Lateral Support Specialist

Bradley Arant Boult Cummings•Nashville, TN

10d

About The Position

The Lateral Support Specialist supports the onboarding of new lateral attorneys under the direction of the Conflicts Manager and in close collaboration with Conflicts and Intake Attorneys, the Attorney Onboarding Manager, and the department Director. The role coordinates administrative onboarding activities, supports compliance with firm policies, and provides assistance to incoming attorneys and the lateral onboarding team. It also participates in daily conflicts checks for existing firm attorneys as workload requires. The specialist processes conflicts and intake requests, administers client engagement and transition documentation, maintains onboarding files and checklists, and keeps attorneys and management informed about progress. The role also trains support staff, develops and updates procedures, assists with audits, and identifies process improvements.

Requirements

Bachelor's degree preferred.
At least 5 years of experience in a legal administrative support role; experience in a large law firm is preferred.
Exceptional attention to detail and commitment to accuracy.
Strong written communication skills and ability to draft professional correspondence.
Experience with Microsoft Office and specialized legal software, including Elite 3e, NetDocs, and Intapp.
Proactive problem-solving skills and a solutions-oriented mindset.
Patient, effective communicator with strong interpersonal skills.
Adaptable team player able to thrive in a fast-paced environment.
Professional demeanor and commitment to service excellence.
Self-motivated, with the ability to work independently and as part of a team.
Commitment to continuous learning and process improvement.

Nice To Haves

Bachelor's degree.
Experience in a large law firm environment.

Responsibilities

Prepare and submit conflicts check and client/matter intake requests for potential lateral hires using Intapp.
Gather information from lateral candidates about current and former clients, matters, and business interests.
Track conflicts check status and coordinate with the Conflicts Department to address identified issues.
Maintain accurate conflicts documentation for compliance and audit purposes.
Process lateral attorney intake forms and maintain candidate files according to firm standards and retention policies.
Draft engagement letters and client transfer letters using firm templates and requirements.
Coordinate and track client transition communications in partnership with lateral attorneys and onboarding team members.
Coordinate and track waiver letters and assist with ethical wall implementation when required by conflicts analysis.
Serve as an administrative point of contact for lateral attorneys during onboarding.
Create onboarding checklists tailored to each lateral attorney's clients, practice area, and needs.
Provide status updates on lateral onboarding progress to attorneys and management.
Train legal support specialists in lateral onboarding procedures and best practices.
Develop and update standard operating procedures for lateral attorney administrative support.
Conduct training on conflicts processing, client intake, and engagement letter drafting.
Mentor new administrative staff on lateral integration support techniques.
Identify and implement process improvements and efficiency enhancements.
Maintain knowledge of firm administrative systems and communicate updates to the support team.
Assist with audits of lateral attorney files and onboarding documentation.
Monitor compliance with firm standards for client engagement and conflicts management.
Ensure client transitions are documented in accordance with ethical requirements.
Participate in daily conflicts checks for existing firm attorneys as workload requires.