Intake Analyst

at  Williams Mullen Clark Dobbins PC

Williams Mullen is seeking a full-time, Intake Analyst to review, analyze, and summarize conflict search reports associated with the new business intake process to identify and resolve potential conflicts of interest in accordance with firm policies and internal controls. This position also performs the client and matter intake processes as well as client and matter maintenance in Aderant.

Responsibilities:

• Perform time-sensitive and thorough research and data analysis relating to the Firm’s new business, lateral hires, and other special projects to ensure that the Firm minimizes risk and identifies possible ethical and business-related conflicts of interests with current and potential clients.
• Prepare reports and summaries of research for attorney review. Communicate with attorneys, practice assistants and team members to ensure accuracy and completeness of conflict reports and other due diligence to facilitate making informed decisions regarding acceptance of new business and hiring.
• Reviews all information submitted on new business intake requests for accuracy and completeness, ensuring all required fields are populated, information provided is accurate and appropriate support documentation has been attached.
• Processing client change requests including reopening clients/matters, closing clients/matters and updating client records with current information.
• Displays professionalism, positivity and a “can do” attitude internally within the Firm community as well as externally with clients, vendors, and others.
• Communicates with and advises attorneys, legal assistants, and other firm personnel on established firm policies and procedures related to conflicts and new client engagement.
• Conducts training on the client/matter intake processes.
• Handles additional duties and responsibilities as assigned.

Job Requirements:

• Requires a minimum of 3 years of experience in corporate or law firm. Excellent opportunity for Legal Administrative Assistant and/or Paralegal. Experience with conflicts analysis preferred.
• Bachelor’s degree preferred, not required.
• Strong analytical and deductive reasoning skills.
• Excellent database and internet research skills and solid computer skills generally. Experience with law firm conflicts systems a plus.
• Excellent interpersonal and communication skills with the ability to communicate concisely, accurately, and professionally with lawyers and administrative staff, familiarity with legal terms and conflicts of interest rules a plus.
• Excellent organizational skills with meticulous attention to detail and ability to prioritize and multitask in a fast-paced environment.
• Ability to work independently while collaborating with teammates to ensure exceptional customer service.

• Perform time-sensitive and thorough research and data analysis relating to the Firm’s new business, lateral hires, and other special projects to ensure that the Firm minimizes risk and identifies possible ethical and business-related conflicts of interests with current and potential clients.
• Prepare reports and summaries of research for attorney review. Communicate with attorneys, practice assistants and team members to ensure accuracy and completeness of conflict reports and other due diligence to facilitate making informed decisions regarding acceptance of new business and hiring.
• Reviews all information submitted on new business intake requests for accuracy and completeness, ensuring all required fields are populated, information provided is accurate and appropriate support documentation has been attached.
• Processing client change requests including reopening clients/matters, closing clients/matters and updating client records with current information.
• Displays professionalism, positivity and a “can do” attitude internally within the Firm community as well as externally with clients, vendors, and others.
• Communicates with and advises attorneys, legal assistants, and other firm personnel on established firm policies and procedures related to conflicts and new client engagement.
• Conducts training on the client/matter intake processes.
• Handles additional duties and responsibilities as assigned