Lateral Intake Manager in Charlotte, NC

Law Firm

Charlotte, NC

Lateral Intake Manager in Charlotte, NC

Law Firm Non Legal Department

5-5 yrs required

No

Job Title: Lateral Intake Manager

Job Responsibilities:

- Supervise and manage a team of four lateral team members, including Conflicts, Background, and New Business Intake employees.
- Ensure ongoing training for all team members to maintain high standards.
- Conduct analyses of all lateral requests for the law firm and ensure potential conflicts are identified and cleared during pre-hire onboarding.
- Review reports compiled by the Conflicts team for accuracy and compliance with law firm standards.
- Compile conflict reports from the law firm's conflicts database for attorneys and conflicts counsel to review and clear.
- Interface directly with law firm employees, partners, associates, legal administrative assistants, Practice Group Chairs, and General Counsel.
- Handle multiple projects simultaneously and pivot between urgent requests and projects while supervising the team.
- Lead and assist with large and complex special projects requiring the review of substantial data.
- Ensure accurate records are maintained for potential audits.
- Responsible for recruiting, hiring, training, and development of new employees.
- Analyze information and perform research as needed.
- Manage third-party software/platform relationships and ensure the team is up to date on software best practices and updates.
- Ensure accurate reporting of data from the conflicts database to other departments, including finance, records, and IT.
- Conduct regular audits of the conflicts database to maintain compliance.
- Complete day-to-day tasks for entering requests in the intake system in preparation for conflict searches, including both lateral and regular conflict searches.
- Process the daily workflow for new law firm clients and matters into the firm's systems (conflicts, records management, and accounting/financial databases).
- Provide accurate information based on new client and existing client conflict searches.
- Coordinate the pre-onboarding and onboarding process for all lateral attorneys and other lateral employees.
- Prepare intake forms for onboarding of lateral attorneys' clients/matters.
- Perform other duties as assigned.

Education and Experience Information:

- Minimum of 5 years of related Conflicts/Intake experience.
- Minimum of 4 years of supervisory/management experience required.
- Bachelor's Degree required.
- Paralegal Certification preferred, but not required.
- Master's or Juris Doctor preferred, but not required.
- Experience with Microsoft Office Suite.
- Experience and working knowledge with Conflicts/New Business Intake database tools such as Elite, Intapp, 3E, Aderant, or similar software.
- Excellent verbal and written communication skills.
- Accurate typing skills.
- Proficient computer skills.
- Familiarity with legal terminology and business practices.

Salary Information:

- An excellent compensation and benefits package is offered. Candidates are encouraged to submit their resume, cover letter, and salary requirements.