Client Intake Specialist
Listed on 2026-01-02
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Law/Legal
Legal Secretary, Legal Assistant
The Highland, IN 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. Essential functions include conducting conflict checks for attorneys in the local office, receiving and organizing case documents and correspondence required for new matter processes, creating litigation hold letters for attorney approval when applicable, processing new matter memos for the local office and entering into Aderant software application, verifying correct rates for clients by review of matter description and practice areas, reviewing documentation for new rates, entering new rates into the system, reviewing and confirming client billing addresses, contact information and adjuster contact information, assigning new client matter numbers and uploading matter memos and respective documents to iManage.
We offer competitive compensation and a range of benefits including medical, dental, vision, life insurance, 401(k) with employer match, sick and vacation time. We also offer excellent opportunities for growth and advancement while working with a collaborative team.
ResponsibilitiesJob Qualifications/Specifications:
- 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
Lewis Brisbois is not accepting search firm submissions for this position.
Seniority levelNot Applicable
Employment typeFull-time
Job functionOther
IndustriesLaw Practice
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