Senior Intake Specialist

Posted 2 days ago

This is a fully remote position, open to applicants in California, +22 more locations.

πŸ“‹ Description

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.


⛳️ Requirements

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.


🏝️ Benefits

β€’ Equipment will be provided.

β€’ Compensation is based on experience.

β€’ Fully remote work arrangement.

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