New Business Intake Assistant

Burr & Forman•Birmingham, AL

About The Position

Burr & Forman LLP has an immediate opening in our Birmingham, AL or Columbia, SC office for a full-time New Business Intake Assistant. This position will support the firm’s New Business Intake Department through the screening of new and existing clients for potential conflicts, performing due diligence on new business opportunities, and ensuring compliance with the Rules of Professional Conduct and client outside counsel guidelines. ADDITIONAL INFORMATION This position is a unique opportunity to join a firm that prioritizes our clients, colleagues, and communities. If you’re a service-minded professional with intellectual curiosity and excellent work ethic, please consider joining our team. Burr & Forman LLP provides a wide range of benefits designed to support our employees and families including comprehensive health insurance, dental and vision insurance, group term life and disability insurance, a 401(k) retirement plan and retirement planning services, paid time off, and free wellness and mental health services among other benefits. The salary range for this position reflects a reasonable estimate of the range of compensation. Actual compensation is based on a number of factors, including but not limited to, education, work experience, geographic location, skills and competencies, industry knowledge, job responsibilities, market considerations and other business considerations. Equal Opportunity Employer Burr & Forman is an equal opportunity employer and is committed to recruiting, hiring, developing, and promoting lawyers and staff without regard to age, race, color, religion, sex, gender, national origin, sexual orientation, military and protected veteran status, gender identity or expression, transgender status, sex stereotyping, pregnancy, genetic information, disability, or any other protected characteristic. Please view Equal Employment Opportunity, E-Verify, and other related posters at www.burr.com/careers/working-at-burr.

Requirements

Two to five years of legal experience, preferably with New Business Intake in a law firm.
Bachelor’s degree or equivalent combination of education, training, and experience.
Proficiency with Microsoft Word and Outlook.
Highly organized, detail-orientated, and proactive with a desire to take ownership.
Balance competing priorities and work effectively in a fast-paced environment, exercising patience and professionalism during stressful situations.
Ability to work independently and with a team.
Strong verbal and written communication skills.
Some overtime may be required.

Nice To Haves

Experience with InTapp and Aderant preferred.

Responsibilities

Assist New Business Intake team with processing new matter requests in the firm’s conflicts software.
Perform background checks and other due diligence related to new matters.
Review new matters for accuracy and completion, confirming that required documents such as engagement letters, outside counsel guidelines, and waivers are attached.
Complete data entry of new matters into the firm’s conflicts software.
Perform general client matter maintenance, including updating client addresses, names, or corporate trees.
Track and follow up on the status of executed engagement letters.
Close matters in the firm’s billing and conflicts systems.
Assist with outside counsel guidelines which may include tasks such as uploading and integrating documents to an outside counsel management database and following up with attorneys to confirm that client outside counsel guidelines are the most recent version.
Other responsibilities as needed.