Job Title: Lateral Intake Coordinator (Hybrid)
Job Responsibilities:
The Lateral Intake Coordinator is primarily responsible for assisting lateral partners with efficiently opening their portable work. This role involves collaborating with the lateral partner and various teams across the law firm to ensure that an incoming lateral partner's clients are cleared, opened, and data is organized correctly. 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 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 on missing data to ensure that clients are opened expeditiously.
- Assisting with data intake, ensuring various workflow steps are advancing, including ensuring the matter-opening process is followed and interfacing with the Information Governance team for data movement to appropriate workspaces/access.
- 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.
- Interfacing and communicating 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.
- Tracking, analyzing, and providing status updates related to opening new clients/matters and getting data set up.
- Handling special projects and duties as assigned.
Education and Experience Information:
- A Bachelor’s degree is required for this position.
- The candidate must have 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.
Salary Information:
The base salary ranges for this position vary by location, with the following ranges specified:
- 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 an exceptional benefits package. The benefits aim to promote a work environment where individuals have access to resources that help them perform their best both professionally and personally. 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, 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 the recruitment or employment process, as well as inclusion in a personnel file. Additional information may be collected if consent is given for a background check.
