Conflicts and Intake Coordinator

Liberty Personnel Services, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Liberty Personnel Services, Inc. is seeking a Conflicts and Intake Coordinator in Philadelphia. This hybrid role requires law firm experience and involves managing conflicts checks and client intake processes. Ideal candidates will have a Bachelor's degree, strong understanding of legal ethics, proficiency in legal research databases like LexisNexis and Westlaw, and excellent analytical and communication skills. Responsibilities include conducting thorough conflicts checks, preparing conflict reports, and managing new client files.

Qualifications

• Bachelor's degree preferred.
• Experience in a law firm environment is required.
• Strong understanding of legal ethics and rules related to conflicts of interest.
• Proficiency in legal research databases like LexisNexis and 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.

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.
• Conduct initial client interviews to assess legal issues.
• Open new client files and prepare engagement letters.
• Input and maintain client data in the practice management system.

Skills

Legal research skills

Attention to detail

Communication skills

Organizational skills

Analytical 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.