Client Intake Analyst

Venable LLP • Los Angeles, CA

3d • $65,000 - $85,000 • Onsite

About The Position

At Venable, we are looking for a Client Intake Analyst to perform conflict searches and business intake activities supporting the Firm's new business acceptance process. This role is crucial for ensuring the firm's new business acceptance process is handled efficiently and accurately.

Requirements

• A bachelor's degree, paralegal certificate, or equivalent experience
• A minimum of one year law firm experience required
• Working knowledge of legal conflicts and business intake concepts
• Strong analytical and organizational skills
• Excellent written and verbal communication
• Ability to manage multiple priorities in a deadline-driven environment

Nice To Haves

• Additional experience preferred including experience with new matter intake, conflicts or legal administrative support
• Experience using Aderant, Elite, Intapp, or comparable systems preferred

Responsibilities

• Reviewing new client and matter requests, amendments to existing matters, and client/matter maintenance requests
• Conducting conflict searches using Firm systems, databases, and research tools for new matters and change requests
• Researching clients and conflict parties using internal and external resources (including Hoovers, Dunn & Bradstreet, LexisNexis, and internet searches) to identify potential conflicts, issues, or inconsistencies
• Analyzing, interpreting, and summarizing conflict search results and research findings for review by the Conflicts Resolution Team, Ethics Committee, and Business Intake Committee
• Reviewing, validating, and processing new matter openings, client maintenance, matter updates, and change tasks in accordance with established policies and procedures
• Coordinating with the Ethics Committee, Business Intake Committee, attorneys, and legal and administrative staff to ensure intake requests, file openings, and change tasks are completed accurately and efficiently
• Monitoring intake queues, Conflict Check Requests, Client Intake Approvals mailboxes, and other intake workflows; prioritizing work and rush requests in accordance with service standards
• Responding to inquiries regarding client intake, file openings, conflicts, and matter change procedures via email and phone; troubleshooting issues, escalating unresolved matters as appropriate, and following up to ensure timely resolution
• Maintaining accurate documentation within the intake system

Benefits

• medical
• dental
• vision
• disability
• life insurance
• flexible spending and healthcare savings accounts
• 401(k) with firm profit share
• paid time off
• firm paid holidays
• wellness and personal advocacy programs
• family planning resources and leave programs
• tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level