New Business Intake Coordinator/Conflicts

We have an immediate need for a New Business Intake Specialist at a leading law firm conveniently located in Philadelphia. This position is fully remote, but does require going into Philadelphia Office Occasionally.

Job Duties Include:

• Run conflicts and make sure the appropriate waivers/clearances and approvals are received.
• Processing new business intake forms to open new matters through Aderant Expert (keeping to a 24 hour turnaround)
• Work with staff to ensure that information is appropriate to formally open all new matters.
• Send engagement letters to Billing to create rate codes for new billing clients, when needed.
• Determine attorney origination credits and update the master spreadsheet with new credit splits and update the information in Entity Manager in Expert
• Apply proper billing rates to each matter, adding the bill cycle.
• Quality control of matter data ensuring completeness for every new file
• Re-open files as necessary which includes re-running conflicts and a check of matter parties, billing contact, rates, and originations.
• Close designated matters upon receipt of emails from staff and update bill cycle to final for billing.
• Make record changes to files such as adjusters, addresses, offices, billing attorneys, clients, bill cycles, etc.
• Manage the Conflict inbox and Records inbox - making sure requests are organized and completed in a timely manner.
• Maintain and update conflict database with current information received regarding clients and their affiliate relationships.

Job Qualifications Include:

• Minimum of two (2) years of prior New Business Intake experience in a law firm setting
• Experience with Aderant Expert and conflicts database software
• Strong knowledge of conflicts of interest and new business intake principles
• Ability to work independently in a high-volume practice and take initiative
• Strong multitasker, ability to juggle multiple projects simultaneously