Client Intake and Conflicts Specialist
Job Description
Job DescriptionLHH is helping a Texas-based, mid-size, full-service, commercial law firm seek a Client Intake and Conflicts Specialist to work at their downtown Dallas, TX, office. Working under the direction of the Conflicts and New Business Intake Manager, the Client Intake Specialist performs conflict searches and updates and maintains accurate client and matter information in the time and billing system. The Specialist maintains contact with attorneys, staff and clients, while observing confidentiality of all client and firm matters and performs a variety of other duties according to established policies and procedures.
Benefits:
- Salary ranges from $75,000 - $78,000 DOE
- Parking is paid for by the firm
- Stipend for commuter transportation
- Full Benefits package including medical, vision, dental, 401K that goes into effect day 1 of employment...no waiting period
Key Requirements:
- 3 - 5 years "hands-on" processing of new business and/or conflicts of interest
- Absolute Minimum 2 years of experience in a law firm environment
- Strong background in handling conflict checks
- Experience working closely with attorneys and legal assistants
- Possesses a cooperative spirit; participates and collaborates in a team-based environment.
- High attention to detail and excellent communication skills
- Demonstrates proficiency with MS Office (Outlook, Excel and Word).
- Experience with Elite 3E, Intapp Open (or equivalent conflict database / accounting software) required.
Education/Experience:
- Bachelor's degree or equivalent combination of education and experience preferred.
Responsibilities:
- Open new client files
- Assist in setting new billing rates
- Collaborate with team members to support firm-wide intake needs
- Contribute to smooth onboarding of clients and accurate data entry
- Performs conflict of interest searches for New Business Intake requests and potential lateral hire candidates.
- Analyzes search results and provides feedback to attorneys.
- Communicates in a professional manner with all clients and provides courteous and accurate client and interoffice support.
- Assists in all aspects of the Conflicts department operations, inclusive of administrative tasks to maintain the integrity of the Firm's Conflicts database.
- Accurately sets up and maintains current contact and billing information for clients and matters.
- Creates and maintains matter numbers for Personal, Business Development and Shareholder Business Expense Accounts and Administrative Workspaces.
- Communicates with Records Department regarding matter closures, transfers and destruction.
- Routinely closes matters according to e-billing alert notifications and Inactive status alerts.
- Responds to all inquiries made by secretaries and attorneys relating to intake and conflicts.
- Ensures strict confidentiality at all times.
- Assists with special projects as needed.
If you meet the requirements for the position, please apply or contact me directly at jamie.stone@lhh.com
Pay Details: $75,000.00 to $78,000.00 per year
Search managed by: Jamie Stone
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
]]>