Jobs · Pennsylvania

Conflicts and Business Intake Compliance Counsel

Duane Morris LLP · Philadelphia, PA · 1 mo ago
HybridFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No Job ID. Remove boilerplate. Need to preserve all substantive info. We need to parse the posting. Sections: - Overview: description of firm. Could be "About the role" or maybe "About the firm". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly. We have: OVERVIEW: description of firm. SUMMARY: description of role. ESSENTIAL FUNCTIONS: list of duties. OTHER DUTIES ASSIGNED: more duties. EXTENT OF CONTACT: contact info. WORKING CONDITIONS AND ENVIRONMENT: schedule, travel. PREFERRED QUALIFICATIONS: list of qualifications/skills. EDUCATION AND EXPERIENCE: education/experience requirements. BENEFITS: list. ACCOMMODATION STATEMENT etc: boilerplate to remove. We need sections: About the role (maybe summary), Responsibilities (essential functions + other duties), Requirements (education and experience?), Qualifications (preferred qualifications?), Skills (maybe from preferred qualifications), Benefits (benefits), Pay (none), Schedule (working conditions). Since no pay info, we should not include Pay section. Schedule: we have working conditions: full-time, 5-day work week, standard hours, limited domestic travel. That's schedule info. We must not create sections with filler like "not specified". So only include sections with real content. Thus sections: - About the role: could combine OVERVIEW and SUMMARY? But OVERVIEW is about firm, not role. Maybe "About the role" should be summary of role. We'll put summary. - Responsibilities: essential functions + other duties combined. - Requirements: education and experience (J.D., bar membership, 4 years experience). Could also include preferred qualifications? But we have separate Qualifications and Skills. - Qualifications: preferred qualifications list (ethical standards, organizational skills, interpersonal skills, ability to recognize conflicts, prior experience as conflicts attorney). Might also include education? But we already have education in Requirements. We'll keep Qualifications as preferred qualifications. - Skills: maybe we can extract skills from preferred qualifications: organizational and planning skills, interpersonal skills, ability to recognize conflicts, etc. But we might combine with Qualifications. However instruction: prefer few substantive sections over many thin ones. Could merge Qualifications and Skills into one? But they ask to use headings for each if content exists. We could have Qualifications (including preferred qualifications) and Skills (maybe from preferred qualifications). But to avoid thin sections, we could put all under Qualifications and omit Skills. However they said use headings for sections like Skills if there is content. If we omit Skills, it's okay as long as we don't create empty heading. Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Schedule. Check each for content. About the role: we need to include summary of role: "We are seeking a Conflicts and Business Intake Compliance Counsel. The ideal candidate will act as counsel to the law firm in identifying and resolving actual and potential conflicts of interest arising out of new business intake and the hiring of lawyers and staff joining the firm, as well as assisting with the onboarding of clients, matters, lawyers and staff." That's substantive. Responsibilities: essential functions + other duties. Need to list as
  • . Must preserve all substantive info. Let's extract bullet points. Essential functions (list): - Perform initial review of conflicts reports requested by firm attorneys, identify actual and potential conflicts of interest and coordinate resolution of conflicts among all involved parties. - Advise the firm and its attorneys regarding the appropriate form and terms of engagement letters for use in documenting new engagements and counseling and assisting attorneys on drafting such letters as needed. - Approve engagement letter drafts prior to distribution to clients and assist with drafting waivers for inclusion in engagement letters or separate letters as required. - Monitor compliance with new business intake instructions and requirements, such as the completion and execution of appropriate engagement letters and any necessary waivers, implementation of ethical screens where necessary and assessment of intake risk by the firm. - Act as a resource in assisting firm attorneys in understanding conflicts of interest and managing conflicts and new business intake in an appropriate manner, including participation in firm presentations and training programs as needed. - Review conflicts reports for incoming lateral lawyers, new lawyers and legal support staff and take necessary action to clear actual and potential conflicts of interest, including interfacing with candidates where necessary to obtain further information about their work. Other duties assigned: - Provide legal advice to the firm and its personnel regarding various professional responsibility and risk management matters as required by the Office of General Counsel. - Tasks may include development and updating of firm policies and forms for internal use; reviewing and providing legal advice regarding client Outside Counsel Guidelines and vendor contracts; maintaining and updating terms of engagement letters, waiver letters and related documents based on changes in the law and firm practice; assisting in development of strategies and methodologies for identifying, managing, and resolving conflicts of interest and assessing client and matter fit; and developing and/or conducting internal conflicts training for the firm’s lawyers and staff. We need to preserve all info; we can break into bullet points but keep the semicolon lists as separate bullets? Could split each task after semicolon into separate bullet for clarity but must not invent. Safer to keep as one bullet per sentence, preserving the semicolon content inside. Thus bullet list: - Provide legal advice to the firm and its personnel regarding various professional responsibility and risk management matters as required by the Office of General Counsel. - Development and updating of firm policies and forms for internal use; reviewing and providing legal advice regarding client Outside Counsel Guidelines and vendor contracts; maintaining and updating terms of engagement letters, waiver letters and related documents based on changes in the law and firm practice; assisting in development of strategies and methodologies for identifying, managing, and resolving conflicts of interest and assessing client and matter fit; and developing and/or conducting internal conflicts training for the firm’s lawyers and staff. That's two bullets. Now Requirements: education and experience. - J.D. degree. - Member of the State Bar in good standing in Duane Morris office where candidate will sit. - Minimum 4 years’ experience as a practicing lawyer in a business law firm environment and/or prior experience as a conflicts attorney in a law firm setting. We could also include "Adheres to highest ethical standards for behavior" but that's in preferred qualifications. Now Qualifications (preferred qualifications): - Adheres to highest ethical standards for behavior. - Strong organizational and planning skills, including the ability to organize and prioritize numerous tasks and complete them under time constraints. - Strong interpersonal skills necessary to permit effective communication in person, by e-mail and telephone with a diverse group of lawyers and staff. - Ability to recognize actual and potential conflicts of interest under applicable professional standards, other issues that could be viewed as conflicts of interest from an ethical and/or business perspective, and effectively discussing and resolving such issues with the lawyers and staff involved. - Prior experience as a conflicts attorney, or experience in legal ethics, conflicts analysis and/or review, representation of law firms and the like. Now Benefits: list. - Comprehensive healthcare, dental, vision, and prescription plans. - Commuter, HSA and FSA spending accounts. - Short-term and long-term disability and life insurance coverage. - 401k and Pension Plan. - 20 vacation days, 11 paid holidays. - Employee Referral Bonus ($3,000.00). Now Schedule: from WORKING CONDITIONS AND ENVIRONMENT. - Position is full-time, requiring a 5-day work week and standard hours as outlined in the firm policy manual, with additional hours as required when necessary to meet deadlines. - Limited domestic travel, possibly involving multiple-day trips requiring overnight stays, may be required in order to attend training seminars/CLE programs, firm meetings and the like. We should not include Pay section. Now About the role: maybe also include overview of firm? Could be separate "About the firm" but not in allowed headings. We'll just use summary. Now produce HTML fragment:

