Job Description
Client Business Intake and Conflicts Analyst Location: Atlanta, GA.
Salary: $60K
The Client Business Intake and Conflicts Analyst works closely with the Client Information Manager and is responsible for performing duties relative to compliance client/matter business intake and setup functions.
This person is also responsible for performing conflict-of-interest searches using the Firm's electronic application to determine any and all potential conflict issues and focusing on data integrity of the information provided for the conflicts check to ensure data quality and accuracy.
Essential Duties & Responsibilities:
- Performs searches of external and internal databases for pertinent information on prospective clients, and related parties.
- Analyzes and interprets search results and generates conflict reports.
- Performs self-evaluative quality control checks of conflict reports prior to delivery to the requesting attorney.
- Maintain the workflow of the firm's new business intake process to include administrative maintenance of the system.
- Maintain and support compliance with the Firm's policies governing matter maintenance and closure.
- Monitor and regularly analyze Business Intake & Conflicts department workflow and new business approval workflow to identify opportunities for improved efficiency and training needs, and address any backlogs or processing delays
- Ensuring that new business requests are processed accurately and in a timely manner, and that new client and matter numbers are assigned promptly.
- Educates and provides guidance to internal customers regarding conflicts and intake policies and procedures.
- Maintains client and matter data in in the Aderant billing system.
- Collaborate with the Firm's Information Technology team in support and assist in the enforcement of the Firm's future "Records Retention Policies.
- Performs other related duties as assigned.
Position Knowledge, Skills & Abilities:
- Knowledge of conflicts of interest concepts and rules, business intake principles and practices, and familiarity with key firm business processes that interface with conflicts and business intake.
- Strong process orientation and ability to define and develop workflows.
- Strong research, problem-solving and analytical skills.
- Ability to effectively communicate and interact with colleagues, including lawyers, paralegals and legal support staff.
- Developed time management and personal organizational skills.
- Demonstrated ability to maintain strict confidentiality of internal and personnel affairs.
- Ability to work under pressure, manage multiple priorities, and work within tight deadlines.
- Familiarity with automated systems, including customer databases or new business systems.
- Solid skill with Microsoft office applications.
- Strong technical knowledge of and experience using IntApp Open Conflicts and New Business Intake System.
- Experience working with Aderant financial system.
- Must be flexible for overtime when necessary.
Education & Experience Required:
- Bachelor's Degree preferred, but not required.
- A minimum of two years of work in a law firm conflicts and new business or equivalent position.
Vertex Global Solutions
Job Tags
Flexible hours,