Conflicts and Intake Coordinator

Liberty Personnel Services, Inc.; Irvine (CA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Liberty Personnel Services, Inc. is seeking a Conflicts and Intake Coordinator to ensure compliance with conflict of interest rules and manage client intake processes. The ideal candidate will have experience in a law firm, exceptional legal research skills, and strong analytical abilities. Responsibilities include conducting conflicts checks, preparing reports, and coordinating onboarding for new clients. This is a hybrid position located in Irvine, California, requiring attention to detail and excellent communication skills.

Qualifications

• Bachelor's degree preferred.
• Experience in a law firm environment in conflicts or intake role.
• Strong understanding of legal ethics and conflicts of interest rules.
• Proficiency in legal research databases like LexisNexis and Westlaw.
• Excellent research, analytical, and problem-solving skills.
• Exceptional attention to detail and organizational skills.
• Strong communication and interpersonal skills.

Responsibilities

• Conduct thorough conflicts checks using various resources.
• Analyze conflict check results to identify potential conflicts.
• Prepare detailed conflict reports summarizing findings.
• Manage the initial client intake process including inquiries.
• Open new client files and ensure documentation is completed.

Skills

Legal research skills

Attention to detail

Analytical skills

Interpersonal skills

Communication skills

Education

Bachelor's degree

Tools

LexisNexis

Westlaw

Practice management software

Job description

Conflicts and Intake Coordinator - Hybrid - Law firm experience is required!

This critical role is responsible for ensuring the firm's compliance with conflict of interest rules and managing the client intake process. The ideal candidate will have a strong understanding of legal ethics, excellent research and analytical skills, and a commitment to providing exceptional client service.

Responsibilities:

• Conflicts Checking:
  • Conduct thorough conflicts checks using various resources, including internal databases, external databases (e.g., LexisNexis, Westlaw), and other available information.
  • Analyze conflict check results to identify potential conflicts of interest, including actual, potential, and imputed conflicts.
  • Prepare detailed conflict reports summarizing findings and potential risks.
  • Collaborate with attorneys and staff to resolve conflicts, including drafting waiver letters and implementing ethical screens.
  • Maintain accurate and up-to-date records of conflict checks and resolutions.
  • Stay current on relevant conflict of interest rules and regulations.
• Client Intake:
  • Manage the initial client intake process, including answering inquiries, scheduling consultations, and collecting necessary information.
  • Conduct initial client interviews to gather relevant case details and assess potential legal issues.
  • Open new client files and ensure all required documentation is completed and organized.
  • Prepare engagement letters and other client communication documents.
  • Input and maintain client data in the firm's practice management system.
  • Coordinate with attorneys and staff to ensure smooth onboarding of new clients.

Qualifications:

• Bachelor's degree preferred;
• Experience in a law firm environment, serving in a conflicts or intake role.
• Strong understanding of legal ethics and professional responsibility rules, particularly those related to conflicts of interest.
• Proficiency in legal research databases (e.g., LexisNexis, Westlaw).
• Experience with practice management software
• Excellent research, analytical, and problem-solving skills.
• Exceptional attention to detail and organizational skills.
• Strong communication and interpersonal skills.