Client Intake Specialist

at  Lewis Brisbois Bisgaard Smith LLP

OVERVIEW

Lewis Brisbois offers legal practice in more than 40 specialties, and a multitude of sub-specialties. Our attorneys have broad knowledge, experience, and sensitivity to our clients’ unique needs. Through interaction among our practice groups, Lewis Brisbois provides a wide range of legal services to each client with a continuity of representation across multiple disciplines. We have built longstanding relationships with corporate and institutional clients based on our ability to provide comprehensive service on a national scale.
With over 50 offices across the nation, our attorneys reflect the communities in which they live. Lewis Brisbois’ culture has fostered a diverse group of professionals committed to promoting the best interests of our clients, our communities, and the legal profession. We support diversity in communities across the nation through new and ongoing relationships with minority and women-owned businesses.
We offer competitive compensation and in addition, Lewis Brisbois offers a range of benefits including medical, dental, life insurance, 401k with employer contribution and PTO. We also offer excellent opportunities for growth and advancement while working with a collaborative team.
The Houston office is seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process for their local office by organizing and tracking new client data and processing new matter memos. Essential functions of this role include but are not limited to: conducting conflict checks on new client for Attorney’s in local office, receiving and organizing case documents and correspondence required for new matter process; assisting secretaries with docketing duties; preparing closed file memos. If a new client is a litigation matter, creating litigation hold letter for attorney approval, processing new matter memos for local office and entering into Aderant software application, verifying correct rates for client by review of matter description and practice areas. If new client, reviewing of documentation as to new rates to be entered and enter new rates into system, reviewing and confirming client billing addresses, contact information and adjuster contact information, if applicable, and assigning new client matter number and upload new matter memo and respective documents to iManage.

Job Qualifications/Specifications:

• Experience with LawTime, Aderant, or equivalent accounting software is preferred
• 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 work under tight deadlines and adapt based on shifting priorities
• Strong organizational skills
• Ability to maintain and handle confidential information
• Proficient using Microsoft office applications
• Ability to be a self-starter and work effectively in a fast-paced environment with minimal supervisio

Job Qualifications/Specifications:

• Experience with LawTime, Aderant, or equivalent accounting software is preferred
• 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 work under tight deadlines and adapt based on shifting priorities
• Strong organizational skills
• Ability to maintain and handle confidential information
• Proficient using Microsoft office applications
• Ability to be a self-starter and work effectively in a fast-paced environment with minimal supervision