Legal Intake Manager

Freeman, Mathis & Gary Law•Atlanta, GA

13d•Onsite

About The Position

Freeman Mathis & Gary, LLP is a nationally recognized Am Law 200 law firm with over 500 attorneys servicing clients in 40 offices and 22 states seeking a Legal Intake Manager to join our Intake team in our Atlanta office. The Intake Manager is responsible for reading, writing, cross-referencing, checking and validating information with respect to new file openings and maintenance of existing firm matters. The Intake Manager will supervise and assist the Intake Team to provide guidance and support to ensure accurate and efficient workflow. The Legal environment is a fast-paced and deadline driven, so working with a sense of urgency is a must. Ideal candidates are tech savvy and able to quickly learn and adapt to new systems and processes. An assertive communication style and solid written/verbal communication skills are required as the Intake Manager communicates frequently with attorneys. Proficiency in Microsoft Office is required. The hours for the position are from 9am to 6pm.

Requirements

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
Ability to multi-task, prioritize and effectively manage a busy desk
Proficiency in data entry, processing, researching, cross-referencing and validating data
Ability to produce accurate work in fast-paced environment with strict deadlines
Maintains a courteous and professional demeanor, with a positive attitude
Exceptional written and communication skills, track record of error free communication
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- computer literate
Ability to learn quickly and solve problems or navigate in unfamiliar systems with little instruction
Bachelor’s Degree Required
Computer savvy and experience with Microsoft Office (Word, Excel, Teams, etc.) required

Nice To Haves

Degree in Data Management and research focused degree programs are preferred
Business Administration Degrees considered
Experience using Aderant is preferred
Experience using an SAP based system with conflict or billing software experience a plus
Knowledge of the administrative legal process in the insurance defense space a plus
Experience providing excellent customer service and understands good customer service principles

Responsibilities

Work within Upfront and the SAP billing system each day to ensure matters are opened properly in accordance with FMG standards and with the correct client matter information
Supplement and maintain Intake Source Document (OneNote) related to workflow procedures, including client specific exceptions where required
Train new Legal Intake Specialists and perform updated training as needed based on changes in workflow and procedure
Assist in implementation of uniform rate update procedures for client billing rates
Oversee and provide guidance for other members of Intake Team and escalate to Assistant General Counsel as needed
Participate in the new billing software integration
Communicates efficiently and concisely with Legal Assistants and Attorneys regarding possible issues related to the matter opening process and follows up with obtaining complete and accurate information
Works proactively, with a systems mindset, to eliminate conflict issues and mitigate future professional liability risks
Inputs new client information and works quickly and accurately to get client matter numbers assigned so that the attorneys can begin billing time to the matter
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
Closes requested matters, monitors supplemental party requests to determine if any client matter information needs to be updated as part of processing request filings
Identify and implement process improvements to shorten cycle & improve data integrity
Communicate with potential clients when necessary via email or phone
Evaluate each intake workflow in Upfront (SAP billing system) and thoroughly analyze each submission to ensure accuracy and completeness
Asks thoughtful questions regarding the facts provided in Upfront ensuring that the information provided is in alignment with the system’s requirements and client’s billing guidelines
Work with Conflicts and Billing Teams to ensure matters are being maintained as required
Build relationships with people in various departments, including Attorneys, Management and Staff to ensure proper outcomes
Assist with special projects and additional duties as assigned