New Business Intake and Conflicts Specialist

Miles & Stockbridge P.C.•Washington, DC

10d•$56,300 - $85,100•Hybrid

About The Position

Miles & Stockbridge has positioned itself as an AmLaw 200 firm that is global in scope and in reach. Miles & Stockbridge maintains a reputation for a dynamic and approachable work environment that allows talented lawyers and staff from diverse backgrounds to thrive and grow. As part of our ongoing commitment to affect positive change, Miles & Stockbridge focuses on partnerships that benefit the community, reflect the causes our colleagues support, and allow us to collaborate with clients and neighbors to deepen relationships. Miles & Stockbridge is seeking a highly organized and skilled New Business Intake and Conflicts Specialist to join our prestigious law firm. This is a hybrid position located in one of our Washington, DC offices. The New Business Intake and Conflicts Specialist works directly with our attorneys to obtain and analyze all the information necessary for the Firm to decide whether to approve the proposed new business or make changes to existing matters. This position is ideal for someone who is detail oriented, good with cross-departmental collaboration, and eager to take on a role in centralizing the new business intake process.

Requirements

Bachelor’s degree or equivalent experience, Paralegal certificate a plus.
2+ years’ experience in Conflicts and Intake in a law firm or legal environment, with a demonstrated understanding of conflict resolution processes and procedures.
General knowledge of ethical rules and risk management requirements governing conflicts of interest and conflicts resolution processes.
Proven ability to handle confidential and sensitive information with discretion and maintain the highest ethical standards.
Proficiency in technical applications used in new business intake and conflicts such as Intapp Open/Walls/Terms.
Utilize research applications such as Dun & Bradstreet, Capital IQ, and Hoover’s.

Responsibilities

Follow established procedures and guidelines to gather complete and accurate information from the lawyers required for new business requests.
Analyze new matter requests from the attorneys with an understanding of transactional and litigation matters ensuring the information gathered from the attorney is correct and complete.
Respond to and communicate with the lawyers and staff involved in a new business request on any changes or additional information that may be necessary before the firm can accept the new business.
Timely submit the firm’s new business conflicts and intake forms and related documents on behalf of the attorneys to ensure that files are opened accurately and efficiently.
Review and/or draft engagement agreements, and other relevant documentation for accuracy, completeness, and compliance with the firm’s guidelines and policies prior to approval of a matter opening.
Review and evaluate the documentation provided by the attorney as a conflict waiver to ensure compliance with the requirements under the Rules of Professional Responsibility for the corresponding jurisdiction.
Thoroughly analyze documentation and provide recommendations to the Director of New Business Intake and Conflicts if further action is required as a condition of the consent.
Coordinate with Research and Information Center personnel to facilitate due diligence research of prospective clients with a view towards identifying high-risk and/or negative findings, circulating any findings to the Director of New Business Intake and Conflicts for further instruction.
Escalate issues concerning exceptions to the firm’s new matter intake policies, including deviations from the firm’s standard terms of engagement to the firm’s Director of New Business Intake and Conflicts, Conflict Attorneys and/or Senior Conflicts Analyst.
Confirm that all ethical walls have been properly established Walls, LMS and NetDocs
Ensure that copies of fully executed engagement agreements and waiver correspondence, outside counsel guidelines, ethical wall memoranda, and other engagement documentation have been stored in the firm’s administrative documents site.
Assist in the submission of lateral candidate information and support integration efforts.
Participate in the maintenance of Firm databases and other systems, including but not limited to Intapp Terms and Intapp Walls, used to manage and comply with client guidelines.
Handle sensitive and confidential information with the utmost discretion, ensuring that all conflict-related matters are treated with the highest level of confidentiality.