About the Role
Cooley is seeking a BIC Intake Specialist to join the Business Intake and Conflicts team, focusing on New Business Intake and working with support from other BIC divisions.
Responsibilities
- Process and analyze all new intake requests for matters for potential, existing, and former clients.
- Review data quality issues and changes that may impact original conflicts analysis.
- Communicate with users regarding intake issues and risk management procedures.
- Prepare and present appropriate information to approval partners.
- Resolve follow-up queries from approval partners.
- Identify and facilitate additional “special” approvals.
- Accurately document and provide documentation from end users, business process rationales, and approvals.
- Facilitate and perform changes to client and master data consistent with policies and procedures.
- Monitor the Business Intake support mailbox to assist attorneys and users with intake questions/issues.
- Delegate accurately, timely, and appropriately to other BIC divisions.
- Escalate potential operational or customer service issues to BIC Intake Team Lead Director or Supervisor.
- Facilitate upload process for large numbers of matters.
- Perform limited / basic conflicts searches, as necessary.
- Assist with testing on new software and changes made to existing software.
- Create administrative matters and related ethical wall setup / maintenance.
- Assist with integration errors.
- Assist with training sessions / follow up review of software updates for users.
- Perform all other duties as assigned or required.
Requirements
- After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications.
- Available to work overtime, as required.
- 3+ years applicable experience (e.g., prior knowledge of conflicts of interest, document review, intake, and/or corporate law practice).
- Knowledge of American Bar Association’s Model Rules of Professional Conduct and California State Bar Association’s Rules of Professional Conduct.
- Excellent attention to detail.
- Strong verbal and written communication skills.
- Ability to organize, prioritize and coordinate multiple activities.
- Strong judgment.
- Team-player with collaborative spirit.
- Unwavering ability to handle and maintain confidentiality regarding firm information, projects, client data (if applicable).
- High level of professionalism at all times.
Skills
- Microsoft Office suite
- iManage
- Conflicts of interest
- Document review
- Intake
- Corporate law practice
- American Bar Association’s Model Rules of Professional Conduct
- California State Bar Association’s Rules of Professional Conduct
- Attention to detail
- Verbal communication
- Written communication
- Organization
- Prioritization
- Coordination
- Judgment
- Teamwork
- Confidentiality
- Professionalism
Work Type
- Full-time
Experience Level
- 3+ years applicable experience
Education Level
- Bachelor’s degree
- Paralegal Certificate preferred or completion of an ethics course in paralegal program
Salary/Compensations
- $72,800.00 - $99,840.00 annually
Benefits
- Medical
- Health Savings Account (with applicable medical plan)
- Dental
- Vision
- Health and/or dependent care flexible spending accounts
- Pre-tax commuter benefits
- Life insurance
- AD&D
- Long-term care coverage
- Backup care for children and/or adults
- Other parental support benefits
- Firm-paid life insurance
- Firm-paid AD&D
- Firm-paid LTD
- Firm-paid short term medical benefits
- 20 days of Paid Time Off (“PTO”)
- 10 paid holidays
- Generous parental leave
- Fertility benefits
About the Company
- Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices.
Equal Opportunity
- EOE
