Lateral Support Specialist

Bradley•Tampa, FL

11d

About The Position

The Lateral Support Specialist works under the direction of the Conflicts Manager and closely with Conflicts and Intake Attorneys, the Attorney Onboarding Manager, and the department Director. The role supports the onboarding of new lateral attorneys by coordinating the administrative process, ensuring compliance with Firm policies, and providing support to incoming attorneys and the lateral onboarding team. It also participates in daily conflicts checks for existing firm attorneys as workload requires.

Requirements

Five or more years of experience in a legal administrative support role, preferably in a large law firm environment.
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 communication and strong interpersonal skills.
Ability to work as an adaptable team player in a fast-paced environment.
Professional demeanor and commitment to service excellence.
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 checks and client/matter intake requests for potential lateral hires using the firm's conflicts management system, 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 resolve identified issues.
Maintain conflicts-process documentation for compliance and audit purposes.
Process lateral attorney intake forms and ensure all required information is complete and accurate.
Create and maintain lateral 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 with lateral attorneys and onboarding team members.
Coordinate and track waiver letters and assist with ethical-wall implementation when required by conflicts analysis.
Provide administrative support to lateral attorneys during onboarding.
Create and maintain onboarding checklists tailored to each lateral attorney's clients, practice area, and needs.
Provide regular onboarding-progress updates to lateral 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 process-improvement opportunities and implement 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-transition documentation complies with ethical requirements.