Lateral Intake Coordinator (Hybrid) in Brandon, FL

Law Firm

Brandon, FL

Lateral Intake Coordinator (Hybrid) in Brandon, FL

Law Firm Non Legal Department

Min 3 yrs required

No

Job Title: Lateral Intake Coordinator (Hybrid)

Job Responsibilities:
The Lateral Intake Coordinator is responsible for assisting lateral partners with efficiently opening their portable work. The role involves collaboration with the lateral partner and various departments within the law firm to ensure that incoming lateral partner's clients are cleared, opened, and that data is organized correctly. The coordinator supports lateral partners during their onboarding process and subsequently works with the partner's assigned Practice Assistant for ongoing support after the partner's clients are set up.

Key responsibilities include:
- 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 helping to problem solve while continuing to push forward the process.
- Preparing draft engagement letters for incoming lateral partners by taking the portable matters chart provided by the Lateral Conflicts team. Reviewing the drafts with the lateral partner once they have started and following up with them on missing data to ensure that clients get opened expeditiously.
- Assisting with data intake to ensure various workflow steps are advancing, including ensuring matter-opening process is followed and interfacing with Information Governance team for data movement to appropriate workspaces/access. Following up with various groups as necessary.
- Updating client statuses in Integration Plans while opening clients, sending out engagement letters, etc.
- Ensuring a smooth hand-off to assigned Practice Assistant for ongoing support after portable clients have been successfully opened.
- 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 getting data set up.
- 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:
- Ability to work well under pressure and manage multiple tasks simultaneously.
- Excellent communication and interpersonal skills.

Salary Information:
The position may be filled in Illinois, District of Columbia, Washington, New York, Colorado, or California. The base salary ranges for this position are as follows:
- Illinois – -
- Washington - -
- District of Columbia – -
- New York City – -
- New York State – -
- Colorado – -
- California – -

In addition to base compensation, the law firm provides bonus opportunities and an exceptional benefits package. Benefits include comprehensive medical, dental, and vision plans, life and AD&D insurance, short and long-term disability insurance, tax-advantaged accounts for health care expenses, 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 on the basis of 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. Personal information collected from applicants will be used for processing the application throughout any recruitment or employment process and 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, including criminal background, employment, and certifications.