Conflicts and Client Intake

Peregrine Search Solutions; Los Angeles (CA); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Parking

Medical, Dental, Vision

401(k)

Disability & Life Insurance

Vacation & Sick Leave

Job summary

Peregrine Search Solutions is hiring a Risk & Client Intake Coordinator in Los Angeles. This full-time, non-exempt role blends in-office collaboration with remote work, following an onboarding period.

You will manage conflict searches, client onboarding, and financial tracking to support senior lawyers and clients. The ideal candidate has 2–5 years in law-firm conflicts and intake, a Bachelor's degree preferred, and strong ethics knowledge.

Qualifications

• 2–5 years of dedicated conflicts and client intake experience within a law firm.
• Bachelor’s degree preferred.
• Solid working knowledge of ethics rules governing conflicts of interest and professional conduct.

Responsibilities

• Run, analyze, and clear conflict searches for new clients and matters.
• Identify potential conflicts and escalate as needed to ethics counsel.
• Draft, track, and circulate engagement letters, waivers, and guidelines.
• Ensure adherence to Rules of Professional Conduct and internal risk controls.
• Create and maintain client/matter records across systems.
• Verify client identities and perform due diligence per governance.
• Train staff on conflict submission and intake procedures.
• Monitor budgets, track retainer balances, and prepare weekly status reports.

Skills

Attention to detail

Organizational skills

Analytical skills

Time management

Discretion

Communication skills

Education

Bachelor’s degree preferred

Tools

Microsoft Office

PDF editors

E-signature platforms

Job description

RISK & CLIENT INTAKE COORDINATOR

Position Title: Risk & Client Intake Coordinator

Employment Type: Full-Time (40 Hours/Week) | Non-Exempt / Hourly

Compensation: $65,000 – $75,000/year (Commensurate with Experience)

Location Structure: Hybrid (3 Days In-Office / 2 Days Remote after initial onboarding)

ABOUT THE FIRM

We are partnering with a premier, full-service boutique law firm specializing in Corporate, Real Estate, Entertainment, IP, and Litigation. Founded by former BigLaw attorneys and General Counsels, the firm combines high-caliber legal services with a supportive, team-centric culture.

We are seeking a proactive, highly detailed Risk & Client Intake Coordinator to manage the end-to-end client onboarding and risk management process.

POSITION OVERVIEW & CORE RESPONSIBILITIES

Risk Management & Conflict Clearance

• Run, analyze, and clear comprehensive conflict searches in the firm’s database for new clients, matters, and lateral attorney hires.

• Identify potential conflicts and expand complex issues to attorneys or Ethics Counsel as needed.

• Draft, track, and circulate engagement letters, conflict waivers, retainer requests, and outside counsel guidelines.

• Ensure strict adherence to applicable Rules of Professional Conduct and internal risk control procedures.

Client Onboarding & File Administration

• Create, update, and maintain accurate client/matter master records across document management, accounting, and conflicts platforms.

• Verify client identities and perform required due diligence in compliance with firm governance.

• Facilitate client disengagements, closing files, and managing lateral file transfers (including transfer authorization documentation).

• Train incoming attorneys and support staff on conflict submission procedures and intake protocols.

Financial Tracking & Support

• Establish client budgets, set up flat-fee or budget tracking alerts, and schedule automated matter reports for handling attorneys.

• Monitor outstanding retainer balances, waivers, and signed agreements; issue weekly status reports to stakeholders.

• Provide administrative and operational assistance on ad-hoc legal support projects.

IDEAL CANDIDATE QUALIFICATIONS

• Experience: 2–5 years of dedicated conflicts and client intake experience within a law firm setting (Law firm experience is strictly required).

• Education: Bachelor’s degree preferred.

• Ethics & Compliance: Solid working knowledge of ethics rules governing conflicts of interest and rules of professional conduct.

• Technical Skills: Proficient in legal risk software, document management systems, Microsoft Office Suite, PDF editors, and electronic signature platforms.

• Core Competencies:

  • Exceptional attention to detail with strong organizational and analytical capabilities.

  • Ability to prioritize multiple time-sensitive tasks in a fast-paced environment.

  • Discretion in handling highly sensitive, confidential information.

  • Professional written and verbal communication skills.

WORK SCHEDULE & ONBOARDING

• Schedule: Hybrid model (3 days in-office / 2 days remote).

• Onboarding Phase: The role requires full-time in-office attendance during the initial training and acclimation period to integrate with firm operations, build key internal relationships, and master firm-specific workflows prior to transitioning to the hybrid schedule.

COMPREHENSIVE BENEFITS PACKAGE

• Employer-Paid Parking

• Medical, Dental, and Vision Coverage

• 401(k) Retirement Plan

• Short-Term Disability, Long-Term Disability, AD&D, and Life Insurance

• Generous Vacation Policy + 10 Paid Sick Days