• Respond to calls, emails, and workflow requests from attorneys, secretaries, and firm administration regarding the new business intake process.

• Process requests for conflict searches by using sophisticated search strategies and assist in the preliminary analysis of results.

• Review information submitted on new business intake requests for accuracy and completeness, ensuring all fields are populated accurately and appropriate support documentation is attached.

• Actively participate in the maintenance of client/conflict data in Elite 3E and Intapp to ensure the integrity and accuracy of conflict results.

   

• Interact with attorneys regularly.

   

• Process client-matter change request form requests in Elite 3E.

• Perform additional duties and responsibilities as needed.

Requirements:

Successful candidate should have strong analytical skills with a background in database research.  Law firm experience with working a basic understanding of the conflict and new business intake process, legal billing, or records management preferred.  Experience with Intapp Conflicts & Business Intake and Elite 3E would be helpful.  General computer skills with a proficiency in Outlook, Word and Excel. Individual should have strong organizational skills with the ability to handle multiple tasks simultaneously.  Attention to detail and accuracy are a must.  Flexibility to work overtime when needed.  Must possess excellent customer service attitude.  The successful candidate will need to have extensive experience working in a professional environment.

Skills Required

• Ability to read and write in order to proof and perform minor editing (e.g., punctuation, grammar, spelling) of routine law office correspondence and legal cases matters.  Perform non-complex arithmetic calculations when verifying calculations on forms and documents;  maintain records and filing systems at a level normally acquired through completion of high school or equivalent
• Ability to transcribe legal documents, correspondence and report from rough draft or dictation
• Ability to organize and prioritize numerous tasks and complete them under time constraints
• Ability to proofread typed materials for grammatical, typographical or spelling errors
• Interpersonal skills necessary in order to communicate and follow instructions effectively from a diverse group of clients, attorneys and staff to provide information with ordinary courtesy and tact
• Several years of experience is necessary in order to gain an understanding of law office policies and procedures and produce accurate legal documents with minimal supervision
• Ability to work overtime if needed.

Responsibilities

• Prepare correspondence, memoranda and other legal documents from written and oral drafts, format briefs, pleadings and other legal documents
• Transcribe dictation
• File legal documents including electronic filings
• Screen telephone calls, as appropriate and record messages
• Maintain calendar and deadline reminder systems, make appointments
• Make travel arrangements
• Complete expense reports
• Open new file requests, conflict of interest checks with file room records, and maintain client and general files.  Conduct periodic review for possible storage of older files; prepare files to be closed
• Observe confidentiality of attorney-client relationship
• Complete time charges
• Processes bills; proofs billing sheets; reviews and edits bills
• Work closely with administrative support

Skills Required

• Ability to read and write in order to proof and perform minor editing (e.g., punctuation, grammar, spelling) of routine law office correspondence and legal cases matters.  Perform non-complex arithmetic calculations when verifying calculations on forms and documents;  maintain records and filing systems at a level normally acquired through completion of high school or equivalent
• Ability to transcribe legal documents, correspondence and report from rough draft or dictation
• Ability to organize and prioritize numerous tasks and complete them under time constraints
• Ability to proofread typed materials for grammatical, typographical or spelling errors
• Interpersonal skills necessary in order to communicate and follow instructions effectively from a diverse group of clients, attorneys and staff to provide information with ordinary courtesy and tact
• Several years of experience is necessary in order to gain an understanding of law office policies and procedures and produce accurate legal documents with minimal supervision
• Ability to work overtime if needed.