Lateral Intake Coordinator (Hybrid)

Holland & Knight; United States; Remote; USD 10,000 - 60,000; Full time

Job summary

A leading law firm is seeking a Lateral Intake Coordinator to assist lateral partners in efficiently opening client matters. This role involves data management, communication with various teams, and ensuring a smooth onboarding process for new partners. The ideal candidate will have strong interpersonal skills and a background in client intake processes, contributing to the firm's commitment to high standards of performance and success.

Benefits

Comprehensive medical plans

Dental and vision plans

401(k) and profit sharing

Paid holidays and time off

Qualifications

• 3+ years of experience in a similar role, preferably within a law firm or professional services environment.
• Strong understanding of client intake processes.

Responsibilities

• Assist lateral partners with opening their portable work and onboarding process.
• Input key data into Intapp Intake’s request form and prepare engagement letters.
• Track and analyze status updates related to opening new clients/matters.

Skills

Communication

Interpersonal Skills

Data Management

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 any of our U.S. offices, with preference for those located in the Pacific Time zone.

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 Illinois, District of Columbia, Washington, New York, Colorado or California. The base salary ranges 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.

• Illinois – $34.50 - $51.70/hr
• Washington - $34.50 - $51.70/hr
• District of Columbia – $37.60 - $56.40/hr
• New York City – $37.60 - $56.40/hr
• New York State – $37.60 - $56.40/hr
• Colorado – $31.40 - $47.00/hr
• California – $37.60 - $56.40/hr

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 is a list of just some of 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; pre-tax transit and parking program; 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.

Benefits may vary by position and office.

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.

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.