Lateral Intake Coordinator

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

General Description

The Lateral Intake Coordinator assists lateral partners with efficiently opening their portable work. This role collaborates with the Lateral Partner and across the firm to ensure that an incoming lateral partner's clients are cleared, opened, and data is organized correctly. The Lateral Intake Coordinator supports lateral partners during their onboarding process and subsequently works with the partner's assigned Practice Assistant to provide ongoing support once the partner's clients are set up.

Key Responsibilities And Essential Job Functions

• Inputs key data into Intapp Intake’s request form to open clients and matters for Lateral Attorneys. Understands key areas where data may get stuck and helps problem solve. Continues to push forward the process.
• Prepares draft engagement letters for incoming lateral partners by taking the portable matters chart provided by the Lateral Conflicts team. Reviews the drafts with the lateral partner once they have started. Follows-up with lateral partner on missing data to ensure that clients get opened expeditiously.
• Assists with data intake, helping to ensure various workflow steps are advancing, including, ensuring matter-opening process is followed and interfacing with Information Governance team for data movement to appropriate workspaces/access. Follows-up with various groups, as necessary.
• Updates client statuses in Integration Plans while opening clients, sending out engagement letters, etc.
• Ensures a smooth hand-off to assigned Practice Assistant for ongoing support after portable clients have been successfully opened at HK.
• Interfaces and communicates regularly with lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team and the Lateral Integration team.
• Tracks, analyzes and provides status updates related to opening new clients/matters and getting data set up.
• Special projects and duties as assigned.
  
  

Required Skills

• Ability to work well under pressure and manage multiple tasks simultaneously.
• Excellent communication and interpersonal skills.
  
  

Required Qualifications & Education

• Bachelor’s degree
• 3 years of experience in a similar role, preferably within a law firm or professional services environment.
• Strong understanding of client intake processes and data management
  
  

Physical Requirements

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage
  
  

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be at their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being. Below is a list of just some of the benefits we offer: generous paid time off; eleven paid holidays per year; time off for bereavement or jury duty; paid leave for new parents; comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSA or HSA; FSA for dependent care; supplemental AFLAC policies for medical care; excess liability coverage; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup care for children and adults; senior care planning support; and resources for individuals with development disabilities and their caregivers.

Benefits may vary by position and office.

Holland & Knight is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran or any other protected class.

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