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Organization TypeLaw Firm
Years of Experience
New Business Intake Specialist The candidate maintains efficient workflow of new business intake process. Analyses and reviews new business intake forms for quality and completeness. Researches corporate history of clients and related parties using corporate databases such as Dun and Bradstreet, Avention, Hoovers and other online resources. Performs additional conflict searches for prospective clients and related parties by using Intapp Open conflicts database. Examines and reviews engagement letters for accuracy and confirms consistency with standards established by the Office of General Counsel. Works with the New Business Intake Manager and other Conflicts Analysts to identify risks, adversities to clients and other policy issues that emerge in new business. Provides excellent and timely customer service to all Firm attorneys and personnel.
Qualification and Experience
The candidate should have College degree and 3+ years of progressive experience in New Business Intake, Conflicts or a related field in law firms. JD degree is preferred. Paralegal Certificate are a plus. Should have ability to regularly communicate in both written and verbal form with attorneys, staff and clients. Microsoft Office Suite, Outlook, and Excel; Elite and Intapp Open software experience a plus. Must have a working knowledge of Dun and Bradstreet, Hoovers, Lexis/Westlaw, Pacer, Avention and is able to interpret the data produced by those systems. Must have knowledge of conflict of interest principles in order to define relationships and related parties. Should be escalated to the Senior Manager of New Business Intake and Conflicts. Must have excellent organizational, analytical and written skills
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