Lateral Intake Coordinator (Hybrid) in Philadelphia, PA

Law Firm

Philadelphia, PA

Lateral Intake Coordinator (Hybrid) in Philadelphia, PA

Law Firm Non Legal Department

Min 3 yrs required

No

Job Title: Lateral Intake Coordinator (Hybrid)

Job Responsibilities:
The Lateral Intake Coordinator plays a crucial role in supporting lateral partners during their onboarding process at the law firm. The primary responsibilities include:

- Assisting lateral partners in efficiently opening their portable work by ensuring that incoming lateral partner's clients are cleared, opened, and data is organized correctly.
- Collaborating with the Lateral Partner and across the firm to facilitate the onboarding process.
- Inputting key data into Intapp Intake’s request form to open clients and matters for lateral attorneys, understanding key areas where data may get stuck, and problem-solving to push the process forward.
- Preparing draft engagement letters for incoming lateral partners using the portable matters chart provided by the Lateral Conflicts team and reviewing the drafts with the lateral partner once they have started.
- Following up with lateral partners on missing data to ensure that clients get opened expeditiously.
- Assisting with data intake to ensure various workflow steps are advancing, including ensuring the matter-opening process is followed and interfacing with the Information Governance team for data movement to appropriate workspaces/access.
- Following up with various groups as necessary and updating client statuses in Integration Plans while opening clients and sending out engagement letters.
- Ensuring a smooth hand-off to the assigned Practice Assistant for ongoing support after portable clients have been successfully opened at the firm.
- Regularly interfacing and communicating with the lateral partner, Conflicts Team, Business Intake team, Client Contracts team, Lateral Conflicts team, Information Governance team, and Lateral Integration team.
- Tracking, analyzing, and providing status updates related to opening new clients/matters and getting data set up.
- Undertaking special projects and duties as assigned.

Education and Experience Information:
- A Bachelor’s degree is required.
- A minimum of 3 years of experience in a similar role, preferably within a law firm or professional services environment.
- A strong understanding of client intake processes and data management is essential.

Required Skills:
- Ability to work well under pressure and manage multiple tasks simultaneously.
- Excellent communication and interpersonal skills are necessary for the role.

Physical Requirements:
- Ability to sit or stand for extended periods of time.
- Moderate or advanced keyboard usage.

Salary Information:
The base salary ranges for the Lateral Intake Coordinator position vary depending on the location within the United States. These ranges may not be applicable to other locations, and an individual's actual compensation will depend on their qualifications and experience. In addition to the base compensation, the law firm provides bonus opportunities and an exceptional benefits package.

- Illinois: -
- Washington: -
- District of Columbia: -
- New York City: -
- New York State: -
- Colorado: -
- California: -

Benefits:
The law firm aims to promote a work environment where individuals have access to resources that help them perform their best both professionally and personally. This includes resources that encourage individuals to focus on their health and well-being. Some of the benefits offered include:

- Comprehensive medical (PPO and HDHPs), dental, and vision plans, including coverage for domestic partners.
- Life and AD&D insurance.
- Short and long-term disability insurance.
- Tax-advantaged accounts for health care expenses, including FSAs and HSAs, as well as FSAs for dependent care.
- Health advocacy services and behavioral health and counseling resources for all family members.
- A 401(k) plan and profit-sharing.
- Pre-tax transit and parking program.
- Backup dependent care and senior care planning support.
- Resources for individuals with developmental disabilities and their caregivers.
- Paid holidays and other paid time off, including paid leave for new parents.

Benefits may vary by position and office.

Equal Opportunity Statement:
The law firm is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other factor prohibited by law.

Privacy Statement:
Personal information collected from applicants will be used for processing the application throughout any recruitment or employment process and for inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. The law firm may collect further information if consent is given for a background check, which includes criminal background, employment, and certifications.