Intake and Conflicts Specialist

Friedman Williams; Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Friedman Williams, a leading Dallas law firm, is seeking a Client Intake Specialist to join its Conflicts & New Business Intake team. This is an excellent opportunity for a detail-oriented legal professional with 3–5+ years of law firm conflicts and/or new business intake experience.

The role requires conducting conflict of interest searches, analyzing results, processing new business intake requests, and maintaining accurate client and matter information while working closely with attorneys and

Qualifications

• 3–5+ years of law firm conflicts and/or new business intake experience.
• Strong experience conducting and analyzing conflict searches.
• Excellent written and verbal communication skills.
• Bachelor’s degree preferred, or equivalent combination of education and experience.

Responsibilities

• Conduct conflict of interest searches for new business and potential lateral hires.
• Analyze conflict results and communicate findings and recommendations to attorneys.
• Process new business intake requests and assist with opening new clients and matters.
• Maintain accurate client, matter, billing, and contact information.
• Create and maintain matter numbers and administrative workspaces.
• Respond to questions from attorneys, legal assistants, and firm personnel regarding conflicts and intake.
• Work with Records on matter closures, transfers, and file destruction.
• Monitor and close matters in accordance with firm procedures.
• Maintain the accuracy and integrity of the firm’s conflicts database.
• Handle sensitive and confidential information with the highest level of discretion.
• Assist with department projects and initiatives as needed.

Skills

Conflict searches

Analytical skills

Attention to detail

Communication skills

Multitasking

Collaboration

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Intapp Open

Elite 3E

Job description

Client Intake Specialist – Conflicts & New Business Intake

A leading Dallas law firm is seeking a Client Intake Specialist to join its Conflicts & New Business Intake team.

This is a great opportunity for a detail-oriented legal professional with 3–5+ years of law firm conflicts and/or new business intake experience. The ideal candidate will have strong analytical skills, excellent attention to detail, and the ability to work closely with attorneys and staff to identify and resolve potential conflicts while maintaining accurate client and matter information.

What You’ll Do:

• Conduct conflict of interest searches for new business and potential lateral hires
• Analyze conflict results and communicate findings and recommendations to attorneys
• Process new business intake requests and assist with opening new clients and matters
• Maintain accurate client, matter, billing, and contact information
• Create and maintain matter numbers and administrative workspaces
• Respond to questions from attorneys, legal assistants, and firm personnel regarding conflicts and intake
• Work with Records on matter closures, transfers, and file destruction
• Monitor and close matters in accordance with firm procedures
• Maintain the accuracy and integrity of the firm’s conflicts database
• Handle sensitive and confidential information with the highest level of discretion
• Assist with department projects and initiatives as needed

What We’re Looking For:

• 3–5+ years of hands-on law firm conflicts and/or new business intake experience
• Strong experience conducting and analyzing conflict searches
• Law firm experience strongly preferred
• Experience with Intapp Open, Elite 3E, or a comparable conflicts/matter management system
• Strong Microsoft Office skills, particularly Outlook, Word, and Excel
• Excellent written and verbal communication skills
• Strong analytical, organizational, and problem-solving abilities
• Ability to manage multiple priorities in a fast-paced environment
• Exceptional attention to detail, follow-through, and sound judgment
• Ability to collaborate effectively with attorneys, legal assistants, and other departments
• Demonstrated ability to handle confidential information with discretion
• Bachelor’s degree preferred, or equivalent combination of education and experience