Remote Legal Intake & Compliance Specialist

Gordon Rees Scully Mansukhani, LLP; Idaho; Híbrido; USD 60.000 - 75.000; Jornada completa

Descripción de la vacante

Gordon Rees Scully Mansukhani, LLP is seeking an experienced Business Intake Specialist to join our team. Flexible location options include remote and hybrid arrangements, with a salary range of $60,000–$75,000 per year.

The role supports attorneys, risk management, and staff by processing client and matter requests in the intake system. Ideal candidates have at least two years of related experience and proficiency with Upfront or similar platforms.

Formación

• Minimum of two (2) years of experience related to the duties described (e.g., general research, paralegal, or project assistance experience), or one (1) year of direct conflicts or business intake experience in a law firm.
• Proficiency with Upfront (or similar intake environment) and related platforms.
• Experience conducting research and using online databases.
• Strong organizational skills and attention to detail; ability to maintain confidentiality.

Responsabilidades

• Monitor and manage incoming maintenance requests through the Upfront platform and Fresh Service ticketing system.
• Review tickets for completeness, accuracy, and required approvals or supporting documentation.
• Enter and maintain new client and matter information in the Upfront system with a high degree of accuracy.
• Initiate conflicts check in accordance with firm procedures.
• Coordinate with Risk Management by ensuring all necessary information is provided and clearly documented.
• Track status of conflicts requests and follow up to ensure timely resolution and provide responses clearing conflicts to responsible attorney and client.
• Validate required fields, including client details, billing arrangements, responsible attorneys, and matter descriptions.
• Ensure consistency with firm naming conventions and data standards.
• Identify and resolve discrepancies or missing information prior to matter creation.
• Maintain proper documentation and audit trails within the ticketing system.
• Flag potential compliance or risk issues for review.

Conocimientos

Organization

Attention to detail

Discretion/Confidentiality

Project coordination

Communication with attorneys

Research skills

Legal intake platforms

Herramientas

Upfront

Fresh Service

Aderant

Descripción del empleo

Gordon Rees Scully Mansukhani, LLP is seeking an experienced Business Intake Specialist to join our team. Flexible location options include remote and hybrid arrangements, with a salary range of $60,000–$75,000 per year.

The role supports attorneys, risk management, and staff by processing client and matter requests in the intake system. Ideal candidates have at least two years of related experience and proficiency with Upfront or similar platforms.