Client Intake Specialist

Overview

The Madison County office of Lewis Brisbois, a full-service AmLaw 100 firm, is seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process by organizing and tracking new client data and processing new matter memos. This role services the firm on a national scale.

We offer competitive compensation and a range of benefits including medical, dental, vision, life insurance, 401k with employer match, as well as sick and vacation time. There are excellent opportunities for growth and advancement while working with a collaborative team.

• Conduct conflict checks on new clients for attorneys in the local office
• Receive and organize case documents and correspondence required for new matter process
• If a new client is a litigation matter, create litigation hold letters for attorney approval
• Process new matter memos for the local office and enter information into the Aderant software application
• Verify correct rates for clients by review of matter description and practice areas
• Review documentation for new rates to be entered and enter new rates into the system
• Review and confirm client billing addresses, contact information, and adjuster contact information, if applicable
• Assign new client matter number and upload new matter memo and respective documents to iManage

• Experience with Law Time, Aderant, or equivalent accounting software is preferred
• Experience in a legal/law firm environment
• Attention to detail, along with the ability to multi-task
• Proactive work ethic
• Excellent communication and organizational skills
• Strong problem solving skills, takes initiative and uses good judgment
• Ability to adapt based on shifting priorities
• Proficient using Microsoft Office applications
• Ability to be a self-starter and work with minimal supervision

Minimum Salary: USD $40,000.00/Yr.
Maximum Salary: USD $50,000.00/Yr.

Lewis Brisbois is not accepting search firm submissions for this position.