Business Intake

3 weeks ago

Cincinnati, United States UB Greensfelder LLP Full time
Job DescriptionJob Description

UB Greensfelder LLP is an AM Law 200, super-regional firm law firm focused on exceeding client expectations and delivering superior, customized legal solutions. Created in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., the firm's 275 lawyers advise regional, national, and global businesses on a wide range of legal matters across more than 25 specialized practice and industry groups. UB Greensfelder has nine primary office locations, including Chicago; Cincinnati; Cleveland; Columbus, Ohio; Florida; New York; Southern Illinois; St. Louis; and Washington, DC.

This position is responsible for the research, searching, identification, and analysis of potential and actual conflicts of interest associated with new business intake, lateral hiring, and business development. This position is also tasked with continually monitoring, updating, and maintaining firm engagement, business intake, and conflicts data according to established firm business intake and conflicts policies and procedures to ensure internal database integrity.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

  • Research parties and perform conflict searches using Boolean search strategies for business intake, lateral hiring, and business development; review and analyze conflicts of interest reports to identify potential and actual conflicts of interest.
  • Work closely with firm attorneys, staff, and the Business Intake & Conflicts Manager to gather more information relevant to matter status and potential or actual conflicts.
  • Review client engagement letters to confirm compliance with established firm requirements.
  • Under the supervision of the Business Intake & Conflicts Manager, draft waivers for identified potential or actual conflicts.
  • Assist attorneys and staff in opening new clients and/or matters.
  • Ensure that all firm engagement data is accurate and up-to-date in internal databases, making changes as necessary in a timely matter.
  • Prepare and sort documents/data sheets for the purpose of data entry.
  • Train and monitor progress of business intake software users, providing additional training and guidance as needed.
  • Initiate and respond to calls, emails, and workflow requests with firm attorneys and staff regarding the new business intake and conflicts process.
  • Assist with attorney onboarding and departures.
  • Contribute to development and maintenance of improved records within internal databases.
  • Collaborate with information technology and accounting departments to create standard reports and procedures relating to automated data cleanup.
  • Test new database systems by performing mock data entry tasks, identifying and communicating issues, and troubleshooting solutions.
  • Contribute to the development or updating of workflows and training manuals.
  • Assist Business Intake & Conflicts Manager and Director of Risk Management with special intake and conflicts projects as needed.
  • Ensure tasks and special projects are completed within deadlines.
  • This position may require the ability to adapt to new technologies.

QUALIFICATIONS

Education, Training and/or Experience

  • Juris Doctor from an ABA accredited law school.
  • Admission to a bar in a jurisdiction where the firm has an office.
  • 1+ years of experience within a law firm or professional services environment preferred.
  • Proficient in basic computer applications, strong research skills, and ability to conduct Boolean searches in a conflicts database. Experience with Intapp, Aderant (or equivalent), NetDocuments/iManage (or equivalent), Dunn & Bradstreet (or equivalent) and workflows preferred.

Knowledge, Skills, and Abilities

  • Commitment to providing superior service to attorneys and staff.
  • Ability to manage time, prioritize workload effectively, and handle stressful situations.
  • Detail oriented.
  • Ability to exercise discretion and preserve confidentiality.
  • Strong organizational skills, including data collection and record keeping.
  • Willingness to learn and utilize new technologies.
  • Capable of working independently and/or with minimal supervision.
  • Ability to establish and maintain effective working relationships with firm attorneys and staff.
  • Excellent communication skills, including telephone and email etiquette, ability to follow instructions (both printed and oral), and ability to follow up with others as needed to complete tasks in a timely fashion.
  • Strong initiative to improve departmental processes via more efficient procedures and/or use of technology.

UB Greensfelder provides top-quality, sophisticated legal services, serving business clients ranging from small entrepreneurs to international companies. Our work environment is business casual and we offer a competitive compensation and benefits package, which includes medical/dental/vision, 401(k) with employer contribution, short and long term disability plans, life insurance, well-being initiatives, and paid parental leave programs. If you desire to work in a truly people-focused environment for a firm that values its employees, then UB Greensfelder is the firm for you.

UB Greensfelder places a high value on diversity and is committed to cultivating an equitable and inclusive environment where all of our employees can thrive. Candidates from diverse backgrounds are strongly encouraged to apply.

Equal Opportunity Employer

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