Intake Analyst

Lathrop GPM; San Jose, Northern (CA, KY); On-site; USD 78,000 - 98,000; Full time

Benefits offered by this job

Hybrid working environment

Benefits package

Job summary

Lathrop GPM, a leading Am Law 200 firm, seeks an Intake Analyst to support client and matter intake, conflicts checks, and due diligence across multiple U.S. offices, including San Jose. The role emphasizes risk management, attention to detail, and client service in a hybrid environment.

Under supervision of the Intake Manager, you'll process intake forms, coordinate with attorneys and staff, and help ensure compliant, efficient onboarding of matters and representations.

Qualifications

• Bachelor’s degree or equivalent years’ related experience.
• Minimum of two years’ experience in conflicts or new business intake in a law firm.
• Strong research and analytical skills; ability to identify risk and synthesize data.
• Excellent interpersonal, verbal and written communication; virtual environment adeptness.

Responsibilities

• Perform conflicts checks for new client, matter, and parties intake forms; assist PRC in clearing conflicts.
• Review and analyze new representations regarding risk and procedures; summarize results for requester.
• Research prospective clients; conduct sanctions list screenings and due diligence.
• Process intake forms, retrieve approvals, and manage client matter information updates.
• Track outstanding requests and respond to calls, emails, and workflow requests.

Skills

Conflicts checks

Risk assessment

Research skills

Communication

Team collaboration

Education

Bachelor's degree

Equivalent experience

Job description

Lathrop GPM, one of the nation's leading law firms, has an immediate opening for an Intake Analyst in our Minneapolis, MN, Kansas City, MO or San Jose, CA locations. Under the supervision of the Intake Manager, the Intake Analyst is responsible for supporting the firm’s client and matter intake process through the review, processing, and analysis of new business forms and conflicts checks. The Intake Analyst will handle requests and correspondence related to the firm’s client matter information. All responsibilities are expected to be performed with a commitment to providing excellent customer and risk management service to the partnership in a matter consistent with firm values.

Lathrop GPM is a full-service, Am Law 200 law firm with offices in Boston, Chicago, Dallas, Denver, Kansas City, Los Angeles, Minneapolis, Overland Park, St. Cloud, St. Louis, San Jose, Redwood Shores and Washington, D.C. Our clients are at the heart of everything we do. We offer a competitive compensation and benefits package, and a professional, challenging, yet comfortable hybridworking environment.

Conflicts & Analysis

• Perform conflicts checks for new client, matter, and additional parties intake forms, including the identification of potential conflicts of interest and providing relevant information to assist the Professional Responsibility Committee (PRC) in clearing potential conflicts of interest
• Perform review and analysis of new representations as it relates to risk considerations and firm specific special processing procedures
• Perform quick searches and preliminary conflicts checks and summarize results for requestor
• Research prospective clients and related parties using firm databases and web-based applications
• Perform due diligence and credit checks on prospective clients
• Conduct sanctions list screenings for prospective clients and parties involved in proposed representations
• Process conflicts checks for lateral hire candidates
• Process and manage correspondence related to intake forms including retrieving appropriate approvals for non-standard language

Client Matter Management

• Process and manage requests to change or update client matter information
• Liaise with firm attorneys and legal administrative assistance to ensure client correspondence such as engagement letters, client Outside Counsel Guidelines, and conflicts waivers are obtained when necessary, up to date, and saved in the appropriate repositories

Service

• Track and follow up on all outstanding requests and new business intake form approvals
• Respond to calls, emails and workflow requests from firm attorneys, legal administrative assistants, and other personnel regarding the new business intake process and requests

Requirements

• Bachelor’s degree or equivalent years’ related experience
• Minimum of two years’ experience in conflicts or new business intake in a law firm
• Ability to problem-solve.
• Strong research and analytical skills, including the ability to identify risk considerations and synthesize large amounts of client due diligence data and conflicts of interest information.
• Excellent interpersonal, verbal and written communication skills, including the ability to communicate effectively in a virtual environment (e.g., via phone, web/videoconference).
• Ability to concentrate on tasks, make decisions and work calmly and effectively in a high-pressure, deadline-orientated environment.
• Demonstrated ability to use good judgment in taking initiative while asking for direction or clarification and consulting others, as appropriate.
• Willingness to be flexible with time and adjust to a changing work environment.
• Ability to build and maintain positive relationships, both internally and externally, while maintaining a client service orientation.
• Ability to use sound judgment and discretion in dealing with highly confidential information.
• Ability to maintain stamina throughout a standard workday, on- and off-site.
• Ability to maintain regular attendance and work regularly scheduled hours.
• Ability to take direction and accept supervision.
• Demonstrate ability to work independently, organize and accurately prioritize work, be detail-oriented, understand when urgency is required and use good judgment in varied situations.
• Ability to work effectively with co-workers in a team-oriented, collaborative environment and actively participate in team meetings, trainings, and other required firm events.
• Willingness to provide feedback and suggestions to management and ability to do so in a professional and constructive manner.

Current anticipated salary range for applicants as required by applicable state law in MN is $65,000 - $82,000 depending on experience, actual salary will vary and may be above or below the range. Current anticipated salary range for applicants as required by applicable state laws is in CA is $78,000 - $98,000, actual salary will vary and may be above or below the range. Full comprehensive benefit plan including health care, retirement plan and paid days off, including PTO, parental leave, and short/long term disability.

The application window is anticipated to close on or after September 15, 2026.

We celebrate and support diversity and the benefits it brings to our workplaces, clients and communities. We are proud to be an equal opportunity workplace employer. It is the employment policy and practice of Lathrop GPM to recruit and hire employees without discrimination because of race, color, sex, gender, religion, age, national origin, military status, genetic information, disability, sexual orientation, gender identity or any other status protected by applicable law.

Lathrop GPM LLP offers a competitive compensation and benefits package, and a professional, challenging, yet comfortable working environment. Lathrop GPM does not accept unsolicited resumes from recruiting agencies. Any resume submitted to any employee of Lathrop GPM without prior approval from an HR Manager will be considered unsolicited and the property of Lathrop GPM.