Lateral Intake Manager
Job Title: Lateral Intake Manager
Job Responsibilities:
The Lateral Intake Manager at the law firm is responsible for overseeing the intake process for lateral attorney candidates, ensuring a seamless and efficient experience from initial contact through onboarding. This role encompasses a wide range of duties aimed at maintaining and enhancing the efficiency and accuracy of the intake process. Key responsibilities include:
- Supervising and managing a team of four lateral team members, which includes Conflicts, Background, and New Business Intake employees.
- Ensuring ongoing training and development for all team members to maintain high standards of performance.
- Conducting analyses of all lateral requests for the law firm and ensuring potential conflicts have been identified and cleared during the pre-hire onboarding process.
- Reviewing reports compiled by the Conflicts team for accuracy and compliance with the law firm's standards.
- Compiling conflict reports from the law firm's conflicts database for attorneys and conflicts counsel to review and clear.
- Interfacing directly with law firm employees, partners, associates, legal administrative assistants, Practice Group Chairs, and General Counsel to facilitate the intake process.
- Handling multiple projects simultaneously and pivoting between urgent requests and projects while supervising the team.
- Leading and assisting with large and complex special projects that require reviewing large amounts of data.
- Ensuring accurate records are maintained for potential audits.
- Being responsible for recruiting, hiring, new employee training, and development within the department.
- Analyzing information and performing research as part of the intake process.
- Managing third-party software/platform relationships and ensuring that the team is up to date on software best practices and updates.
- Ensuring accurate reporting of data from the conflicts database to other departments, including finance, records, and IT.
- Conducting regular audits of the conflicts database to ensure compliance and accuracy.
- Completing day-to-day tasks for entering requests in the intake system in preparation for conflict searches, including lateral and regular conflict searches.
- Processing the daily workflow for new law firm clients and matters into the law firm's systems, including conflicts, records management, and accounting/financial databases.
- Providing accurate information based on new client and existing client conflict searches.
- Coordinating the pre-onboarding and onboarding process for all lateral attorneys and other lateral employees.
- Preparing intake forms for onboarding of lateral attorneys' clients/matters.
- Performing other duties as assigned to support the department's objectives.
Education and Experience Information:
Candidates for the Lateral Intake Manager position should possess the following qualifications:
- A minimum of 5 years of related Conflicts/Intake experience is required.
- A minimum of 4 years of supervisory/management experience is required.
- A Bachelor's Degree is required.
- Paralegal Certification is preferred but not required.
- A Master's or Juris Doctor degree is preferred but not required.
- Experience with Microsoft Office Suite is necessary.
- Experience and working knowledge with Conflicts/New Business Intake database tools such as Elite, Intapp, 3E, Aderant, or similar software is essential.
- Excellent verbal and written communication skills are required.
- Accurate typing skills and proficient computer skills are necessary.
- Familiarity with legal terminology and business practices is important for effectively performing the role.
Salary Information:
The law firm offers an excellent compensation and benefits package for the Lateral Intake Manager position. Candidates are encouraged to submit their resume, cover letter, and salary requirements for consideration. The law firm is an Equal Opportunity Employer (EOE).
