Client Intake Specialist

Lewis Brisbois • Highland, IN

9d • Hybrid

About The Position

The Northwest Indiana office of Lewis Brisbois, a full-service AmLaw 100 firm, located in Highland, IN is seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process by organizing and tracking new client data and processing new matter memos. This a role that services the firm on a national scale.

Requirements

• Experience in a legal/law firm environment
• Attention to detail, along with the ability to multi-task
• Proactive work ethic
• Excellent communication and organizational skills
• Strong problem solving skills, takes initiative and uses good judgment
• Ability to adapt based on shifting priorities
• Proficient using Microsoft office applications
• Ability to be a self-starter and work with minimal supervision

Nice To Haves

• Experience with LawTime, Aderant, or equivalent accounting software is preferred

Responsibilities

• Conducting conflict checks on new client for Attorney’s in local office
• Receiving and organizing case documents and correspondence required for new matter process
• If a new client is a litigation matter, creating litigation hold letter for attorney approval
• Processing new matter memos for local office and entering into Aderant software application
• Verifying correct rates for client by review of matter description and practice areas
• If new client, reviewing of documentation as to new rates to be entered and enter new rates into system
• Reviewing and confirming client billing addresses, contact information and adjuster contact information, if applicable
• Assigning new client matter number and upload new matter memo and respective documents to iManage

Benefits

• medical
• dental
• vision
• life insurance
• 401k with employer match
• sick and vacation time

What This Job Offers

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