Senior Intake Analyst

About the role

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

Responsibilities

• 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
• Research prospective clients and related parties using firm databases and web-based applications
• Conduct 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
• Act as point of contact to answer questions and provide guidance for newly trained employees at the firm, both within and outside of the Intake department
• Help facilitate seamless onboarding, client transfers and matter openings for lateral partners and partner groups
• Aid Intake management with keeping department resources, such as Compass, Intake internal procedure documents, and Intapp Open system documentation, current and making recommendations for improvements
• Identify potential risk considerations and special processing procedures applicable to the opening of new clients and matters
• Client Matter Management
• Assist with attorney offboarding as it relates to ensuring the accuracy of firm client matter data and records
• 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
• Respond to calls, emails and workflow requests from firm attorneys, legal administrative assistants, and other personnel regarding the new business intake process and requests
• Special projects and other duties as assigned

Requirements

• Minimum Requirements: Bachelor’s degree or equivalent years’ related experience
• Minimum of three years’ experience in conflicts or new business intake in a law firm
• Preferred Requirements: Experience with Intapp Open, Working knowledge of Model Rules of Professional Conduct and their practical application in a mid to large size law firm

Qualifications

• 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
• 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

Benefits

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