Job Details
One of our clients has an immediate opening for a New Business Intake Coordinator to assist with the processes and procedures for the onboarding of new clients and the identification of potential conflicts of interest. This opportunity is in the office during training but then it will migrate to a remote role.
Monday Friday. Flexible schedule: 35 hours of work per week.
They offer a salary that ranges from $60K to $75K, depending on the experience, an excellent benefits package and a collegial work environment.
Responsibilities:
- Run conflicts and make sure the appropriate waivers/clearances and approvals are received.
- Processing new business intake forms to open new matters through Aderant Expert (keeping to a 24 turnaround)
- Work with staff to ensure that information is appropriate to formally open all new matters.
- Send engagement letters to Billing to create rate codes for new billing clients, when needed.
- Determine attorney origination credits and update the master spreadsheet with new credit splits and update the information in Entity Manager in Expert
- Apply proper billing rates to each matter, adding the bill cycle.
- Quality control of matter data, ensuring completeness for every new file
- Re-open files as necessary, which includes re-running conflicts and a check of matter parties, billing contact, rates, and originations.
- Close designated matters upon receipt of emails from staff and update bill cycle to final for billing.
- Make record changes to files such as adjusters, addresses, offices, billing attorneys, clients, bill cycles, etc.
- Manage the Conflict inbox and Records inbox - making sure requests are organized and completed in a timely manner.
- Maintain and update conflict database with current information received regarding clients and their affiliate relationships.
Qualifications:
- Minimum of two (2) years of prior New Business Intake experience in a law firm setting
- Experience with Aderant Expert and conflicts database software
- Strong knowledge of conflicts of interest and new business intake principles
- Ability to work independently in a high-volume practice and take initiative
- Strong multitasker, ability to juggle multiple projects simultaneously
Talk soon!