Intake Clerk

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist the Practice Services department to enhance workflow efficiency.

• Conduct preliminary conflict searches and submit new matter requests for Firm attorneys and lateral candidates.

• Ensure the accuracy and integrity of the Firm’s conflicts database.

• Manage the new business intake workflow requests effectively.

• Liaise with clients, attorneys, and staff to streamline the intake process.

• Engage in cross-training initiatives within the intake team.

• Provide coverage during periods of absence or high workload.

• Enter client matter information and case details into the case management system, maintaining data integrity and confidentiality.

• Stay updated on best practices and advancements in conflicts of interest and risk management.

• Participate in continuing education, research, networking, and professional associations.

• Assist with billing and time entry tasks.

• Contribute to special projects and carry out other assigned responsibilities.

⛳️ Requirements

• Strong analytical abilities.

• Capability to draw precise conclusions from intricate information sets.

• Advanced skills in internet research.

• Outstanding attention to detail.

• Previous experience in a law firm, professional services, or consulting firm handling new business and/or conflicts of interest is highly preferred.

• Excellent interpersonal, written, and verbal communication skills.

• Ability to collaborate with personnel at all levels.

• Strong professional work ethic, initiative, and customer service orientation.

• Familiarity with CMS/Aderant and Intapp Open Enterprise.

• Proficient in Microsoft Office applications.

• Ability to operate under tight deadlines.

• Willingness to provide support outside regular hours, including evenings, weekends, and holidays, as necessary.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• 401(k).