Intake Manager

Zelle LLP•Dallas, TX

just now•Hybrid

About The Position

Zelle LLP is an international litigation law firm with nine offices across the United States and one in London. The one hundred attorneys who practice at Zelle specialize in complex insurance and antitrust litigation for a broad range of clients. We are not your typical law firm. Our commitment to building community, culture, diversity, focusing on shared financial rewards, and career growth are the core values that make Zelle a different kind of firm. Summary: Zelle LLP is hiring an Intake Manager to oversee firm-wide client intake processes. This role will work closely with attorneys, firm management, and various support staff to ensure accurate, timely billing and compliant matter management firmwide.

Requirements

College degree or equivalent experience required
5 years or more experience in new business intake with a law firm
Accuracy and attention to detail is essential along with an understanding of how the role affects the overall system, legal process, and impact on Firm performance
Detailed-oriented with the ability to multi-task, prioritize and effectively manage day-to-day tasks
Proficiency in data entry, processing, researching, cross-referencing and validating data
Ability to produce accurate work in fast-paced environment with strict deadlines
Strong communication and interpersonal skills for interacting with clients and internal Zelle team effectively
Maintains a courteous and professional demeanor, with a positive attitude
Experience providing excellent customer service and an understanding of good customer service principles
Exceptional written and verbal communication skills
Ability to work with and maintain confidential and sensitive information
Demonstrates consistent focus when managing repetitive tasks
Excellent critical thinking and problem-solving skills, thinks things through and evaluates potential consequences before acting
Experience in initial case management duties such as setting up initial files, entering data, and obtaining additional information when necessary
Comfortable with navigating, exploring, and mastering new computer systems
Ability to learn quickly and solve problems or navigate in unfamiliar systems with little instruction
Experience with Microsoft Office (Word, Excel, Zoom, etc.) required
Experience using Aderant along with IntApp is preferred

Responsibilities

Opens new matters across the firm, ensuring accurate setup in management system (IntApp and Aderant)
Communicates efficiently with Legal Assistants, Attorneys, and key Client contacts regarding possible issues related to the matter opening process to obtain complete and accurate information
Cross references insurance carrier guidelines and attorney correspondence with clients to ensure assigned billing rates are correct, update rates on existing matters as necessary
Clearly and quickly communicates the pertinent details of a client matter, upon request
Works with Conflicts team attorneys to open matters
Works with Billing team to ensure matter details are being maintained as required
Ensures all Firm procedures and policies are accurately followed before new clients or matters are opened
Provides support on all phases of Matter Maintenance tasks
Builds relationships with people in various departments, including Attorneys, Management and Staff to ensure proper outcomes as well as key client relationships
Works independently on assigned projects, identifying and utilizing the most efficient methods and software applications
Identifies and implements process improvements to shorten cycle and improve data integrity
Assists the Billing Team with facilitating e-billing matter set up in client e-billing systems
Manages the closing process for completed matters
Assists with special projects and additional duties as assigned, some billing may be required