Jobs

    Conflicts & Intake Specialist - California, United States - Insight Global

    Insight Global
    Insight Global California, United States

    2 weeks ago

    Insight Global background
    Description

    Required Skills and Experience

    • High school degree/GED required;
    • Minimum of 5 years of experience within conflicts, Aderant experience preferred.
    • Strong analytical skills are a must.
    • Must have a demonstrated ability to work timely and accurately
    • Proficient in Microsoft Office Suite, particularly Word, Excel and Outlook.
    • Strong people, communication and multitasking skills, highly organized and detail oriented.
    • Ability to work both independently and within a team environment.
    • An approach that demonstrates an "ownership" mentality, flexibility, creativity, initiative, tenacity and a positive attitude.

    Job Description

    Insight Global is seeking a Conflicts & Intake Specialist to join the Los Angeles office of an AM 100 law firm. This position will be responsible for opening New Clients and New Matters across all Offices. The Conflicts Department assists Attorneys in complying with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations. These objectives are accomplished through running conflicts checks and reviewing New Client and New Matter information submitted via the Firm's business intake system.

    The responsibilities for this position will include:

    • Conduct an initial review of the intake form and confirm it complies with the Firm's internal policies and procedures
    • Conduct a formal conflicts search using standard Boolean logic and performing corporate research. Escalate hits to the Conflicts Attorney(s) as needed.
    • Ensure the documentation included within the request contains all necessary clearances and approvals.
    • Initial review of the engagement letter to ensure accuracy with regard to parties, rates, standard language, and format.
    • Confirm that all client/matter information recorded in the Firm's central records is accurate.
    • Maintain all electronic client matter records, including attorney allocation changes.
    • Assist all Firm personnel by answering questions on the intake process
    • Complete special administrative projects as assigned
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