Senior Client Intake and Conflicts Analyst - Legal - 26404

Senior Client Intake and Conflicts Analyst – Legal

Boston, MA | Onsite | $110K–$120K

A leading law firm in Downtown Boston is seeking an experienced Senior Client Intake and Conflicts Analyst to oversee and enhance its intake process. This role is pivotal in ensuring the efficient identification, resolution, and documentation of conflicts during client onboarding and new hire clearance. The ideal candidate will collaborate across legal, operations, finance, and risk teams while maintaining compliance with firm policies.

Key Responsibilities:

• Manage the client and matter intake process, ensuring prompt and accurate conflict resolution.
• Develop and maintain a structured conflict management framework to support firm operations.
• Conduct quality assurance reviews to ensure intake data accuracy and completeness.
• Work closely with attorneys to evaluate and clear conflicts of interest.
• Oversee the maintenance of comprehensive conflict records, engagement letters, and waivers.
• Utilize internal and external research tools to analyze corporate affiliations and historical waivers.
• Ensure secure documentation and storage of conflict resolution materials.
• Generate and review reports to verify intake records align with firm policies.
• Coordinate with the Records Department to facilitate matter-related documentation processing.
• Accurately classify new client matters by practice area and legal specialty.
• Serve as a subject matter expert on legal ethics, conflicts of interest, and best practices in client intake.
• Prepare conflict reports for senior leadership, including Practice Group Chairs and the Risk Management Committee.
• Train and support staff on intake and conflict resolution procedures.
  
  

Evolving Responsibilities:

As the firm upgrades internal systems and software, this role will expand to include risk management initiatives such as business continuity planning, insurance programs, and operational best practices.

Qualifications:

• Bachelor’s degree required.
• 4–5 years of experience in legal intake, conflicts resolution, compliance, or regulatory operations.
• Experience with Elite 3E or similar financial systems is a plus.
• Juris Doctor (JD) preferred, but not required.
• Strong knowledge of legal ethics, conflict of interest rules, and regulatory procedures.
• Proven ability to train and lead staff on firm-wide processes.
• Exceptional organizational, analytical, research, and communication skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• High level of discretion and professionalism when handling confidential information.
• Proficiency in Microsoft Office Suite and Elite 3E.
  
  

For immediate consideration, please send your resume to Allie at aross@daleyaa.com.

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