Intake Analyst

About the role

Under the supervision of the Intake Manager, the Intake Analyst is responsible for supporting the firm's client and matter intake process through the review, processing, and analysis of new business forms and conflicts checks. The Intake Analyst will handle requests and correspondence related to the firm's client matter information. All responsibilities are expected to be performed with a commitment to providing excellent customer and risk management service to the partnership in a matter consistent with firm values.

Conflicts & Analysis

• Perform conflicts checks for new client, matter, and additional parties intake forms, including the identification of potential conflicts of interest and providing relevant information to assist the Professional Responsibility Committee (PRC) in clearing potential conflicts of interest
• Perform review and analysis of new representations as it relates to risk considerations and firm specific special processing procedures
• Perform quick searches and preliminary conflicts checks and summarize results for requestor
• Research prospective clients and related parties using firm databases and web-based applications
• Perform due diligence and credit checks on prospective clients
• Conduct sanctions list screenings for prospective clients and parties involved in proposed representations
• Process conflicts checks for lateral hire candidates
• Process and manage correspondence related to intake forms including retrieving appropriate approvals for non-standard language

Client Matter Management

• Process and manage requests to change or update client matter information
• Liaise with firm attorneys and legal administrative assistance to ensure client correspondence such as engagement letters, client Outside Counsel Guidelines, and conflicts waivers are obtained when necessary, up to date, and saved in the appropriate repositories

Service

• Track and follow up on all outstanding requests and new business intake form approvals
• Respond to calls, emails and workflow requests from firm attorneys, legal administrative assistants, and other personnel regarding the new business intake process and requests

Requirements

• Bachelor's degree or equivalent years' related experience
• Minimum of two years' experience in conflicts or new business intake in a law firm
• Ability to problem-solve
• Strong research and analytical skills, including the ability to identify risk considerations and synthesize large amounts of client due diligence data and conflicts of interest information
• Excellent interpersonal, verbal and written communication skills, including the ability to communicate effectively in a virtual environment (e.g., via phone, web/videoconference)
• Ability to concentrate on tasks, make decisions and work calmly and effectively in a high-pressure, deadline-orientated environment
• Demonstrated ability to use good judgment in taking initiative while asking for direction or clarification and consulting others, as appropriate
• Willingness to be flexible with time and adjust to a changing work environment
• Ability to build and maintain positive relationships, both internally and externally, while maintaining a client service orientation
• Ability to use sound judgment and discretion in dealing with highly confidential information
• Ability to maintain stamina throughout a standard workday, on- and off-site
• Ability to maintain regular attendance and work regularly scheduled hours
• Ability to take direction and accept supervision
• Demonstrate ability to work independently, organize and accurately prioritize work, be detail-oriented, understand when urgency is required and use good judgment in varied situations
• Ability to work effectively with co-workers in a team-oriented, collaborative environment and actively participate in team meetings, trainings, and other required firm events
• Willingness to provide feedback and suggestions to management and ability to do so in a professional and constructive manner

Pay

Current anticipated salary range for applicants as required by applicable state law in MN is $65,000 - $82,000 depending on experience, actual salary will vary and may be above or below the range. Current anticipated salary range for applicants as required by applicable state laws is in CA is $78,000 - $98,000, actual salary will vary and may be above or below the range.

Benefits

Full comprehensive benefit plan including health care, retirement plan and paid days off, including PTO, parental leave, and short/long term disability.