Lateral Intake Coordinator (Hybrid) in Orlando, FL

Law Firm

Orlando, FL

Lateral Intake Coordinator (Hybrid) in Orlando, FL

Law Firm Non Legal Department

Min 3 yrs required

No

Job Title: Lateral Intake Coordinator (Hybrid)

Job Responsibilities:

The Lateral Intake Coordinator is tasked with supporting lateral partners in efficiently opening their portable work. The role requires collaboration with the lateral partner and various departments within the law firm to ensure that the clients of incoming lateral partners are cleared, opened, and their data is organized correctly. Key responsibilities include:

- Inputting key data into Intapp Intake’s request form to open clients and matters for lateral attorneys. The coordinator is expected to understand where data may get delayed and to assist in problem-solving to advance the process.
- Preparing draft engagement letters for incoming lateral partners using the portable matters chart provided by the Lateral Conflicts team. The coordinator reviews these drafts with the lateral partner and follows up on missing data to ensure clients are opened promptly.
- Assisting with data intake and ensuring various workflow steps are advancing, including following the matter-opening process and interfacing with the Information Governance team for data movement to appropriate workspaces/access. Follow-ups with various groups are performed as necessary.
- 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 law firm.
- Regularly interfacing and communicating with the lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team, and the Lateral Integration team.
- Tracking, analyzing, and providing status updates related to opening new clients/matters and setting up data.
- Performing 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:

- The ability to work well under pressure and manage multiple tasks simultaneously.
- Excellent communication and interpersonal skills are necessary.

Physical Requirements:

- The ability to sit or stand for extended periods of time.
- Moderate or advanced keyboard usage is required.

Salary Information:

The base salary ranges for this position vary by location and are as follows (not applicable to all locations):

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

In addition to the base compensation, the law firm provides bonus opportunities and a comprehensive benefits package. Benefits include medical, dental, and vision plans (including coverage for domestic partners), life and AD&D insurance, short and long-term disability insurance, tax-advantaged accounts for healthcare expenses, FSAs for dependent care, health advocacy services, behavioral health and counseling resources for all family members, 401(k), profit sharing, pre-tax transit and parking program, backup dependent care, senior care planning support, resources for individuals with developmental disabilities and their caregivers, and paid holidays and other paid time off, including paid leave for new parents.

The law firm is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other factor prohibited by law.

Personal information collected from applicants will be used for processing the application throughout any recruitment or employment process and will be included in a personnel file. Data categories collected may include name, address, phone numbers, email, Social Security Number, and signature. The law firm may collect further information with consent for a background check, which may include criminal background, employment, and certifications.