Client Intake & Conflicts Supervisor

Procopio Cory Hargreaves • San Diego, CA

5h • $105,000 - $135,000 • Hybrid

About The Position

Procopio’s Conflicts team is growing! We are seeking a Client Intake & Conflicts Supervisor to lead and support our conflicts and intake function in our downtown San Diego office. This individual will oversee the daily workflow of the client intake and conflicts process, ensuring timely and accurate opening of new client matters while maintaining compliance with the firm’s conflicts policies and procedures. The supervisor will work closely with attorneys and administrative staff to gather necessary information, review conflicts reports, and resolve potential conflicts issues.

This role will also be responsible for supervising members of the conflicts and intake team, providing guidance, training, and support to ensure efficient operations and high-quality service. The ideal candidate will be highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. Strong communication and problem-solving skills are essential, as this role requires regular interaction with attorneys and firm leadership. Candidates must have strong overall technical skills, including proficiency with the MS Office Suite, and experience working with conflicts and intake software systems. Experience with Intapp Conflicts and Intapp Walls, as well as Elite, is strongly preferred. The candidate should also be able to thrive in a collaborative environment where multiple projects and requests are handled simultaneously.

This position is located in our downtown San Diego office and offers the opportunity to work a hybrid schedule if desired (up to 2 days work-from-home). The team works closely together; a courteous, professional, and team-oriented approach is essential for success. If you consider yourself skilled at managing a high volume of work while leading a team with a strong customer service orientation, and you have the skills and experience described above, we’d love to hear from you. Typical pay range is from $105,000 – $135,000 annually depending on experience.

Procopio is an equal opportunity/affirmative action employer and encourages applications from women, people of color, persons with disabilities, lesbian, gay, bisexual, and transgender individuals. Procopio Rises Above and has made a strong commitment to diversity and inclusion; we condemn the discrimination of applicants by race, religion, color, national origin, age, sex, gender, sexual orientation, disability or any other characteristic protected by law.

Requirements

• 5+ years of experience in conflicts and/or client intake within a law firm or professional services environment
• 2+ years of supervisory or team leadership experience
• Team player with a positive, professional attitude
• Strong follow-up skills
• Excellent attention to detail
• Strong written and verbal communication skills
• Strong overall technical skills, including proficiency with the MS Office Suite
• Experience working with conflicts and intake software systems

Nice To Haves

• Experience with Intapp Conflicts and Intapp Walls, as well as Elite

Responsibilities

• Oversee the daily workflow of the client intake and conflicts process
• Ensure timely and accurate opening of new client matters
• Maintain compliance with the firm’s conflicts policies and procedures
• Work closely with attorneys and administrative staff to gather necessary information
• Review conflicts reports
• Resolve potential conflicts issues
• Supervise members of the conflicts and intake team
• Provide guidance, training, and support to ensure efficient operations and high-quality service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed