Intake & Conflicts Analyst (Milwaukee)

Godfrey & Kahn; Milwaukee (WI); On-site; USD 52,000 - 76,000; Full time

Job summary

Godfrey & Kahn seeks an Intake & Conflicts Analyst to support the firm’s new business intake, manage client and matter information, and address conflicts with precision and discretion. The role collaborates with attorneys and staff to move processes smoothly and improve workflows.

You will handle data maintenance, engage with ethical walls, and assist with training and departmental projects, balancing competing deadlines while protecting confidentiality.

Qualifications

• Bachelor’s degree or relevant experience in a legal or professional service environment.
• Experience with document management systems and PDF software preferred.
• Strong analytical, legal reasoning, problem-solving, and project management skills with the ability to exercise sound professional judgment.
• Excellent communication, collaboration, and relationship-building skills with the ability to influence attorneys and Firm leadership.
• Self-motivated with unquestioned integrity and the ability to independently manage highly confidential and sensitive matters.
• Proficient with Microsoft programs including Outlook, Word, and Excel, with the ability to learn new software.

Responsibilities

• Reviewing new business intakes for accuracy, completeness, adherence to firm policies and business requirements, and ensuring that intakes accurately reflect written terms of engagement with clients.
• Assigning client/matter numbers and declining or canceling intakes, as necessary.
• Processing audit letter requests and promptly answering questions about the status of such requests.
• Overseeing collection of required engagement and waiver documentation, and monitoring attachments to intakes and client/matters in the firm’s document management system.
• Editing, updating, and maintaining all client/matter records in all Intake and Information Governance department databases. Also, verifying and researching the requested changes to ensure accuracy.
• Monitoring all current and historical client/matter information gathered and reported throughout the firm for accuracy, thoroughness, and completeness.
• Coordinating the firm’s global matter close process.
• Reviewing notes on conflicts reports and workflows to verify that all potential conflicts have been addressed or waived prior to client/matter number assignment.
• Ensuring that any ethical walls needed are established as soon as the client/matter number is assigned. Also, reviewing, verifying, and researching requests for changes to ethical walls. Obtaining approval for these changes, as needed.
• Monitoring and responding to emails sent to the team’s distribution list email address, as well as other department email communications with accurate information in a timely manner.
• Providing back up and overflow coverage for teammates and performing various administrative tasks in support of the Department.
• Training new and existing employees on departmental processes and systems, including technical training.
• Assisting with special projects and handling any other duties, as assigned.

Skills

Analytical thinking

Problem solving

Project management

Communication

Collaboration

Education

Bachelor's degree or relevant experience

Tools

Document management systems

PDF software

Microsoft Office

Job description

The Intake & Conflicts Analyst plays an important role in supporting the firm’s new business intake process, working closely with attorneys and staff to manage client and matter information, address conflicts, and keep processes moving smoothly. It’s a collaborative role with plenty of variety and opportunities to problem-solve, improve processes, and make an impact across the firm.

POSITION SUMMARY:

The Intake & Conflicts Analyst is responsible for all aspects of business intake processing: new clients, new matters for existing clients, revisions to existing clients and matters, review of engagement letters and conflict waivers. They facilitate and monitor the workflow of new clients and matters through the intake system and perform data maintenance in firm systems. They process docketing requests and audit letter requests, establish ethical walls, and assist with special annual and bi-annual department data projects.

The successful candidate is detail-oriented, exercises sound judgment and communicates clearly with attorneys and staff. They work collaboratively, manage competing deadlines, handle confidential information professionally, and look for ways to improve department processes and technology.

KEY RESPONSIBILITIES:

Intake and Matter Management

• Reviewing new business intakes for accuracy, completeness, adherence to firm policies and business requirements, and ensuring that intakes accurately reflect written terms of engagement with clients.
• Assigning client/matter numbers and declining or canceling intakes, as necessary.
• Processing audit letter requests and promptly answering questions about the status of such requests.
• Overseeing collection of required engagement and waiver documentation, and monitoring attachments to intakes and client/matters in the firm’s document management system.
• Editing, updating, and maintaining all client/matter records in all Intake and Information Governance department databases. Also, verifying and researching the requested changes to ensure accuracy.
• Monitoring all current and historical client/matter information gathered and reported throughout the firm for accuracy, thoroughness, and completeness.
• Coordinating the firm’s global matter close process.

Conflicts and Ethical Walls

• Reviewing notes on conflicts reports and workflows to verify that all potential conflicts have been addressed or waived prior to client/matter number assignment.
• Ensuring that any ethical walls needed are established as soon as the client/matter number is assigned. Also, reviewing, verifying, and researching requests for changes to ethical walls. Obtaining approval for these changes, as needed.

Service, Training and Support

• Monitoring and responding to emails sent to the team’s distribution list email address, as well as other department email communications with accurate information in a timely manner.
• Providing back up and overflow coverage for teammates and performing various administrative tasks in support of the Department.
• Training new and existing employees on departmental processes and systems, including technical training.
• Assisting with special projects and handling any other duties, as assigned.

ADDITIONAL REQUIREMENTS:

• Bachelor’s degree or previous relevant experience, including in a legal or professional service environment.
• Experience with document management systems and PDF software preferred.
• Strong analytical, legal reasoning, problem-solving, and project management skills with the ability to exercise sound professional judgment.
• Excellent communication, collaboration, and relationship-building skills with the ability to influence attorneys and Firm leadership.
• Self-motivated with unquestioned integrity and the ability to independently manage highly confidential and sensitive matters.
• Proficient with Microsoft programs including Outlook, Word, and Excel, with the ability to learn new software, as required.