- Run conflicts checks and ensure appropriate waivers/clearances and approvals are obtained.
- Manage the Conflict inbox, organizing and completing requests in a timely manner.
- Process new business intake forms to open new matters through Aderant Expert, maintaining a 24-hour turnaround.
- Collaborate with staff to ensure accurate information for formal opening of new matters.
- Send engagement letters to Billing for the creation of rate codes for new billing clients.
- Determine attorney origination credits, update the master spreadsheet, and maintain accurate information in Entity Manager in Expert.
- Apply proper billing rates to each matter, including adding the bill cycle.
- Ensure quality control of matter data, ensuring completeness for every new file.
- Re-open files as necessary, including re-running conflicts checks and verifying matter parties, billing contacts, rates, and originations.
- Make record changes to files, such as adjusters, addresses, offices, billing attorneys, clients, and bill cycles.
- Close designated matters upon receipt of staff emails, updating the bill cycle to final for billing.
- Manage the Records inbox, ensuring that requests are organized and completed promptly.
- Maintain and update the conflict database with current information regarding clients and their affiliate relationships.
- Minimum of two (2) years of prior New Business Intake experience in a law firm setting.
- Experience with Aderant Expert and conflicts database software.
- Strong knowledge of conflicts of interest and new business intake principles.
- Ability to work independently in a high-volume practice and take initiative.
- Strong multitasking skills with the ability to juggle multiple projects simultaneously.
Conflicts Analyst - Miami, United States - Contemporary Staffing Solutions
Description
Job Description
Job DescriptionContemporary Staffing Solutions is seeking a detail-oriented and experienced New Business Intake Coordinator to join our client for a remote role As a New Business Intake Coordinator, you will play a crucial role in facilitating the onboarding of new clients and ensuring compliance with conflict of interest protocols. The ideal candidate will have a strong background in new business intake processes, be proficient with Aderant Expert and conflicts database software, and possess a keen understanding of conflict of interest principles. This Direct-Hire opportunity offers an annual salary up to $70,000/year
Responsibilities:
Qualifications:
Contemporary Staffing Solutions (CSS) has been a leading provider of contract, temporary, temporary-hire & direct hire solutions. We began as a staffing agency and evolved to a national provider of workforce management solutions with a niche recruitment focus in Accounting & Finance, Call Center & Office, Human Resources, Sales & Marketing, & Information Technology. To learn more about CSS, visit our website: