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Lead Client Intake Counsel

2 months ago

Washington, United States Jobot Full time

Senior Legal Intake Specialist
This position is hosted by Jobot.

Salary:
$150,000 - $160,000 per year

About Us:
Our client is a prestigious, full-service Am Law 100 law firm with a global reach, employing over 600 attorneys dedicated to serving clients worldwide.

Why Join Us?
Exceptional Benefits
Positive Work Culture
Opportunities for Advancement

Job Overview
The Senior Legal Intake Specialist will play a crucial role in supporting various initiatives related to new business intake and conflict resolution.

This role will primarily focus on executing processes associated with new client evaluations, identifying and resolving conflicts of interest, and reviewing outside counsel guidelines.

The position will report to the Client Intake Manager and collaborate closely with the Firm's ethics team.

Key Responsibilities:


Manage the intake process for prospective new clients on behalf of sponsoring Firm attorneys, which includes conducting conflict of interest checks, reviewing resulting reports, identifying conflicts, communicating with involved attorneys to resolve conflicts, and drafting engagement letters and necessary waivers.

Ensure accurate record-keeping related to new client intake, including maintaining the firm's conflict records, intake forms, engagement letters, and outside counsel guidelines.

Collaborate with internal stakeholders to mitigate potential risks associated with new business intake and client-tendered outside counsel guidelines.

Review outside counsel guidelines, identify potential issues, liaise with internal stakeholders, draft and revise related agreements, and negotiate with clients as needed.

Draft waivers of conflicts of interest as required.
Utilize both internal and external research tools to identify potential risks associated with new client intake.
Conduct quality checks of Intake Attorney submissions periodically to ensure compliance with best practices.

Serve as a resource and subject matter expert for the Department and Firm attorneys on conflict of interest matters and all aspects related to new client intake, new matters, and lateral conflict clearance.

Work closely with the Firm's ethics officer to ensure best practices are applied in the development and implementation of engagement letters; ensure adherence to the terms of engagement letters.

Potentially assist in the review and implementation of new software tools relevant to the Department's functions, including ethical walls and outside counsel guidelines.

Maintain a current understanding of firm trends and developments that impact the Department and its processes to effectively manage ethical and business risks.

Assist in the preparation, implementation, and maintenance of ethical walls.
Assume additional responsibilities as directed by the Client Intake Manager or the Firm's ethics officer.
This role requires 60% in-office presence; remote work is permissible 40% of the time.

Qualifications:
Bachelor's degree and JD required.
4+ years of law firm experience in a similar role required.
Working knowledge of ethical, legal, and risk management rules and requirements, with a willingness to learn substantive law required.

Ability to thrive in a fast-paced, service-oriented environment, prioritize multiple projects daily, and adapt to shifting priorities.

Excellent written and verbal communication skills.
Experience with conflict management software such as Intapp.
Familiarity with Elite 3E or other billing software.
Proficiency in online research tools such as LexisNexis.
Strong legal research, writing, and communication skills.
Demonstrated sense of urgency.
Ability to analyze, work with, and present data effectively.
Ability to collaborate and earn the respect, trust, and confidence of the Firm's attorneys and professional staff.

Outstanding customer service skills, with a demonstrated service-oriented attitude and ability to collaborate professionally with attorneys, staff, and colleagues.

Strong planning and organizational skills, including the ability to manage multiple, diverse projects concurrently.
Analytical and creative problem-solving skills.
Sound discretion and judgment in decision-making and communication.
Possess a proactive, hands-on approach.
Creative and forward-thinking in problem-solving.
Facilitate teamwork and identify opportunities for developing new processes and infrastructure.
Demonstrated ability to quickly grasp and implement new concepts.
Strong analytical skills, resourcefulness, and attention to detail.

Ability to work independently and collaboratively with a proactive and positive approach that fosters cooperative working relationships.

Must be highly responsive and possess a strong sense of urgency.
Deep commitment to integrity, excellent judgment, and the highest ethical standards.
Must exhibit diplomacy, tact, and discretion, with comfort in handling confidential information.
Excellent computer skills, including proficiency in Microsoft Word, Outlook, Excel, and PowerPoint. Quick adaptability to new applications and software is essential.