New Business Intake Analyst

Job Duties And Responsibilities

• Processes client requests for matter opening, add party requests, and client name change reviews
• Ensures accurate review of intake form to verify all required documents are attached (ex: draft engagement letter, waiver letters, a litigation budget)
• Cross-checks the engagement letter with the intake form to be sure all parties have been run through the conflicts system
• Verifies all fields of the intake form are complete and filled out properly with no misspellings or errors
• Enters information into firm Conflicts Database that then filters into other department systems
• Conducts data entry review as part of the matter opening process
• Creates intake forms as part of the name change process for existing clients and the conflict related searches
• Reviews and follows up when necessary on all outstanding requests in the intake queue
• Verifies all required approvals have been received on the new business intake form before opening the matter
• Ensures all new business intake forms are processed accurately and efficiently
• Oversees the onboarding process, client transfers, and matter openings for lateral attorneys
• Responds to calls and emails from attorneys and legal administrative assistants regarding the status of the new business intake forms
• Performs other duties as assigned

Qualifications

• High School diploma or GED required with 2 to 3 years of related work experience preferred
• Associate or bachelor degree preferred
• Law firm experience a plus (Conflicts and/or Records Management. Experience interacting with law firm employees)
• Ability to work well under pressure
• Ability to type 45 WPM
• Proficient computer skills including Microsoft Office (Word, Excel, Outlook and PowerPoint)
• Experience using office equipment (fax machine, phone, copier)
• Excellent oral and written communication skills
• Ability to work independently or with a team
• Willing to take on new tasks and responsibilities in the department

Pay

We offer an excellent compensation and benefits package.

Schedule

Please submit your resume, cover letter, and salary requirements.

Benefits

EEO