Burr & Forman · 15 hours ago
New Business Intake Assistant
Burr & Forman LLP is seeking a New Business Intake Assistant to support their New Business Intake Department. The role involves screening new and existing clients for potential conflicts, performing due diligence on business opportunities, and ensuring compliance with professional conduct rules.
Legal
Responsibilities
Assist New Business Intake team with processing new matter requests in the firm’s conflicts software
Perform background checks and other due diligence related to new matters
Review new matters for accuracy and completion, confirming that required documents such as engagement letters, outside counsel guidelines, and waivers are attached
Complete data entry of new matters into the firm’s conflicts software
Perform general client matter maintenance, including updating client addresses, names, or corporate trees
Track and follow up on the status of executed engagement letters
Close matters in the firm’s billing and conflicts systems
Assist with outside counsel guidelines which may include tasks such as uploading and integrating documents to an outside counsel management database and following up with attorneys to confirm that client outside counsel guidelines are the most recent version
Other responsibilities as needed
Qualification
Required
Two to five years of legal experience, preferably with New Business Intake in a law firm
Bachelor's degree or equivalent combination of education, training, and experience
Proficiency with Microsoft Word and Outlook
Highly organized, detail-orientated, and proactive with a desire to take ownership
Balance competing priorities and work effectively in a fast-paced environment, exercising patience and professionalism during stressful situations
Ability to work independently and with a team
Strong verbal and written communication skills
Some overtime may be required
Preferred
Experience with InTapp and Aderant
Benefits
Comprehensive health insurance
Dental and vision insurance
Group term life and disability insurance
A 401(k) retirement plan and retirement planning services
Paid time off
Free wellness and mental health services
Company
Burr & Forman
Burr & Forman operates as a full-service law firm.
H1B Sponsorship
Burr & Forman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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2024 (1)
Funding
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