Business Intake & Conflicts Specialist (Laterals)

Min 3 yrs required

Full-time

No

Summary:

Cooley Law Firm is seeking a Business Intake & Conflicts Specialist (Laterals) to join their team. This position is crucial for ensuring the Firm's compliance with ethical obligations and risk management policies, as well as onboarding new business in a timely manner. The BIC Specialist will work closely with other Directors and Managers in the department and will have a variety of responsibilities, including case law research, policy and procedure drafting, and coordinating lateral candidate submissions. The ideal candidate will have at least 3 years of related experience and be proficient in Microsoft Office and other firm applications. A Bachelor's degree and paralegal certificate are preferred. Cooley offers a competitive compensation package and a range of benefits, including medical, dental, vision, and parental leave. The expected hourly pay range for this position is - , and the final offer amount will depend on geographic location, experience, and skillset.

Position Summary:

The Business Intake & Conflicts Specialist (Laterals) at Cooley Law Firm is responsible for ensuring the Firm's compliance with ethical obligations, risk management policies, and onboarding new business in a timely manner. This position will work closely with other Directors and Managers in the department and have a variety of responsibilities, including case law research, policy and procedure drafting, and coordinating lateral candidate submissions.

Position Responsibilities:

Primary Laterals:

- Review incoming conflict check submission forms for attorneys, paralegals, and staff
- Create lateral folders and update lateral spreadsheets
- Communicate with recruiting/HR, attorneys, and other department members regarding lateral intake
- Maintain cross-reference database
- Run conflict reports and clear contract attorneys as needed

Primary New Business:

- Monitor BIC inbox and respond to inquiries from secretaries, practice team assistants, and attorneys regarding the status of their requests
- Communicate with secretaries, practice team assistants, attorneys, and other business professionals regarding new business
- Run conflict reports as needed

Operations:

- Process and quality control assigned intake review queues to ensure accurate and complete information for upload
- Assist with review and filing of waiver and engagement letters
- Complete final party linking as assigned

Other:

- Provide training to new BIC hires on various systems and tasks as needed
- Lead and manage BIC system and information clean-up projects
- Understand the American Bar Association Model Rules of Professional Conduct and jurisdictional differences in all states and countries where the Firm conducts business
- Conduct research projects related to conflicts of interest, operations, and project issues
- Assist with ethical screen database clean up
- Perform other duties as assigned or required

Required Skills and Experience:

- Proficiency in Microsoft Office, iManage, and other firm applications
- Availability for overtime as needed
- 3+ years of direct applicable experience (. BIC department, legal secretary, paralegal, or executive assistant)
- Strong computer skills

Preferred Skills and Experience:

- Bachelor's degree
- Paralegal certificate
- Experience in a law firm or professional services environment

Competencies:

- Excellent written and oral communication skills
- Strong organizational skills and attention to detail
- Ability to work independently with minimal supervision
- Ability to thrive in a fast-paced environment and prioritize tasks effectively
- Proactive and able to take initiative on time-sensitive issues
- Punctual and reliable

Compensation and Benefits:

The expected hourly pay range for this position is - . Final offer amount will depend on geographic location, experience, and skillset.

Cooley offers a competitive compensation package and a range of benefits, including medical, dental, vision, and parental leave. Benefited employees also receive firm-paid life insurance, AD&D, LTD, short term medical benefits, 20 days of PTO, and 10 paid holidays each year. Cooley provides generous parental leave and fertility benefits and offers a detailed benefit orientation for new employees to learn more about these options and resources.

Join Cooley Law Firm as a Business Intake & Conflicts Specialist (Laterals) and contribute to the Firm's success by ensuring compliance with ethical obligations and risk management policies, and facilitating the onboarding of new business. This is a full-time position with competitive pay and a comprehensive benefits package. Apply now and become a valuable member of our team.

Not specified

Medical, Health Savings Account, Dental, Vision, Flexible Spending Accounts, Pre-tax Commuter Benefits, Life Insurance, AD&D, Long-term Care Coverage, Backup Care, Paid Time Off, Paid Holidays, Parental Leave, Fertility Benefits, Benefit Orientation

Not specified

Microsoft Office, iManage, Legal Research, Policy and Procedure Drafting, Communication, Organization, Attention to Detail, Time Management, Prioritization, Initiative, Punctuality, Reliability

Not specified

specific duties and responsibilities include, but are not limited to, the following:

position responsibilities:

primary laterals:

review incoming firm wide attorney, paralegal and staff conflict check submission forms
create lateral folders
update lateral spreadsheets
communicate with recruiting/hr, attorneys and other department members regarding lateral intake
help maintain cross-reference database
run conflict reports, as needed
run and clear contract attorneys, as needed

primary new business:

monitor the bic inbox and respond to secretary, practice team assistant and attorney inquiries regarding the status and state of their requests
communicate with secretaries, practice team assistant, attorneys and other business professionals regarding new business
run conflict reports, as needed

operations:

process and quality control assigned intake review queue’s ensuring accurate and complete information for upload
assist with the review and filing of waiver and engagement letters
complete final party linking, as assigned

other:

provide training to all bic new hires on various systems and tasks as necessary
lead and manage bic system and information clean-up projects, providing direction and guidance to temporary resources to carry out and complete respective projects
understand the american bar association (aba) model rules of professional conduct as adopted in each state in which the firm maintains an office, and jurisdictional differences in all states, countries and practice areas in which the firm conducts business
conduct research projects as assigned relating to conflicts of interest, operations and project issues
conduct research projects on corporate affiliations and corporate relatedness
assist with ethical screen database clean up
all other duties as assigned or required

Qualification and Experience Bachelor's degree, Paralegal certificate, 3+ years of relevant experience

Legal