New Business Intake Coordinator (Legal) jobs in United States
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Considine Search · 6 hours ago

New Business Intake Coordinator (Legal)

Considine Search is a leading national law firm looking for a New Business Intake Coordinator in any city where the Firm has an office. The role involves maintaining daily workflow, running conflict checks, making client matter adjustments, and assigning client matter numbers while ensuring a high level of accuracy and confidentiality.

ConsultingHuman ResourcesStaffing Agency
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Growth Opportunities
Hiring Manager
Sherri Rosenthal
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Responsibilities

Complete detailed Conflict of Interest Report including necessary internet searches
Consult the NBI Reference Manual for proper procedures and information
Assign Client Matter numbers
Notify Attorneys of Issues for Matter Opening Process
Assign Affiliations for all Client Matters
Maintain all Client Matter Modifications
Process Dunn and Bradstreet reports (DNBi)/Hoover
Maintain system integrity and data base clean up
Complete Exiting Attorney Reports and requests for attorney to close Client/files
Process all Client Matter Re-Openings (re-run conflict report and communicate new issues to appropriate attorney. This process will involve waiting for approval before re-opening)
Maintain client and employee confidences; protect operations by safeguarding confidential information
Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
Work efficiently and prioritize tasks in a fast paced environment

Qualification

NBI/Conflicts experienceConflicts/Workflow softwareMS Office applicationsAnalytical skillsResearch skillsJudgment

Required

Two years NBI/Conflicts experience
Proficient in MS Office applications
Proficient in computerized Conflicts/Workflow software
Excellent analytical and research skills
Ability to compile, review, determine and communicate conflicts issues based on a variety of information
Good judgment in determining when assistance is needed in communicating with attorneys and legal assistants on varied issues involving conflicts and maintaining client files

Preferred

Prior legal industry new business intake/conflicts experience preferred
Bachelor's degree or combination of education and experience

Company

Considine Search

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Considine Search works in the recruitment of business development, communications, and attorney development.

Funding

Current Stage
Early Stage

Leadership Team

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Kevin Considine
President/Founder
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Company data provided by crunchbase