Intake & Conflicts Specialist (New Business)

Cooley LLP; New York (NY); On-site; USD 100,289,280 - 137,539,584; Full time

Benefits offered by this job

Medical, dental, vision benefits

Life insurance

Paid time off (PTO) and holidays

Parental leave / fertility benefits

Job summary

Cooley LLP in New York seeks a BIC Intake Specialist to join the Business Intake and Conflicts team. Under supervision, the specialist focuses on New Business Intake and collaborates with multiple BIC divisions to support conflicts analysis and risk management.

Responsibilities include processing new intake requests, reviewing data quality, communicating with attorneys and staff, preparing engagement reviews and reports, and maintaining client/matter master data.

Qualifications

• 3+ years applicable experience in conflicts/intake/document review or corporate law practice
• Knowledge of ABA Model Rules of Professional Conduct and California State Bar Rules of Professional Conduct
• Bachelor's degree preferred or equivalent experience

Responsibilities

• Process and analyze all new intake requests for matters for potential, existing, and former clients
• Review data quality issues and changes between conflicts clearance and intake review
• Communicate with attorneys, assistants, submitters regarding intake issues and risk management
• Prepare and present information (engagement letters, reports, guidelines) to approval partners
• Resolve follow-up queries from approval partners
• Identify and facilitate additional approvals (e.g., law firm engagements, cannabis)
• Document accurately and effectively provide documentation from end users and approvals
• Update client and matter master data in applicable systems
• Monitor the BIC support mailbox and delegate queries appropriately
• Escalate operational or customer service issues to Team Lead/Supervisor
• Facilitate upload of large numbers of matters
• Perform limited / basic conflicts searches
• Assist with testing of new software and changes
• Create administrative matters and ethical wall setup/maintenance
• Assist with integration errors and training on software updates
• All other duties as assigned

Skills

Microsoft Office

iManage

Overtime availability

Conflicts knowledge

Attention to detail

Verbal and written communication

Organizational skills

Confidentiality

Education

Bachelor's degree

Paralegal Certificate

Tools

iManage

Job description

Cooley LLP in New York seeks a BIC Intake Specialist to join the Business Intake and Conflicts team. Under supervision, the specialist focuses on New Business Intake and collaborates with multiple BIC divisions to support conflicts analysis and risk management.

Responsibilities include processing new intake requests, reviewing data quality, communicating with attorneys and staff, preparing engagement reviews and reports, and maintaining client/matter master data.