Remote New Business Intake Specialist

Blank Rome LLP; United States; À distance; USD 55 000 - 70 000; Plein temps

Résumé du poste

Blank Rome LLP is seeking a New Business Intake Specialist to manage the intake workflow, assess submissions, and perform corporate research to ensure complete intake packages. The role reports to the New Business Intake Manager and may be performed remotely from eligible states in the U.S.

Ideal candidates have 3+ years in intake or conflicts, hands-on with Intapp and 3E, and strong communication skills. Paralegal JD or Bachelor’s degree is preferred.

Qualifications

• 3+ years in New Business Intake or conflicts area.
• Practical experience with Intapp or similar workflow platforms.
• Experience with 3E or similar practice management systems.
• Experience in a legal environment or professional services preferred.
• Bachelor's degree; paralegal JD is a plus.
• Knowledge of Dun & Bradstreet, Hoovers, Lexis/Westlaw, Pacer data.
• Understanding conflict of interest principles and relationships.
• Experience reviewing engagement terms, billing and retainers.
• Strong verbal and written communication with colleagues.
• Attention to detail and ability to manage multiple tasks.

Responsabilités

• Maintain efficient workflow of the new business intake process.
• Monitor inbox and queues; provide timely status updates and follow-ups.
• Enter and validate client/matter data in Intapp and 3E with approvals.
• Track intake activity and improve data quality and reporting.
• Review new business intake forms for completeness.
• Research corporate histories using Dun & Bradstreet and Hoovers.
• Review engagement letters for accuracy with policy; escalate issues.
• Collaborate with Conflicts team to identify risk issues.
• Provide excellent customer service to attorneys and staff.
• Perform other assigned responsibilities; overtime as needed.

Connaissances

Communication

Attention to detail

Problem solving

Integrity

Confidentiality

Multitasking

Flexibility

Availability

Conflict of interest

Legal environment experience

Formation

Bachelor's degree

Paralegal Certificate or JD (plus)

Outils

Intapp

3E

Microsoft Office

iManage

Web conferencing tools

Description du poste

Blank Rome LLP is seeking a New Business Intake Specialist to manage the intake workflow, assess submissions, and perform corporate research to ensure complete intake packages. The role reports to the New Business Intake Manager and may be performed remotely from eligible states in the U.S.

Ideal candidates have 3+ years in intake or conflicts, hands-on with Intapp and 3E, and strong communication skills. Paralegal JD or Bachelor’s degree is preferred.