Openings >> New Business Intake Lateral Specialist
New Business Intake Lateral Specialist
Summary
Title:New Business Intake Lateral Specialist
ID:73063
Department:Staff
Location:Other (see listing details)
Salary Range:N/A
Salary Range *Note*:N/A
Workplace Type:N/A
Description

  

New Business Intake Lateral Specialist  

Hinshaw & Culbertson LLP, a national law firm, currently has an excellent full-time employment opportunity for a New Business Intake Lateral Specialist. We offer competitive compensation and an excellent benefits package.  

Position Summary:   

The New Business Intake Lateral Specialist “NBI Lateral Specialist” will be responsible for the transfer and creation of all incoming Lateral candidates’ clients and matters. In addition, they will collaborate with a cross-functional Risk Management transfer team to ensure required information and data is received and stored appropriately. The NBI Lateral Specialist will also provide support to various Practice Groups when necessary.  

 

Duties and Responsibilities:  

  • Act as a trusted liaison between incoming Lateral Attorney and secretarial team and the Firm’s transfer team to ensure a smooth and efficient transition.
  • Process all incoming Lateral matters including the creation of all intake forms; assignment of new matter numbers.
  • Provide support to Practice Groups with the creation of Preliminary Conflict Search forms and new matter requests as needed.  
  • Coordination with Records Management on matter openings to ensure matter data is properly imported.
  • Engage in discussions with Lateral Attorney and secretary tam to gather information and/or clarification as well as necessary follow-up to ensure that data is accurate and complete.  
  • Demonstrate a complete understanding of firm policy and department procedures regarding conflict searches and new business intake, including case captions, engagement letters, and outside counsel guidelines.   
  • Ensure that all waiver and engagement letters are being collected and assist in the implementation of ethical walls as necessary.  
  • Assist Senior Conflicts Analyst with conflicts analysis reports as needed to include:  
    1. Conduct exhaustive research on related parties and affiliates, ensuring a complete, documented conflict search is performed for every involved party. 
    2. Evaluate relationships between companies and individuals and incorporate those relationships into the conflicts database. 
    3. Prepare and analyze time-sensitive conflicts search reports and effectively summarize search results. 
  • Respond to urgent inquiries made by secretaries and attorneys relating to intake and conflicts. 
  • Stay current with best industry practices and new developments in the area of conflicts of interest and risk management. 
  • Assist in all aspects of the Conflicts department operations inclusive of administrative tasks to maintain the integrity of the Firm’s conflicts database. 
  • Conduct training for new staff as needed. 
  • Exhibit high standard of customer service and consistent quality. 

 

Qualifications and Prior Experience: 

  • Bachelor’s degree in relevant information management or legal studies discipline is required. Minimum of 5 years’  experience in conducting legal research. 
  • Demonstrated ability to interpret and analyze information. Including ability to compile, review, filter, synthesize, and determine logical conclusions or recommendations based on data and information which is varied in content and format. 
  • Previous experience in a law firm, professional services or consulting firm in processing new business and/or conflicts of interest is strongly desired. 
  • Excellent analytical skills. Ability to draw accurate conclusions from complex sets of information.
  • Advanced internet skills, and exceptional attention to detail. 
  • Must have the ability to prioritize and handle multiple projects at once while meeting deadlines and working in a fast paced environment with minimal supervision. 
  • Working knowledge of the Model Rules of Professional Conduct pertaining to business intake and conflicts. 
  • Excellent interpersonal, written and verbal communication skills. Ability to work with personnel at all levels to converse about conflicts of interest issues, and department procedures.
  • Professional work ethic, initiative and customer service. 
  • Familiarity with industry leading NBI and Conflicts systems.
  • Exceptional professional work ethic, initiative and customer service.
  • Experience with CMS/Aderant and Intapp Open Enterprise.
  • Proficiency in Microsoft Office programs. 
  • Ability to work with tight deadlines and to provide off hours (evenings, weekends and holidays) to support projects and escalated issues, as needed. 

  

As an EEO/AA employer, Hinshaw & Culbertson LLP will not discriminate in its employment practices due to an applicant’s age, race, color, religion, sex, sexual orientation, gender, gender identity , gender expression, national origin, protected veteran or disability status or any other factor prohibited by law.  

  

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