Conflicts & Intake Assistant
- Conduct preliminary conflict checks and distribute conflict reports to provide to attorney for identification of potential legal and business conflicts of interest using the firm's conflicts software system (Intapp).
- Understand the purpose of identifying conflicted clients and how to identify adverse parties.
- Assist the national business intake team with daily creation of new client matters in the firm’s billing and tracking systems
- Review and verify client and matter information for accuracy and completeness before entry into the firm’s practice management system (Aderant Expert).
- Coordinate with legal assistants and intake staff to gather necessary documentation, client identification, and billing details.
- Maintain accurate records and documentation related to client onboarding and matter intake.
- Generate reports and assist with audits or internal reviews related to intake and compliance.
- High school diploma or equivalent required; associate or bachelor’s degree preferred.
- 1+ years of conflicts experience in a law firm.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Familiarity with Aderant Expert and/or InTapp a plus.
- Attendance & Punctuality: Consistently arrive at work and meetings on time; ensure responsibilities are covered when absent.
- Communication: Excellent written and verbal communication skills, with the ability to interface effectively with attorneys, paralegals, and legal administrative assistants.
- Organization: Strong organizational skills and ability to prioritize tasks and meet deadlines in a dynamic environment.
- Customer service: Respond promptly to attorney and client requests for service and assistance; meet commitments.
- Dependability: Follow instructions, complete tasks on time, work independently, and commit to the hours necessary to meet deadlines.
- Teamwork: Contribute to building a positive team spirit and support the success of colleagues.
- Ability to work efficiently in a fast-paced environment.
- Highly organized with strong attention to detail.
- Self-motivated and capable of independent work.
- Excellent verbal and written communication skills.
- Professional in interactions with a wide variety of individuals.
- Skilled in prioritizing and managing multiple tasks.
- Consistently punctual with excellent attendance.
- Flexible and willing to assist wherever needed.
- Demonstrates understanding of and adherence to firm policies and procedures.
- Comfortable working in a high-volume, deadline-driven environment with shifting priorities.
- Strong problem-solving skills.
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