Demo

New Business Intake Coordinator / Conflicts

AllStar Staffing Group
Philadelphia, PA Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 6/2/2025

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
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