Shipman & Goodwin LLP · 9 hours ago
New Business Intake (NBI) Specialist
Boston, MA
Full-time
Onsite
Mid Level
$29/hr - $39/hr
3+ years expShipman & Goodwin, LLP is seeking a New Business Intake Specialist, resident in their Boston office. The role involves managing the internal intake workflow for new clients and matters, coordinating conflict checks, and ensuring compliance with firm policies and procedures.
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Responsibilities
Partner with requesting attorneys to fully understand client and matter dynamics in proposed representations in advance of population and submission of File Opening Workflow (Intapp)
Intuit and ascertain necessary parties based on the scope of a prospective matter, detailing party roles with specificity and decide if a proposed representation is covered by an existing engagement or requires a new engagement
Review all conflicts checks submitted for accuracy and completeness (i.e., ensuring all parties are included, based on context of proposed clients and matters)
Perform conflicts checks against conflicts database; synthesize results to produce only information relevant to the proposed representation, in accordance with relevant Rules of Professional Conduct for Current and Former Clients
Perform research in Westlaw and other databases to confirm potential client identity, identify subsidiaries and affiliates, and assess creditworthiness based on a variety of factors
Perform Data Quality Control checks on all NBI workflows to assure accuracy and consistency with Firm guidelines, including rate verification, fee arrangement verification, bill group verification
Serve as primary point of contact for NBI questions and issues in the Boston office and as liaison of the Boston office to the rest of the NBI team
Work collaboratively with attorneys, paralegals, legal practice assistants and all of the Firm functional areas involved in NBI and conflicts checking, including the Firm’s Finance Department, General Counsel, Practice Oversight Committee, Marketing Department, Information Governance Department and Director of Research Services to assist in the resolution of issues related to the NBI process/workflow and to help develop best practices related to the new business intake process
Assist on the creation and execution of conflicts checks on potential lateral attorney hires
Ensure all Firm procedures and policies are accurately followed before new clients or matters are opened
Assist with developing and delivering staff training on conflicts and NBI processes and procedures
Research unidentified mail and route for delivery
Provide support on all phases of Matter Maintenance tasks
Work independently on assigned projects, identifying and utilizing the most efficient methods and software applications
Qualification
Required
Bachelor's degree strongly preferred
Minimum of three (3) years of prior law firm work experience related to conflicts checking and/or new business intake
Knowledge and familiarity with the Rules of Professional Responsibility/Conduct and regulations as they pertain to conflicts and conflicts resolution and familiarity with key elements of conflicts clearance in law firms
Knowledge of automated workflow for intake and conflict software; knowledge of Intapp Open is strongly preferred
Critical thinking, strong judgment and problem-solving skills
Strong database skills
Strong technical background with excellent computer skills including advanced knowledge of Microsoft Excel and Outlook
Excellent communication skills, both verbal and written
Ability to interface positively and effectively with a variety of individuals at all levels, both inside and outside of the Firm, with confidence and clarity
Ability to perform well under pressure and to manage multiple projects with competing deadlines in a fast-paced environment
Ability to work independently and proactively with minimal supervision as well as collaborate with other team members
Must have a client-service mindset and strong attention to detail
Willingness and ability to take on new tasks as assigned
Preferred
Paralegal experience a plus, but not required
Knowledge of automated workflow for intake and conflict software; knowledge of Intapp Open is strongly preferred
Company
Shipman & Goodwin LLP
Shipman’s value lies in our commitment -- to our clients, to the profession and to the community.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Aaron Levy
Partner
Alfredo G. Fernández
Partner
Recent News
2026-01-13
2026-01-05
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