New Business Intake Coordinator

Position Summary

The NBI Coordinator is responsible for maintaining daily workflow, running conflict checks, making client and matter adjustments, and providing exceptional customer service. This role always requires a high level of accuracy and strict adherence to confidentiality.

Core Responsibilities

• Complete detailed conflict of interest reports including necessary research in outside databases such as Dunn & Bradstreet, Secretary of State sites, company websites, and Google
• Review matter information including engagement letters and rerunning of search logs that are expired
• Notify attorneys of issues for matter opening process
• Communicate with legal administrative assistants/attorneys with regards to questions on the status of requests, how to list parties, how to update requests, etc.
• Aid with projects as needed and other duties as assigned
• Maintain client and employee confidence; protect operations by safeguarding confidential information

Experience And Education

• 1–2 years of NBI or conflicts experience required
• Prior legal industry new business intake or conflicts experience preferred
• Bachelor’s degree preferred, or an equivalent combination of education and experience
• Proficiency in Microsoft Office applications and the use of online databases and resources (e.g., Dunn & Bradstreet and Secretary of State websites)
• Proficiency in computerized conflicts and workflow software
• Excellent analytical and research skills
• Ability to compile, review, determine, and clearly communicate conflicts issues
• Sound judgment in determining when assistance is needed in communicating with attorneys and legal assistants
• Ability to work overtime on a regular basis as needed

Pay

The budgeted salary range for this position is $70,000 - $85,000 dependent on experience and location.

Benefits

• Paid time off, sick time off
• A referral program
• Medical insurance and benefits
• Dental insurance
• Vision insurance
• Life insurance
• AD&D insurance
• ID Theft insurance
• Long-term disability benefits
• Short-term disability benefits
• Parking/Transit reimbursement (varies depending on location)
• 401(k) benefits
• Employee assistance benefits

About the Role

Polsinelli is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.