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New Business Intake Specialist

Robert Half San Francisco, CA

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Our client, an AmLaw 100 firm in San Francisco, is looking for a New Business Intake Specialist. This candidate will be responsible for supporting the firm’s client and matter intake process. The New Business Intake Specialist will process conflicts checks to assist with the opening of new client matters for the firm and handle other team responsibilities to help manage client matter information and ensure compliance from a risk perspective. The Specialist is expected to perform all responsibilities with a commitment to providing superior service to all firm attorneys and staff. This position can be 100% remote.


Key responsibilities of this position include: 

·      Perform informal Snapshot conflicts checks and summarize results for requesting partner

·      Research prospective new clients and related parties using firm databases and web-based applications

·      Process Additional Parties requests including identifying potential conflicts of interest and working with firm Ethics Attorneys to clear conflicts

·      Conduct sanctions list screenings

·      Perform checks and special requests for information for bankruptcy matters

·      Process and manage requests to change client matter information

·      Assist with management of entities on internal hold lists

·      Process and manage correspondence including Outside Counsel Guidelines, Engagement, Confirmation, and Termination letter requests. Retrieve appropriate approvals for non-standard language and maintain in appropriate databases.

·      Facilitate matter disposition process for departing attorneys

·      Assist with the facilitation of the firm’s audit letter response process

·      Respond to calls, emails and workflow requests from firm attorneys, paralegals, and legal secretaries regarding the new business intake process

·      Perform other tasks as requested by the New Business Intake Managers and Director 


·      Bachelor’s degree required

·      One year of conflicts or new business intake experience in law firm setting preferred

·      Ability to work outside of regular business hours at times required

·      Experience with Intapp Open preferred

·      Research experience preferred

·      Analytical experience, including the ability to identify risk considerations and synthesize large amounts of client due diligence data

·      Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others

·      Proficiency in Microsoft Office applications, including Word, Excel, Outlook and PowerPoint

·      Ability to work independently and with a team

·      Ability to meet deadlines in a fast-paced environment

·      Aptitude and willingness to work with complex procedures

·      Ability to read, comprehend, and follow instructions

·      Ability to manage multiple priorities and adjust to changing priorities in a professional manner

·      Willingness and ability to assume new tasks and responsibilities

·      Strong service orientation and an ability to establish and maintain effective working relationships with attorneys, secretaries and peers

This is an excellent opportunity for you to take the next step in your legal career and become part of a dynamic firm. The ideal candidate is eager to work in a strong team-oriented environment.

Robert Half

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San Francisco, CA



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