Business Intake & Conflicts Specialist (Laterals)

Min 3 yrs required

Full-time

No

Job Title: Business Intake & Conflicts Specialist (Laterals)
Salary: Expected hourly pay range of -
Experience: 3+ years of direct applicable experience in a legal setting (. BIC department, legal secretary, paralegal, or executive assistant)

Cooley Law Firm is seeking a Business Intake & Conflicts Specialist (Laterals) to join their team. This role is essential in ensuring the firm's compliance with ethical obligations, risk management policies, and ability to onboard new business in a timely manner. The ideal candidate will have strong computer skills, excellent communication skills, and the ability to work independently in a fast-paced environment.

Position Summary:

The Business Intake & Conflicts Specialist (Laterals) will work closely with the Associate Director of Conflicts and other team members to assist with various department initiatives. This includes conducting research, drafting policies and procedures, coordinating lateral candidate submissions, and performing operational tasks. The specialist will also serve as a flexible resource and may be cross-trained in different areas of the department.

Position Responsibilities:

Primary Laterals:

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

Primary New Business:

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

Operations:

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

Other:

- Provide training to new BIC hires on systems and tasks
- Lead and manage system and information clean-up projects
- Conduct research projects on conflicts and corporate affiliations
- Assist with ethical screen database clean-up
- Other duties as assigned

Skills and Experience:

Required:

- Proficiency in Microsoft Office, iManage, and other firm applications
- Availability for overtime as needed
- 3+ years of direct applicable experience
- Strong computer skills

Preferred:

- Bachelor's degree
- Paralegal certificate
- Previous 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 little supervision
- Ability to prioritize and handle multiple tasks in a fast-paced environment
- Initiative and punctuality

Cooley offers a competitive compensation and benefits package, including medical, dental, vision, flexible spending accounts, life insurance, and parental leave. The expected hourly pay range for this position is - , with the final offer amount depending on location, experience, and skillset.

In summary, the Business Intake & Conflicts Specialist (Laterals) will play a crucial role in the firm's compliance, risk management, and business onboarding processes. The ideal candidate will have strong computer and communication skills, previous legal experience, and the ability to work independently in a fast-paced environment. Join Cooley Law Firm and contribute to their success while enjoying a competitive salary and comprehensive benefits package.

Not specified

Medical, health savings account, dental, vision, flexible spending accounts, life insurance, AD&D, long-term care coverage, backup care, parental support benefits, parental leave, fertility benefits, paid time off, paid holidays

Not specified

Proficiency in Microsoft Office, iManage, and other firm applications; strong computer skills

Bachelor's degree preferred, paralegal certificate preferred

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 preferred, paralegal certificate preferred

Legal