
Senior Intake Specialist
Posted 2 days ago

Posted 2 days ago
This is a fully remote position, open to applicants in California, +22 more locations.
β’ Assess and analyze electronic submissions from clients and matters through Intapp for precision, completeness, and adherence to policies.
β’ Execute conflict-of-interest checks and evaluate findings to pinpoint and escalate potential conflicts.
β’ Conduct research utilizing Westlaw and internal platforms.
β’ Update and manage client and matter information within Aderant Expert.
β’ Monitor engagement letters, oversee countersignatures, and guarantee proper document storage.
β’ Create and distribute departmental and risk-related reports.
β’ Work collaboratively with Legal Administrative Assistants, attorneys, and firm leadership to ensure timely opening of matters.
β’ Identify inefficiencies in workflow and propose enhancements to processes.
β’ Undertake additional tasks as assigned to assist in firm operations.
β’ A minimum of 5 years of practical experience with Aderant (or a similar program) and Intapp within a law firm environment (required).
β’ Must be available to work West Coast hours.
β’ Strong grasp of law firm intake processes and conflict-of-interest assessment.
β’ Experience in a mid-sized to large law firm setting is highly preferred.
β’ Outstanding analytical skills with meticulous attention to detail.
β’ Capability to handle competing priorities and adhere to tight deadlines.
β’ Excellent communication and interpersonal abilities.
β’ Strong critical thinking and problem-solving skills.
β’ Proficient in Microsoft Office (Word, Excel, Outlook).
β’ Must reside in one of the following states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, or West Virginia.
β’ Equipment will be provided.
β’ Compensation is based on experience.
β’ Fully remote work arrangement.
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