Law Firm
Boston, MA
Lateral Intake Coordinator (Hybrid) in Boston, MA
Law Firm Non Legal Department
Min 3 yrs required
No
Job Title: Lateral Intake Coordinator (Hybrid)
Job Responsibilities:
- Assist lateral partners in efficiently opening their portable work.
- Collaborate with lateral partners and across the law firm to ensure that incoming lateral partners' clients are cleared, opened, and data is organized correctly.
- Support lateral partners during their onboarding process and work with the partner's assigned Practice Assistant for ongoing support once the partner's clients are set up.
- Input key data into Intapp Intake’s request form to open clients and matters for Lateral Attorneys, understand areas where data may get stuck, and help problem-solve while pushing the process forward.
- Prepare draft engagement letters for incoming lateral partners using the portable matters chart provided by the Lateral Conflicts team, review drafts with the lateral partner, and follow-up on missing data to ensure clients are opened expeditiously.
- Assist with data intake, ensuring various workflow steps are advancing, including matter-opening processes and interfacing with the Information Governance team for data movement to appropriate workspaces/access, and follow-up with various groups as necessary.
- Update client statuses in Integration Plans while opening clients and sending out engagement letters.
- Ensure a smooth hand-off to the assigned Practice Assistant for ongoing support after portable clients have been successfully opened.
- Interface and communicate regularly 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.
- Track, analyze, and provide status updates related to opening new clients/matters and setting up data.
- Perform special projects and duties as assigned.
Education and Experience Information:
- Bachelor’s degree required.
- 3+ years of experience in a similar role, preferably within a law firm or professional services environment.
- Strong understanding of client intake processes and data management.
Salary Information:
- Illinois – -
- Washington - -
- District of Columbia – -
- New York City – -
- New York State – -
- Colorado – -
- California – -
Additional Information:
- Ability to work well under pressure and manage multiple tasks simultaneously.
- Excellent communication and interpersonal skills.
- Physical requirements include the ability to sit or stand for extended periods and moderate or advanced keyboard usage.
- Benefits include comprehensive medical, dental, and vision plans, 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, 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.
- Benefits may vary by position and office.
- 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 applications and may include name, address, phone numbers, email, Social Security Number, and signature. Further information may be collected with consent for a background check, including criminal background, employment, and certifications.
Jun 20, 2025
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May 09, 2025
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YES
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