance of the Client Intake Manager, you will process client and matter intake requests, perform quality review checks, and apply a general understanding of legal conflict of interest principles. This role provides guidance to attorneys, legal administrative assistants, and other support staff regarding conflicts and client/matter intake processes. After an initial training period, this non-exempt position is eligible for a hybrid-remote work schedule.

Responsibilities

• Develop and apply a general understanding of legal conflict of interest principles.
• Perform quality assurance review of conflicts and client/matter information to ensure accuracy, completeness, and adherence to firm guidelines and procedures.
• Utilize software and workflow platforms to process client and matter intake information.
• Process conflict requests for clients and matters.
• Process changes and updates for client and matter files, including key information related to contact details and billing rates.
• Document, update, and communicate procedures, known issues, or workarounds to users, and provide general user support for intake and conflict request tools.
• Escalate actual or potential issues to the appropriate individuals.
• Work overtime as needed.

Requirements

• Excellent customer service and strong collaboration skills to work effectively in a team environment.
• Demonstrated knowledge of Microsoft Office Suite.
• Familiarity with Aderant, Intapp, or similar computerized accounting and client intake software.
• Ability to handle critical duties on fast-paced days while keeping longer-term responsibilities on target with minimal supervision.
• High level of professionalism and interpersonal skills to work well with attorneys and employees at all levels while maintaining confidentiality.
• Tact and diplomacy in dealing with others.
• Fluent in English with strong written and verbal communication skills, including the ability to compose professional documents using correct grammar and spelling.
• Excellent attention to detail, ability to balance multiple projects, and strong time management skills.
• Critical thinking and problem-solving skills, with the ability to apply common-sense understanding to encountered situations.
• Ability to process routine daily functions while resolving sensitive issues and complex assignments using above-average critical thinking skills.
• Ability to collect information through communication, questioning, and interviewing techniques.

Qualifications

• Associate degree or higher preferred.
• Minimum one year of prior experience scrubbing, mining, or analyzing data required.
• Prior experience in the legal services industry required.
• Prior client intake and conflicts experience in the legal services industry strongly preferred.

Benefits

• Medical Insurance
• Vision Insurance
• Dental Insurance
• Life Insurance & ADD policies
• Short & Long Term Disability Insurance
• Paid Parental Leave
• 401(k) Profit Sharing plans
• Parking/Transportation Stipend
• Section 125 Plan (Pre-tax premiums and medical reimbursement)
• Paid Holidays
• Paid Time Off (PTO)
• Employee Assistance Program (EAP)
• Employee Wellness Program
• Tuition Reimbursement
• College Savings Plan Deductions (529 Plans)
• Long Term Care