    About the role

    We are seeking a Conflicts and Business Intake Compliance Counsel. The ideal candidate will act as counsel to the law firm in identifying and resolving actual and potential conflicts of interest arising out of new business intake and the hiring of lawyers and staff joining the firm, as well as assisting with the onboarding of clients, matters, lawyers and staff.

    Responsibilities

    • Perform initial review of conflicts reports requested by firm attorneys, identify actual and potential conflicts of interest and coordinate resolution of conflicts among all involved parties.
    • Advise the firm and its attorneys regarding the appropriate form and terms of engagement letters for use in documenting new engagements and counseling and assisting attorneys on drafting such letters as needed.
    • Approve engagement letter drafts prior to distribution to clients and assist with drafting waivers for inclusion in engagement letters or separate letters as required.
    • Monitor compliance with new business intake instructions and requirements, such as the completion and execution of appropriate engagement letters and any necessary waivers, implementation of ethical screens where necessary and assessment of intake risk by the firm.
    • Act as a resource in assisting firm attorneys in understanding conflicts of interest and managing conflicts and new business intake in an appropriate manner, including participation in firm presentations and training programs as needed.
    • Review conflicts reports for incoming lateral lawyers, new lawyers and legal support staff and take necessary action to clear actual and potential conflicts of interest, including interfacing with candidates where necessary to obtain further information about their work.
    • Provide legal advice to the firm and its personnel regarding various professional responsibility and risk management matters as required by the Office of General Counsel.
    • Development and updating of firm policies and forms for internal use; reviewing and providing legal advice regarding client Outside Counsel Guidelines and vendor contracts; maintaining and updating terms of engagement letters, waiver letters and related documents based on changes in the law and firm practice; assisting in development of strategies and methodologies for identifying, managing, and resolving conflicts of interest and assessing client and matter fit; and developing and/or conducting internal conflicts training for the firm’s lawyers and staff.

    Requirements

    • J.D. degree.
    • Member of the State Bar in good standing in Duane Morris office where candidate will sit.
    • Minimum 4 years’ experience as a practicing lawyer in a business law firm environment and/or prior experience as a conflicts attorney in a law firm setting.

    Qualifications

    • Adheres to highest ethical standards for behavior.
    • Strong organizational and planning skills, including the ability to organize and prioritize numerous tasks and complete them under time constraints.
    • Strong interpersonal skills necessary to permit effective communication in person, by e-mail and telephone with a diverse group of lawyers and staff.
    • Ability to recognize actual and potential conflicts of interest under applicable professional standards, other issues that could be viewed as conflicts of interest from an ethical and/or business perspective, and effectively discussing and resolving such issues with the lawyers and staff involved.
    • Prior experience as a conflicts attorney, or experience in legal ethics, conflicts analysis and/or review, representation of law firms and the like.

    Benefits

    • Comprehensive healthcare, dental, vision, and prescription plans.
    • Commuter, HSA and FSA spending accounts.
    • Short-term and long-term disability and life insurance coverage.
    • 401k and Pension Plan.
    • 20 vacation days, 11 paid holidays.
    • Employee Referral Bonus ($3,000.00).

    Schedule

    • Position is full-time, requiring a 5-day work week and standard hours as outlined in the firm policy manual, with additional hours

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