Client Intake Specialist jobs in United States
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Lewis Brisbois ยท 2 months ago

Client Intake Specialist

Lewis Brisbois is a full-service AmLaw 100 firm seeking a Client Intake Specialist with legal experience. The role involves managing the intake process, organizing new client data, conducting conflict checks, and processing new matter memos to support the firm's national operations.

Law Practice

Responsibilities

Handling the intake process by organizing and tracking new client data and processing new matter memos
Conducting conflict checks on new clients for Attorneys in the local office
Receiving and organizing case documents and correspondence required for the new matter process
Creating litigation hold letters for attorney approval if a new client is a litigation matter
Processing new matter memos for the local office and entering them into the Aderant software application
Verifying correct rates for clients by reviewing matter descriptions and practice areas
Reviewing documentation for new rates to be entered and entering new rates into the system
Reviewing and confirming client billing addresses, contact information, and adjuster contact information, if applicable
Assigning new client matter numbers and uploading new matter memos and respective documents to iManage

Qualification

AderantLawTimeLegal experienceMicrosoft OfficeMulti-taskingAttention to detailProactive work ethicCommunication skillsOrganizational skillsProblem solvingAdaptabilitySelf-starter

Required

Experience in a legal/law firm environment
Attention to detail, along with the ability to multi-task
Proactive work ethic
Excellent communication and organizational skills
Strong problem solving skills, takes initiative and uses good judgment
Ability to adapt based on shifting priorities
Proficient using Microsoft office applications
Ability to be a self-starter and work with minimal supervision

Preferred

Experience with LawTime, Aderant, or equivalent accounting software

Benefits

Medical
Dental
Vision
Life insurance
401k with employer match
Sick and vacation time

Company

Lewis Brisbois

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Established in 1979, Lewis Brisbois Bisgaard & Smith LLP is a national, full-service law firm with more than 1,600 attorneys and 54 offices in 30 states and the District of Columbia.

Funding

Current Stage
Late Stage

Leadership Team

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Aaron Finesilver
Partner
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Aaron Thorburn
Partner
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Company data provided by crunchbase