Intake Coordinator - Conflicts - Dallas

Winstead PCDallas, TX
Onsite

About The Position

The Intake Coordinator will be responsible for supporting the Intake/Conflicts team and the Business Intake process.

Requirements

  • Bachelor’s degree or 2+ years of law firm experience
  • A working understanding of large law firm processes and procedures as well as a general familiarity with various practice areas handled by the firm is required
  • Attention to detail and the ability to work with autonomy while making sound judgments
  • Ability to produce detailed and accurate work product
  • Effective time management and the ability to independently manage multiple projects simultaneously
  • Effective and clear communication skills within a professional office environment
  • Willingness to learn and develop new skills
  • Technical proficiency with computers, MS Office applications, and other office machinery necessary as position requires constant communication and exchange of information with firm attorneys, clients and staff

Responsibilities

  • Providing support Firmwide with tasks within the business intake process
  • Monitoring pending new business intake workflow for accuracy and completeness
  • Ensuring client documentation is properly categorized and stored within the Document Management System
  • Auditing time entries against Conflicts database to ensure data accuracy
  • Processing Client/Matter Maintenance Requests
  • Carefully adhering to Departmental and Firm standards as they relate to confidential information and risk mitigation
  • Working with Conflicts Department to support onboarding new clients and matters as needed
  • Working with Recruiting Department to assist with onboarding new hires as needed
  • Perform related duties as assigned
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