Logo
Choice Specialists

Client Intake & Conflicts Specialist

Choice Specialists, Dallas, Texas, United States, 75215

Save Job

This range is provided by Choice Specialists. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range $75,000.00/yr - $80,000.00/yr

About the Company 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.

About the Role The Client Intake Specialist plays a crucial role in ensuring the integrity of the Firm’s Conflicts database and provides essential support to attorneys and clients.

Responsibilities

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.

Qualifications

Bachelor’s degree or equivalent combination of education and experience preferred.

3 - 5 years “hands-on” processing of new business and/or conflicts of interest required.

Seniority level Not Applicable

Employment type Full-time

Job function

Legal and Administrative

Industries

Law Practice

#J-18808-Ljbffr