File Intake/Transfer Manager

2-5 yrs required

Full-time

No

SEO friendly job title: File Intake/Transfer Manager at Law Firm
H1: Join Our Team as a File Intake/Transfer Manager at Womble Bond Dickinson (US) LLP
H2: Manage File Intake and Transfers at a Leading Law Firm

Law Firm Seeking File Intake/Transfer Manager for Multiple Locations

Womble Bond Dickinson (US) LLP is currently seeking a skilled File Intake/Transfer Manager to join our team. This role will be responsible for managing the intake and transfer process for all incoming and outgoing files, ensuring that all relevant information is gathered, organized, and processed accurately and efficiently.

Responsibilities:

• Oversee the entire process of file intake and transfers, from start to finish
• Collaborate with multiple teams to facilitate the intake and transfer of files
• Ensure all conflicts are resolved, priority matters are identified, and engagement letters are drafted and signed
• Work closely with the General Counsel's office, Legal Project Assistants, and local Office Directors of Administration
• Utilize provided charts and systems to accurately organize and categorize information
• Communicate with the Billing team regarding client billing rates and project billing
• Receive, log, and track incoming files and docketing information for all practice groups
• Coordinate with the IP Docketing team to manage workflow, prioritize tasks, and ensure deadlines are met
• Maintain accurate and up-to-date records of all incoming files and their status
• Assist with the preparation of reports and statistics related to file intake
• Create client matter number matrices to match files from old firms to new firms
• Ensure all client files are transferred out of the firm according to File Transfer Procedures, including removing specified documents
• Draft client transfer letters and track responses when attorneys leave the firm
• Work with IT personnel to transfer all necessary information in and out of the firm

Requirements:

•
• Knowledge of IP laws, regulations, and docketing procedures
• Attention to detail and accuracy
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office and ability to quickly learn new software
• Willingness to travel up to 25% of the time
• Strong written and oral communication skills
• Self-motivated with the ability to maintain confidentiality
• Excellent organizational and time-management skills
• Professional demeanor

Womble Bond Dickinson (US) LLP is an Equal Opportunity/Affirmative Action/Pro Disabled and Veteran Employer.

Salary Information:
• Exempt position with competitive salary
• Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k) plan

Experience Information:
•
• Experience in file intake and transfer processes preferred
• Knowledge of IP laws, regulations, and docketing procedures
• Strong attention to detail and accuracy
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office and ability to quickly learn new software
• Excellent communication skills, both written and oral
• Self-motivated with the ability to maintain confidentiality
• Strong organizational and time-management skills

Join Our Team as a File Intake/Transfer Manager at Womble Bond Dickinson (US) LLP
- Responsible for managing the intake and transfer process for all incoming and outgoing files
- Work with multiple teams to ensure accurate and efficient processing of information
- Utilize charts and systems to organize and categorize information
- Coordinate with the Billing team for client billing rates and project billing
- Collaborate with the IP Docketing team for workflow management and deadlines
- Maintain accurate records of all incoming files and their status
- Create client matter number matrices for matching files from old firms to new firms
- Draft client transfer letters and track responses when attorneys leave the firm
- Competitive salary and comprehensive benefits package offered
- Bachelor's degree and experience in file intake and transfer processes preferred
- Strong attention to detail and accuracy required
- Ability to work independently and as part of a team
- Willingness to travel and strong communication skills necessary
- Join our team at Womble Bond Dickinson (US) LLP as a File Intake/Transfer Manager.

Yes

Medical, Dental, Vision, 401k, Paid Time Off, Professional Development Opportunities

English

Organization, Attention to Detail, Microsoft Office, Communication, Time Management, Confidentiality

Bachelor's degree in business administration, paralegal studies, or equivalent professional experience.

Interested candidates should submit their resume and cover letter to the company's website or HR department.

Qualification and Experience Bachelor's degree in business administration, paralegal studies, or equivalent professional experience

Legal