Senior Intake Analyst

Lathrop GPM • San Jose, KS

11d • $60,000 - $75,000 • Hybrid

About The Position

Lathrop GPM, one of the nation's leading law firms, has an immediate opening for a Senior Intake Analyst in our Minneapolis, MN, Kansas City, MO or San Jose, CA location. The Senior Intake Analyst is responsible for supporting the firm’s client and matter intake process through the review, processing, and analysis of new business forms and conflicts checks. Through their subject matter expertise, the Senior Intake Analyst will act as a resource for firm personnel both within and outside of the Intake department. All responsibilities are expected to be performed with a commitment to providing excellent customer and risk management service to the partnership in a matter consistent with firm values. Lathrop GPM is a full-service, Am Law 200 law firm with offices in Boston, Chicago, Dallas, Denver, Kansas City, Los Angeles, Minneapolis, Overland Park, St. Cloud, St. Louis, San Jose, Redwood Shores and Washington, D.C. Our clients are at the heart of everything we do. We offer a competitive compensation and benefits package, and a professional, challenging, yet comfortable hybrid working environment.

Requirements

• Bachelor’s degree or equivalent years’ related experience
• Minimum of three years’ experience in conflicts or new business intake in a law firm
• Ability to problem-solve.
• Strong research and analytical skills, including the ability to identify risk considerations and synthesize large amounts of client due diligence data and conflicts of interest information.
• Excellent interpersonal, verbal and written communication skills, including the ability to communicate effectively in a virtual environment (e.g., via phone, web/videoconference).
• Ability to concentrate on tasks, make decisions and work calmly and effectively in a high-pressure, deadline-orientated environment.
• Demonstrated ability to use good judgment in taking initiative while asking for direction or clarification and consulting others, as appropriate.
• Willingness to be flexible with time and adjust to a changing work environment.
• Ability to build and maintain positive relationships, both internally and externally, while maintaining a client service orientation.
• Ability to use sound judgment and discretion in dealing with highly confidential information.
• Ability to maintain stamina throughout a standard workday, on- and off-site.
• Ability to maintain regular attendance and work regularly scheduled hours.
• Ability to take direction and accept supervision.
• Demonstrate ability to work independently, organize and accurately prioritize work, be detail-oriented, understand when urgency is required and use good judgment in varied situations.
• Ability to work effectively with co-workers in a team-oriented, collaborative environment.

Nice To Haves

• Experience with Intapp Open
• Working knowledge of Model Rules of Professional Conduct and their practical application in a mid to large size law firm

Responsibilities

• Perform conflicts checks for new client, matter, and additional parties intake forms, including the identification of potential conflicts of interest and providing relevant information to assist the Professional Responsibility Committee (PRC) in clearing potential conflicts of interest
• Perform review and analysis of new representations as it relates to risk considerations and firm specific special processing procedures
• Research prospective clients and related parties using firm databases and web-based applications
• Perform due diligence and credit checks on prospective clients
• Conduct sanctions list screenings for prospective clients and parties involved in proposed representations
• Process conflicts checks for lateral hire candidates
• Process and manage correspondence related to intake forms including retrieving appropriate approvals for non-standard language
• Act as point of contact to answer questions and provide guidance for newly trained employees at the firm, both within and outside of the Intake department
• Help facilitate seamless onboarding, client transfers and matter openings for lateral partners and partner groups
• Assist Intake management with keeping department resources, such as Compass, Intake internal procedure documents, and Intapp Open system documentation, current and making recommendations for improvements
• Identify potential risk considerations and special processing procedures applicable to the opening of new clients and matters
• Assist with attorney offboarding as it relates to ensuring the accuracy of firm client matter data and records
• Process and manage requests to change or update client matter information
• Liaise with firm attorneys and legal administrative assistance to ensure client correspondence such as engagement letters, client Outside Counsel Guidelines, and conflicts waivers are obtained when necessary, up to date, and saved in the appropriate repositories
• Track and follow up on all outstanding requests and new business intake form approvals
• Respond to calls, emails and workflow requests from firm attorneys, legal administrative assistants, and other personnel regarding the new business intake process and requests
• Special projects and other duties as assigned.
• Other duties as assigned.

Benefits

• Full comprehensive benefit plan including health care, retirement plan and paid days off, including PTO, parental leave, and short/long term disability.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior