Litigation Matter Intake Specialist

Troutman Pepper Locke LLP; San Francisco (CA); On-site; USD 50,000 - 85,000; Full time

Job summary

Troutman Pepper Locke LLP is seeking a Matter Intake Coordinator to join the Litigation Support team in San Francisco. This role handles opening new client matters, runs conflict checks, and communicates status with attorneys from initiation to completion of matter openings and conflicts checks.

The position requires a bachelor’s degree and at least two years in a legal or professional services firm, with strong Excel and MS Office skills and a focus on confidentiality and data accuracy.

Qualifications

• Bachelor’s degree or equivalent required.
• Minimum of two (2) years of experience in a legal or professional services firm.
• Experience working with finance practices preferred.

Responsibilities

• Handle high volumes of matter openings, particularly during lateral partner onboarding and large-scale client engagements.
• Execute and track completion of processes related to matter intake and conflicts checks, including status tracking, attorney communication, and direct partnership with the Intake & Conflicts Services team.
• Submit new matter requests via Intapp and respond to inquiries from the Intake & Conflicts Services teams to ensure matters are opened in a timely manner.
• Ensure compliance with all relevant firm policies and procedures, including entering and validating matter and client permissions and restrictions.
• Recommend enhancements to processes and system configurations to improve data collection and user experience.
• Provide administrative support to Legal Support Administration for various tasks, such as running routine reports, and managing expense reports.

Skills

Confidentiality

Research

Attention to detail

Interpersonal skills

Verbal and written communication

Initiative

Time management

Customer service

Microsoft Excel

Information management

Education

Bachelor’s degree or equivalent

2+ years in legal or professional services

Tools

Intapp

Microsoft Office

Job description

Troutman Pepper Locke LLP is seeking a Matter Intake Coordinator to join the Litigation Support team in San Francisco. This role handles opening new client matters, runs conflict checks, and communicates status with attorneys from initiation to completion of matter openings and conflicts checks.

The position requires a bachelor’s degree and at least two years in a legal or professional services firm, with strong Excel and MS Office skills and a focus on confidentiality and data accuracy.