Conflicts Manager, Matter Openings

Role Overview

• Helps oversee the intake/ matter openings workflow ensuring high-quality, accurate and timely processing of opening of new matters
• Assists the firm’s Pro Bono Shareholder with the intake and conflicts processes and procedures regarding the opening of pro bono matters
• Works collaboratively with the team’s Lateral Hiring team to facilitate the opening of new lateral hire client matters
• Audits the opening of lateral hire client matters and liaises with the records team regarding information needed to effectuate transfer of such records
• Reviews Conflicts Database to ensure dormant client and matters are closed in accordance with Office of Firm Counsel guidelines
• Assists GC Systems team with the closing of matters due to transfer or disengagement
• Supervises Matter Openings Coordinators and Specialists to ensure efficiency and accuracy regarding overall intake process concerning opening of matters for laterals and pro bono department
• Assists with training of intake team members regarding KYC (know your client), AML (anti-money laundering), CDD (client due diligence) research as well as trains and assists with questions from staff outside of the United States regarding related software
• Oversees the training and integration of new hire Matter Openings team members to learn applicable intake firm software, e.g., Intapp, Aderant, related KYC/ AML/ CDD software, related accounting software and applications, etc.
• Assists in training newly onboarded New Business team members to ensure proper understanding of intake workflow
• Supports internal clients (i.e., LSSs and Attorneys) with questions related to the department and its process and procedures
• Audits various department intake processes to ensure accuracy
• Consults with Senior Intake Manager and Chief Client Intake Officer, as necessary, to receive guidance on issues encountered to include, but not limited to, KYC/ AML / CDD searching, potential errors related to opening matters, and other tasks associated with the Matter Openings process
• Reviews and approves timecards and time off requests for Coordinators and Specialists
• Maintains expertise in intake-related systems and recommend and assist in implementation of process enhancements to improve efficiency and accuracy
• Prepares and disseminates daily department memorandums
• Assists with other projects and tasks as assigned

Requirements

• Bachelor’s degree required
• Previous intake and / or conflicts experience or comparable experience as a paralegal, legal assistant or other comparable position consisting of analytical reasoning or researching skills, preferred
• Previous experience supervising others
• Technology: Prior conflicts and / or accounting database software experience (i.e. Intapp, Elite, Aderant, etc.)
• Computer proficiency in Windows-based software and Microsoft Office Suite applications including Word, PowerPoint, Excel and Outlook
• Exceptional computer skills with the ability to learn new software applications quickly

Benefits

• competitive compensation
• excellent benefits package