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Lathrop GPM LLP · 23 hours ago

Senior Intake Analyst

KC Metro Area

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Lathrop GPM is one of the nation's leading law firms, currently seeking a Senior Intake Analyst. This role involves supporting the firm's client and matter intake process through the review, processing, and analysis of new business forms and conflicts checks, while providing excellent customer and risk management service.

ConsultingLaw EnforcementProfessional Services

Hiring Manager

Janelle Loven

Responsibilities

Perform conflicts checks for new client, matter, and additional parties intake forms, including the identification of potential conflicts of interest and providing relevant information to assist the Professional Responsibility Committee (PRC) in clearing potential conflicts of interest

Perform review and analysis of new representations as it relates to risk considerations and firm specific special processing procedures

Research prospective clients and related parties using firm databases and web-based applications

Perform due diligence and credit checks on prospective clients

Conduct sanctions list screenings for prospective clients and parties involved in proposed representations

Process conflicts checks for lateral hire candidates

Process and manage correspondence related to intake forms including retrieving appropriate approvals for non-standard language

Act as point of contact to answer questions and provide guidance for newly trained employees at the firm, both within and outside of the Intake department

Help facilitate seamless onboarding, client transfers and matter openings for lateral partners and partner groups

Assist Intake management with keeping department resources, such as Compass, Intake internal procedure documents, and Intapp Open system documentation, current and making recommendations for improvements

Identify potential risk considerations and special processing procedures applicable to the opening of new clients and matters

Assist with attorney offboarding as it relates to ensuring the accuracy of firm client matter data and records

Process and manage requests to change or update client matter information

Liaise with firm attorneys and legal administrative assistance to ensure client correspondence such as engagement letters, client Outside Counsel Guidelines, and conflicts waivers are obtained when necessary, up to date, and saved in the appropriate repositories

Track and follow up on all outstanding requests and new business intake form approvals

Respond to calls, emails and workflow requests from firm attorneys, legal administrative assistants, and other personnel regarding the new business intake process and requests

Special projects and other duties as assigned

Qualification

Conflicts analysisIntapp OpenResearch skillsRisk managementAnalytical skillsInterpersonal skillsCommunication skillsProblem-solving

Required

Bachelor's degree or equivalent years' related experience

Minimum of three years' experience in conflicts or new business intake in a law firm

Ability to problem-solve

Strong research and analytical skills, including the ability to identify risk considerations and synthesize large amounts of client due diligence data and conflicts of interest information

Excellent interpersonal, verbal and written communication skills, including the ability to communicate effectively in a virtual environment (e.g., via phone, web/videoconference)

Ability to concentrate on tasks, make decisions and work calmly and effectively in a high-pressure, deadline-orientated environment

Demonstrated ability to use good judgment in taking initiative while asking for direction or clarification and consulting others, as appropriate

Willingness to be flexible with time and adjust to a changing work environment

Ability to build and maintain positive relationships, both internally and externally, while maintaining a client service orientation

Ability to use sound judgment and discretion in dealing with highly confidential information

Ability to maintain stamina throughout a standard workday, on- and off-site

Ability to maintain regular attendance and work regularly scheduled hours

Ability to take direction and accept supervision

Demonstrate ability to work independently, organize and accurately prioritize work, be detail-oriented, understand when urgency is required and use good judgment in varied situations

Ability to work effectively with co-workers in a team-oriented, collaborative environment

Preferred

Experience with Intapp Open

Working knowledge of Model Rules of Professional Conduct and their practical application in a mid to large size law firm

Benefits

Full comprehensive benefit plan including health care, retirement plan and paid days off, including PTO, parental leave, and short/long term disability.

Company

Lathrop GPM LLP

Lathrop GPM is a full-service, Am Law 200 law firm with offices in Boston, Chicago, Dallas, Denver, Kansas City, Los Angeles, Minneapolis, Overland Park, St.

Founded in 2020

Kansas City, Missouri, USA

501-1000 employees