Client Intake and Conflicts Specialist

Wegman Partners; Dallas (TX); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A law firm is seeking a Client Intake and Conflicts Specialist in Dallas, Texas. This hybrid role involves performing conflict of interest searches, maintaining accurate client and matter information, and assisting the Conflicts Department with operational tasks. Ideal candidates should have 3-5 years of relevant experience in a law firm, strong communication skills, and proficiency in Microsoft Office and accounting systems. Join a supportive team and make a significant impact on our intake processes.

Qualifications

• 3-5 years of experience in new business intake and/or conflicts in a law firm.
• Proficiency in relevant conflicts/accounting systems required.

Responsibilities

• Conduct conflict of interest searches for intake requests.
• Maintain client and matter information accurately.
• Communicate effectively with attorneys and clients.

Skills

Collaboration skills

Communication skills

Attention to detail

Organizational abilities

Proactive approach

Education

Bachelor's degree preferred

Tools

Microsoft Office

Elite 3E

Intapp Open

Job description

Remote Policy: Hybrid – eligible to work remotely up to 2 days per week after a 90-day introductory period

Position Summary

Our law firm client is seeking a Client Intake and Conflicts Specialist. Under the direction of the Conflicts and New Business Intake Manager, the Client Intake and Conflicts Specialist is responsible for conducting conflict of interest searches and maintaining accurate client and matter information within the firm’s time and billing systems. This role works closely with attorneys, staff, and clients, ensuring strict confidentiality while supporting the firm’s intake and conflicts processes in accordance with established policies and procedures.

Essential Duties and Responsibilities

• Perform conflict of interest searches for new business intake requests and potential lateral hire candidates
• Analyze conflict search results and provide clear, timely feedback to attorneys
• Maintain accurate and current client and matter information in the firm’s billing and conflicts systems
• Set up and manage matter numbers for client matters, business development, shareholder business expenses, and administrative workspaces
• Assist with day-to-day operations of the Conflicts Department, including administrative tasks to ensure database integrity
• Communicate professionally with attorneys, staff, and clients while providing courteous and accurate support
• Respond to intake and conflicts inquiries from attorneys and secretaries
• Coordinate with the Records Department regarding matter openings, closures, transfers, and destruction
• Routinely close matters based on e-billing alerts and inactive status notifications
• Maintain strict confidentiality of all firm and client information
• Assist with special projects and additional duties as assigned

Knowledge, Skills, and Abilities

• Strong collaboration skills and a cooperative, team-oriented mindset
• Excellent communication skills with the ability to interact effectively with attorneys, staff, and clients
• High attention to detail with strong organizational and time-management abilities
• Ability to multi-task, prioritize, and work efficiently in a fast-paced, evolving environment
• Proactive approach with the ability to anticipate needs and follow through with minimal supervision
• Proficiency in Microsoft Office (Outlook, Excel, Word)
• Experience with Elite 3E and Intapp Open (or equivalent conflicts/accounting systems) required

Education and Experience

• Bachelor’s degree preferred, or an equivalent combination of education and experience
• 3–5 years of hands-on experience processing new business intake and/or conflicts of interest in a law firm environment