Conflicts and Records Specialist

Key Roles and Responsibilities

• Conduct routine conflicts checks for new matters, lateral hires, and firm combinations using internal databases and external research tools.
• Analyze client relationships, corporate structures, and legal matters to identify potential conflicts of interest.
• Assist with the firm’s NBI process, including review of new matter submissions and data integrity.
• Support physical and electronic records creation, retention, and destruction in compliance with firm policy.
• Aid in the intake and transfer of client files, including lateral attorney onboarding and file reconciliation.
• Ensure compliance with jurisdictional requirements for client file transfers and retention.
• Utilize and support conflicts software platforms (e.g., 3E, Intapp, Fulcrum) to manage and analyze conflicts data.
• Assist in testing, implementation, and optimization of new conflicts and intake systems.
• Maintain and update conflicts databases, ensuring data accuracy and consistency.

Knowledge, Skills, Experience & Education

• 3+ years of experience in conflicts analysis within a law firm or professional services environment.
• Strong understanding of legal ethics, client confidentiality, and conflict of interest rules (ABA, jurisdictional).
• Proficiency with conflicts and intake software (e.g., 3E, Intapp, Fulcrum) and document management systems (e.g., NetDocuments).
• Excellent analytical, communication, and organizational skills.
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Schedule/Location

Monday to Friday; assigned to shifts to ensure coverage; 37.5 hours/per week
Flexibility to work overtime, alternative shifts and weekends when needed
Hybrid role; special approval required for fully remote status

Travel and Physical Requirements

No travel
Prolonged periods of sitting at a desk and working on a computer
Frequent use of hands and fingers for typing, writing, and operating office equipment
Occasional standing, walking, bending, and reaching
Ability to lift and carry up to 10–15 pounds (e.g., files, documents, office supplies)

Visual acuity to read screens, review documents, and analyze detailed information
Ability to communicate effectively via phone, video, and in person