Client Intake Analyst

Venable LLP; Los Angeles (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) retirement plan

Paid time off

Wellness programs

Job summary

Venable LLP is seeking a Client Intake Analyst in Los Angeles to perform conflict searches and support the firm’s new business intake process. The role includes reviewing requests, conducting searches, and coordinating with ethics and business intake committees to ensure accurate file openings and changes.

The ideal candidate has a degree or paralegal certification and at least one year of law firm experience, with knowledge of conflicts and intake concepts.

Qualifications

• Bachelor's degree, paralegal certificate, or equivalent experience.
• Minimum of one year law firm experience; additional experience with new matter intake, conflicts, or legal admin support is preferred.
• Working knowledge of legal conflicts and business intake concepts.
• Experience using Aderant, Elite, Intapp, or comparable systems preferred.
• Strong analytical and organizational skills are required.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Reviewing new client and matter requests, amendments to existing matters, and client/matter maintenance requests.
• Conducting conflict searches using Firm systems, databases, and research tools for new matters and change requests.
• Researching clients and conflict parties using internal and external resources to identify potential conflicts, issues, or inconsistencies.
• Analyzing, interpreting, and summarizing conflict search results and research findings for review by relevant committees.
• Reviewing, validating, and processing new matter openings and client maintenance tasks per policies.
• Coordinating with ethics and business intake committees and attorneys to ensure intake requests are completed accurately.
• Monitoring intake queues and related mailboxes; prioritizing work and rush requests.
• Responding to inquiries about client intake and conflicts via email/phone, troubleshooting and escalating as needed.
• Maintaining accurate documentation within the intake system.

Skills

Analytical skills

Organizational skills

Education

Bachelor's degree or paralegal certificate

Tools

Aderant

Elite

Intapp

Job description

You’re looking for a change, and so are we. At Venable, we know that every new hire brings valuable experience, new perspectives, and a chance to raise the bar on our approach to how we work. That’s why we’re looking for a Client Intake Analyst to perform conflict searches and business intake activities supporting the Firm's new business acceptance process.

The ideal candidate will be responsible for…

• Reviewing new client and matter requests, amendments to existing matters, and client/matter maintenance requests
• Conducting conflict searches using Firm systems, databases, and research tools for new matters and change requests
• Researching clients and conflict parties using internal and external resources (including Hoovers, Dunn & Bradstreet, LexisNexis, and internet searches) to identify potential conflicts, issues, or inconsistencies
• Analyzing, interpreting, and summarizing conflict search results and research findings for review by the Conflicts Resolution Team, Ethics Committee, and Business Intake Committee
• Reviewing, validating, and processing new matter openings, client maintenance, matter updates, and change tasks in accordance with established policies and procedures
• Coordinating with the Ethics Committee, Business Intake Committee, attorneys, and legal and administrative staff to ensure intake requests, file openings, and change tasks are completed accurately and efficiently
• Monitoring intake queues, Conflict Check Requests, Client Intake Approvals mailboxes, and other intake workflows; prioritizing work and rush requests in accordance with service standards
• Responding to inquiries regarding client intake, file openings, conflicts, and matter change procedures via email and phone; troubleshooting issues, escalating unresolved matters as appropriate, and following up to ensure timely resolution
• Maintaining accurate documentation within the intake system

The successful candidate will demonstrate…

• A bachelor's degree, paralegal certificate, or equivalent experience
• A minimum of one year law firm experience required; additional experience preferred including experience with new matter intake, conflicts or legal administrative support
• Working knowledge of legal conflicts and business intake concepts
• Experience using Aderant, Elite, Intapp, or comparable systems preferred
• Strong analytical and organizational skills
• Ability to manage multiple priorities in a deadline-driven environment

Pay Range for Candidates in Los Angeles: $65,000 - $85,000 per year

The range provided is the minimum and maximum salary that Venable in good faith believes at the time of this posting that it is willing to pay for the advertised position. Exact compensation will be determined based on individual candidate qualifications and location. Additional compensation may include discretionary bonuses and overtime, if eligible. Overtime wages earned will be paid in compliance with applicable law.

Committing your time and talent is no small matter—at Venable, we know that superior client service begins with an investment in our people. Our competitive compensation, robust benefits, and programs that support our employees’ well-being, families, and futures reflect our dedication to prioritizing the whole person, not just the professional.

Venable’s benefits package includes medical, dental, vision, disability, life insurance, flexible spending and healthcare savings accounts, 401(k) with firm profit share, paid time off, firm paid holidays, wellness and personal advocacy programs, family planning resources and leave programs, tuition reimbursement, and more. New employees are provided a detailed orientation to the firm’s benefit offerings upon hire.

Here, we strive to offer the kind of care that radiates, from our colleagues to our clients, to our communities, so that success finds everyone.

Pursuant to the Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest records.