About the Role
The Conflicts and New Business Intake Coordinator supports the Office of the General Counsel by coordinating the Firm's new business intake and conflicts processes. This role ensures accurate and timely processing of client and matter intake, supports compliance with ethical and regulatory requirements, manages ethical walls and related documentation, and collaborates with attorneys and Firm leadership to mitigate risk.
Responsibilities
- Communicate with attorneys, Legal Administrative Assistants (LAAs) and staff to obtain missing information, resolve discrepancies and ensure complete and accurate intake submissions.
- Generate conflicts of interest reports for clients, matters and incoming lawyers, and assist team members with procedural, policy and training-related questions.
- Respond to urgent and high priority conflicts inquiries and after-hours requests.
- Establish and maintain ethical walls for new matters and personnel.
- Support the client and matter opening process by ensuring all information is accurate, complete and entered correctly into Firm systems.
- Review new matters against established intake requirements and provide guidance to resolve deficiencies.
- Process requests to reopen or update matters, ensuring new parties and matter scope are accurately reflected and coordinate with other Firm stakeholders.
- Monitor requests throughout the new business intake and conflicts clearance process, following up as needed to ensure timely completion.
- Prepare and distribute daily and weekly New Business reports to management and the partnership.
- Review and respond to trading pre-clearance requests, escalating matters to the General Counsel or Deputy General Counsel, as appropriate.
- Partner with the General Counsel and Director of Conflicts to coordinate the annual HRTL cleanup process and other data quality and maintenance initiatives.
- Train, mentor and provide guidance to Conflicts Analysts on research methodologies, Firm policies and systems.
- Develop and maintain training materials, best-practice documentation and reference resources.
- Identify, test and implement process improvements to enhance the efficiency, accuracy and consistency of conflicts clearance procedures.
- Assist with the onboarding, training and professional development of new Conflicts Analysts.
- Collaborate with Information Technology on system enhancements, database integrations and technology initiatives.
- Provide ongoing data and reporting support to the Business Development and Knowledge Services departments.
- Assist in cross-training Conflicts Analysts to fulfill data and reporting requests.
- Assist with the maintenance of new business intake documentation, including engagement letters, waiver letters, ethical wall notices and outside counsel guidelines.
- Perform other duties and special projects, as assigned.
Requirements
- Bachelor’s degree required.
- Minimum of four years of legal conflicts experience in a large law firm or similarly complex legal environment strongly preferred.
- Prior experience serving in a Conflicts Analyst, Senior Analyst or lead capacity strongly preferred.
- Experience with automated new business intake and conflicts management systems highly preferred.
- Knowledge of external corporate affiliation and business entity research databases.
- Experience with Intapp Conflicts, Intapp Open or comparable conflicts and new business intake systems.
- Proficiency with legal technology platforms, including Intapp, Elite, Aderant or similar practice management systems.
- Advanced proficiency in Microsoft Office Suite, particularly Excel, Word and Outlook.
- Strong research and analytical skills, including the ability to interpret complex corporate structures, mergers and acquisitions, legal entity relationships and conflicts data.
- Excellent critical thinking and problem-solving skills.
- Strong organizational skills with exceptional attention to detail and accuracy.
- Excellent written, verbal and interpersonal communication skills, with the ability to clearly explain complex research findings and conflicts-related issues.
- Ability to exercise sound judgment, maintain confidentiality and handle sensitive information with discretion.
- Self-motivated with the ability to work independently, manage competing priorities and meet deadlines in a fast-paced environment.
- Demonstrated leadership, mentoring and collaborative skills, with the ability to guide and support junior team members.
- Ability to adapt to changing priorities, identify process improvements and contribute to continuous operational enhancements.
- Availability to work additional hours, as needed.
Skills
- Legal conflicts experience
- Automated new business intake and conflicts management systems
- External corporate affiliation and business entity research
- Intapp Conflicts
- Intapp Open
- Intapp
- Elite
- Aderant
- Practice management systems
- Microsoft Office Suite
- Excel
- Word
- Outlook
- Research
- Analytical skills
- Critical thinking
- Problem-solving
- Organizational skills
- Attention to detail
- Accuracy
- Written communication
- Verbal communication
- Interpersonal communication
- Judgment
- Confidentiality
- Discretion
- Independent work
- Priority management
- Deadline management
- Leadership
- Mentoring
- Collaboration
- Adaptability
- Process improvement
Location
- New York
Work Type
- Hybrid
Experience Level
- Minimum of four years of legal conflicts experience
- Prior experience serving in a Conflicts Analyst, Senior Analyst or lead capacity
Education Level
- Bachelor’s degree
Salary/Compensations
- $100,000 to $125,000
Benefits
- Paid time off
- Medical
- Dental
- Vision care
- 401(k)
- Substantial health club discounts
About the Company
- The Firm
