Attorney in Palo Alto, CA

Law Firm

Palo Alto, CA

Attorney in Palo Alto, CA

Non-practicing Attorney

Min 5 yrs required

No

Intake and Risk Management Attorney
The candidate, reporting to the Executive Director, New Business Intake and Procurement, supports the firm's critical risk management function by performing all duties associated with new business intake risk management, including overseeing the critical risk management function related to the onboarding of new clients and new matters to the firm, including vetting potential conflicts, financial, reputational, and anti-money laundering issues; assists with the process of closing out clients and matters; drafts, reviews and advises on client engagement letters with a specific focus on advance waivers; serves as a key risk management resource for the new business intake team; and assists with training around new business intake best practices and business acceptance processes. Assists with the critical new business intake risk management function related to the onboarding of new clients and matters to the firm, including vetting potential conflicts, financial, reputational, and anti-money laundering issues. Undertakes due diligence and reputational risk assessments of new clients and matters. Advises the partnership on business acceptance issues relating to the onboarding of new clients and matters. Works closely with members of the Office of General Counsel around the escalation of issues. Assists with the process of closing out clients and matters, including the drafting of closeout letters. Serves as a key risk management resource for the new business intake team, answering questions related to all aspects of new business intake risk management. Drafts, reviews and advises on client engagement letters with a specific focus on advance waivers. Drafts and develops best practices and business acceptance processes around new business intake risk management. Assists with training to the firm on new business intake risk issues. Trains and mentors members of the new business intake team on risk management issues. Leads new business intake risk management projects. Should have a JD degree. Must have 5 years of experience in a law firm or in-house legal department. New business intake and/or conflicts experience is desirable. Should have active law license in good standing in the state of practice.