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
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
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.