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MG+M The Law Firm · 2 months ago

Conflicts & Intake Assistant

San Francisco, CA, US

Full-time

Hybrid

Entry Level

$40K/yr - $65K/yr

1+ years exp

MG+M The Law Firm is a nationally recognized litigation law firm concentrating on complex civil matters. They are seeking a Conflicts & Intake Assistant to conduct conflict checks, assist with client onboarding, and maintain accurate documentation related to intake and compliance.

ConsultingLaw EnforcementLegal

Comp. & Benefits

Responsibilities

Conduct preliminary conflict checks and review conflict reports to identify potential legal and business conflicts of interest

Understand the purpose of identifying conflicted clients and how to identify adverse parties

Assist the national business intake team with daily creation of new client matters in the firm’s billing and tracking systems

Review and verify client and matter information for accuracy and completeness before entry into the firm’s practice management system (Aderant Expert)

Coordinate with legal assistants and intake staff to gather necessary documentation, client identification, and billing details

Maintain accurate records and documentation related to client onboarding and matter intake

Generate reports and assist with audits or internal reviews related to intake and compliance

Qualification

Aderant ExpertConflicts experienceMicrosoft Office SuiteCustomer serviceDependabilityCommunication skillsOrganizational skillsTeamworkProblem-solving skills

Required

High school diploma or equivalent required; associate or bachelor's degree preferred

1+ years of conflicts experience in a law firm or professional services environment

Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

Attendance & Punctuality: Consistently arrive at work and meetings on time; ensure responsibilities are covered when absent

Communication: Excellent written and verbal communication skills, with the ability to interface effectively with attorneys, paralegals, and legal administrative assistants

Organization: Strong organizational skills and ability to prioritize tasks and meet deadlines in a dynamic environment

Customer service: Respond promptly to attorney and client requests for service and assistance; meet commitments

Dependability: Follow instructions, complete tasks on time, work independently, and commit to the hours necessary to meet deadlines

Teamwork: Contribute to building a positive team spirit and support the success of colleagues

Ability to work efficiently in a fast-paced environment

Highly organized with strong attention to detail

Self-motivated and capable of independent work

Excellent verbal and written communication skills

Professional in interactions with a wide variety of individuals

Skilled in prioritizing and managing multiple tasks

Consistently punctual with excellent attendance

Flexible and willing to assist wherever needed