Conflicts & Intake Specialist

2 months ago


San Francisco, United States Liberty Personnel Services, Inc. Full time

This dynamic role combines the crucial tasks of managing client intake and ensuring conflict-free representation within the law firm. You will be the first point of contact for potential clients, acting as a gatekeeper for both the firm's caseload and ethical obligations. Responsibilities: Intake: Conduct initial interviews with potential clients via phone,email,or in person. Gather detailed information about their legal needs and potential cases. Assess eligibility and potential case value based on firm criteria. Schedule meetings with appropriate attorneys for eligible clients. Maintain accurate records and update case management systems. Guide clients through onboarding and paperwork completion. Provide excellent customer service throughout the intake process. Conflicts: Conduct thorough conflict checks for potential and existing clients against the firm's database. Identify and analyze potential conflicts arising from previous representations or personal relationships. Research complex legal issues to determine potential conflicts of interest. Prepare conflict reports and recommendations for attorneys and firm management. Maintain and update conflict of interest databases and protocols. Ensure the firm adheres to ethical guidelines and professional standards. Additional Responsibilities: Support attorneys with case preparation and document gathering. Maintain a professional and organized work environment. Stay abreast of changes in legal ethics and relevant legislation. Collaborate effectively with colleagues and legal teams. Qualifications: Bachelor's degree in a relevant field (e.g.,legal studies,paralegal,business administration) preferred. Minimum of 1-2 years of experience in legal intake or a related field. Strong analytical and research skills. Excellent communication and interpersonal skills,both written and verbal. Proficient in Microsoft Office Suite and legal case management software. Attention to detail and ability to multitask effectively. Strong understanding of professional legal ethics and conflicts of interest. How to Apply: To be considered for this opening, please apply to matt@libertyjobs.com Please add me on LinkedIn Experience Associate Employment type Permanent Job function Conflicts & Intake Specialist #J-18808-Ljbffr


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