Lateral Intake Coordinator

Holland & Knight LLP; Portland (ME); On-site; USD 105,447,000 - 158,171,000; Full time

Benefits offered by this job

Bonus opportunities

401(k)

Profit sharing

Health, dental, and vision insurance

Paid holidays

Job summary

Holland & Knight LLP seeks a Lateral Intake Coordinator to support lateral partners with opening portable work and onboarding. You will work with the Lateral Partner and Practice Assistant to ensure clients are opened, data organized, and letters drafted efficiently.

Responsibilities include data entry in Intapp, drafting engagement letters from conflicts charts, and coordinating with Governance and other teams to move data to appropriate workspaces. 3+ years in a similar role preferred.

Qualifications

• Bachelor’s degree required.
• 3+ years of experience in a similar role, preferably within a law firm or professional services environment.
• Strong understanding of client intake processes and data management.

Responsibilities

• Inputs key data into Intapp Intake’s request form to open clients and matters for Lateral Attorneys.
• Prepares draft engagement letters for incoming lateral partners by taking the portable matters chart from the Lateral Conflicts team.
• Reviews drafts with the lateral partner and follows up on missing data to ensure timely client openings.
• Assists with data intake and ensures matter-opening steps progress, interfacing with Information Governance for data movement to workspaces.
• Updates client statuses in Integration Plans while opening clients and sending engagement letters.
• Ensures smooth hand-off to the assigned Practice Assistant for ongoing support after opening.
• Maintains regular communication with the lateral partner and internal teams (Conflicts, Business Intake, Client Contracts, Lateral Conflicts, Information Governance, Lateral Integration).
• Tracks, analyzes and provides status updates related to opening new clients/matters and data setup.
• Performs special projects and other duties as assigned.

Skills

Multitasking

Communication skills

Education

Bachelor’s degree

Job description

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position may be filled in our Seattle or Portland office.

General Description:

We are seeking a Lateral Intake Coordinator to join our team. The Lateral Intake Coordinator will be responsible for assisting lateral partners with efficiently opening their portable work. This role collaborates with the Lateral Partner and across the firm to ensure that an incoming lateral partner’s clients are cleared, opened, and data is organized correctly. The Lateral Intake Coordinator supports lateral partners during their onboarding process and subsequently works with the partner’s assigned Practice Assistant to provide ongoing support once the partner’s clients are set up.

Key Responsibilities and Essential Job Functions:

• Inputs key data into Intapp Intake’s request form to open clients and matters for Lateral Attorneys. Understands key areas where data may get stuck and helps problem solve. Continues to push forward the process.
• Prepares draft engagement letters for incoming lateral partners by taking the portable matters chart provided by the Lateral Conflicts team. Reviews the drafts with the lateral partner once they have started. Follows-up with lateral partner on missing data to ensure that clients get opened expeditiously.
• Assists with data intake, helping to ensure various workflow steps are advancing, including, ensuring matter-opening process is followed and interfacing with Information Governance team for data movement to appropriate workspaces/access. Follows-up with various groups, as necessary.
• Updates client statuses in Integration Plans while opening clients, sending out engagement letters, etc.
• Ensures a smooth hand-off to assigned Practice Assistant for ongoing support after portable clients have been successfully opened at HK.
• Interfaces and communicates regularly with lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team and the Lateral Integration team.
• Tracks, analyzes and provides status updates related to opening new clients/matters and getting data set up.
• Special project and duties as assigned.

Required Skills:

• Ability to work well under pressure and manage multiple tasks simultaneously.
• Excellent communication and interpersonal skills.

Required Qualifications & Education:

• Bachelor’s degree.
• 3+ years of experience in a similar role, preferably within a law firm or professional services environment.
• Strong understanding of client intake processes and data management.

Physical Requirements:

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage.

This position may be filled in Washington. The base salary range for this position is $36.80 - $55.20/hr. An individual’s actual compensation will depend on the individual’s qualifications and experience. In addition to the base compensation, Holland & Knight provides bonus opportunities and an exceptional benefits package.

This position may be filled in multiple locations. In accordance with applicable Pay Transparency Laws, the pay range(s) for this position are listed below. These ranges may not be applicable to other locations. An individual’s actual compensation will depend on the individual’s qualifications and experience. In addition to the base compensation, Holland & Knight provides bonus opportunities and an exceptional benefits package.Washington: $36.80 - $55.20 per hour

Benefits:

Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below are the benefits we offer:

• comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
• life and AD&D insurance
• short and long term disability insurance
• tax-advantaged accounts for health care expenses, including FSAs and HSAs
• FSAs for dependent care
• health advocacy services
• behavioral health and counseling resources for all family members
• 401(k)
• profit sharing
• backup dependent care
• senior care planning support
• resources for individuals with development disabilities and their caregivers
• and paid holidays and other paid time off, including paid leave for new parents.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact [e-mail].

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.