Intake Analyst

Lathrop GPM•San Jose, KS

1d•Hybrid

About The Position

Lathrop GPM has an immediate opening for an Intake Analyst in Minneapolis, Minnesota; Kansas City, Missouri; or San Jose, California. Under the supervision of the Senior Intake Manager, the Intake Analyst supports the firm’s client and matter intake process by reviewing, processing, and analyzing new business forms and conflicts checks. The role also handles requests and correspondence related to client matter information. Responsibilities are performed with a commitment to excellent customer service and risk management, consistent with firm values. The Intake Analyst conducts conflicts checks and related research and due diligence, evaluates new representations for risk considerations, manages client matter information and related correspondence, and responds to requests about the intake process. The role works with firm attorneys, legal administrative assistants, and other personnel. Lathrop GPM describes its work environment as hybrid and offers a competitive compensation and benefits package.

Requirements

Bachelor’s degree or equivalent years of related experience.
At least two years of experience in conflicts or new business intake in a law firm, or other law-firm-setting experience.
Ability to problem-solve.
Strong research and analytical skills, including the ability to identify risk considerations and synthesize substantial client due diligence and conflicts-of-interest information.
Excellent interpersonal, verbal, and written communication skills, including effective communication in virtual settings.
Ability to concentrate, make decisions, and work calmly and effectively in a high-pressure, deadline-oriented environment.
Good judgment and initiative, including knowing when to seek direction, clarification, or consultation.
Flexibility with time and ability to adjust to a changing work environment.
Ability to build and maintain positive internal and external relationships while maintaining a client-service orientation.
Sound judgment and discretion when handling highly confidential information.
Ability to maintain stamina throughout a standard workday, on-site and off-site.
Ability to maintain regular attendance and work regularly scheduled hours.
Ability to take direction and accept supervision.
Ability to work independently, organize and accurately prioritize work, pay attention to detail, recognize urgency, and exercise good judgment in varied situations.
Ability to work effectively in a collaborative, team-oriented environment and participate in team meetings, trainings, and other required firm events.
Willingness to provide management with feedback and suggestions professionally and constructively.

Responsibilities

Perform conflicts checks for new client, matter, and additional-party intake forms; identify potential conflicts of interest and provide information to assist the Professional Responsibility Committee in clearing them.
Review and analyze new representations for risk considerations and firm-specific special processing procedures.
Conduct quick searches and preliminary conflicts checks and summarize results for requestors.
Research prospective clients and related parties using firm databases and web-based applications.
Perform due diligence and credit checks on prospective clients.
Conduct sanctions-list screenings for prospective clients and parties involved in proposed representations.
Process conflicts checks for lateral-hire candidates.
Process and manage intake-form correspondence, including obtaining appropriate approvals for non-standard language.
Process and manage requests to change or update client matter information.
Coordinate with firm attorneys and legal administrative assistants to obtain and maintain client correspondence, including engagement letters, client Outside Counsel Guidelines, and conflicts waivers, and save the materials in appropriate repositories.
Track and follow up on outstanding requests and new business intake form approvals.
Respond to calls, emails, and workflow requests from firm attorneys, legal administrative assistants, and other personnel regarding the new business intake process.