Business Intake & Conflicts Specialist (Laterals)

Min 3 yrs required

Full-time

No

Cooley Law Firm is seeking a Business Intake & Conflicts Specialist (Laterals) to join their team. This full-time position is essential to the firm's compliance with ethical obligations and risk management policies and procedures. The BIC Specialist will work closely with the Associate Director of Conflicts and other department leaders to assist with case law research, policy drafting, and lateral candidate submissions. Other responsibilities include monitoring the BIC inbox, processing intake reviews, and providing training to new hires.

Position Summary:

- Business Intake & Conflicts Specialist (Laterals)
- Full-time position at Cooley Law Firm
- Essential for firm's compliance with ethical obligations and risk management policies and procedures
- Works closely with the Associate Director of Conflicts and other department leaders
- Responsible for case law research, policy drafting, and lateral candidate submissions
- Monitors BIC inbox, processes intake reviews, and provides training to new hires

Position Responsibilities:

Primary Laterals:

- Review incoming conflict check submission forms
- 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 BIC inbox and respond to inquiries regarding status of requests
- Communicate with secretaries, attorneys, and other business professionals
- Run conflict reports as needed

Operations:

- Process and quality control assigned intake review queue's
- Assist with review and filing of waiver and engagement letters
- Complete final party linking as assigned

Other:

- Provide training to new hires on systems and tasks
- Lead and manage system and information clean-up projects
- Understand ABA Model Rules of Professional Conduct and jurisdictional differences
- Conduct research projects on conflicts of interest and corporate affiliations
- Assist with ethical screen database clean up
- Other duties as assigned or required

Skills and Experience:

Required:

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

Preferred:

- 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 work in a fast-paced environment and prioritize tasks
- Takes initiative on time-sensitive issues
- Punctual and reliable

Salary Information:

- Expected hourly pay range: -
- Final offer amount dependent on location, experience, and skillset

Benefits:

- Competitive compensation and benefits package
- Committed to fair and equitable employment practices
- Full range of elective benefits, including medical, dental, vision, and flexible spending accounts
- Firm-paid life insurance, AD&D, LTD, and short-term medical benefits
- 20 days of Paid Time Off (PTO) and 10 paid holidays per year
- Generous parental leave and fertility benefits
- Detailed benefit orientation for new employees to learn about all benefits and resources

Cooley Law Firm is an Equal Opportunity Employer.

Not specified

Medical, health savings account, dental, vision, flexible spending accounts, life insurance, AD&D, long-term care coverage, backup care, parental leave, fertility benefits, Paid Time Off (PTO), paid holidays

Not specified

Communication, Microsoft Office, iManage, organizational skills, attention to detail, ability to work independently, ability to prioritize, time management

Bachelor's degree, paralegal certificate

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 direct applicable experience

Legal