Intake Analyst

Lathrop GPM, one of the nation's leading law firms, has an immediate opening for an Intake Analyst in our Minneapolis, MN, Kansas City, MO, or San Jose, CA locations.

About the role

Under the supervision of the Intake Manager, the Intake Analyst supports the firm’s client and matter intake process through the review, processing, and analysis of new business forms and conflicts checks. The role involves handling requests and correspondence related to the firm’s client matter information, with a commitment to providing excellent customer and risk management service to the partnership in a manner consistent with firm values.

Lathrop GPM is a full-service, Am Law 200 law firm with offices across the U.S. Our clients are at the heart of everything we do.

Responsibilities

• Perform conflicts checks for new client, matter, and additional parties intake forms, including identifying potential conflicts of interest and providing relevant information to assist the Professional Responsibility Committee (PRC) in clearing potential conflicts.
• Review and analyze new representations as they relate to risk considerations and firm-specific special processing procedures.
• Perform quick searches and preliminary conflicts checks, summarizing results for the requestor.
• Research prospective clients and related parties using firm databases and web-based applications.
• Conduct due diligence and credit checks on prospective clients, including 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.
• Process and manage requests to change or update client matter information.
• Liaise with firm attorneys and legal administrative assistants 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.
• 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.

Requirements

• Bachelor’s degree or equivalent years of related experience.
• Minimum of two years of experience in conflicts or new business intake in a law firm.
• 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-oriented 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.
• Demonstrated 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 in a professional and constructive manner.

Pay

Current anticipated salary range for applicants in Minnesota: $65,000 - $82,000, depending on experience. Actual salary may vary and may be above or below the range.

Current anticipated salary range for applicants in California: $78,000 - $98,000. Actual salary may vary and may be above or below the range.

Benefits

Full comprehensive benefit plan including:

• Health care
• Retirement plan
• Paid days off, including PTO, parental leave, and short/long-term disability

Hybrid working environment.