Intake Analyst jobs in United States
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Lathrop GPM LLP · 11 hours ago

Intake Analyst

Lathrop GPM, one of the nation's leading law firms, has an immediate opening for an Intake Analyst. The Intake Analyst is responsible for supporting the firm’s client and matter intake process through the review, processing, and analysis of new business forms and conflicts checks, while ensuring excellent customer and risk management service to the partnership.

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Responsibilities

Perform conflicts checks for new client, matter, and additional parties intake forms, including the identification of potential conflicts of interest and providing relevant information to assist the Professional Responsibility Committee (PRC) in clearing potential conflicts of interest
Perform review and analysis of new representations as it relates to risk considerations and firm specific special processing procedures
Perform quick searches and preliminary conflicts checks and summarize results for requestor
Research prospective clients and related parties using firm databases and web-based applications
Perform due diligence and credit checks on prospective clients
Conduct sanctions list screenings for prospective clients and parties involved in proposed representations
Process conflicts checks for lateral hire candidates
Process and manage correspondence related to intake forms including retrieving appropriate approvals for non-standard language
Process and manage requests to change or update client matter information
Liaise with firm attorneys and legal administrative assistance to ensure client correspondence such as engagement letters, client Outside Counsel Guidelines, and conflicts waivers are obtained when necessary, up to date, and saved in the appropriate repositories
Track and follow up on all outstanding requests and new business intake form approvals
Respond to calls, emails and workflow requests from firm attorneys, legal administrative assistants, and other personnel regarding the new business intake process and requests

Qualification

Conflicts analysisResearch skillsClient due diligenceBachelor's degreeJudgmentDiscretionProblem-solvingInterpersonal skillsCommunication skillsTeam collaboration

Required

Bachelor's degree or equivalent years' related experience
Minimum of two years' experience in conflicts or new business intake in a law firm
Ability to problem-solve
Strong research and analytical skills, including the ability to identify risk considerations and synthesize large amounts of client due diligence data and conflicts of interest information
Excellent interpersonal, verbal and written communication skills, including the ability to communicate effectively in a virtual environment (e.g., via phone, web/videoconference)
Ability to concentrate on tasks, make decisions and work calmly and effectively in a high-pressure, deadline-orientated environment
Demonstrated ability to use good judgment in taking initiative while asking for direction or clarification and consulting others, as appropriate
Willingness to be flexible with time and adjust to a changing work environment
Ability to build and maintain positive relationships, both internally and externally, while maintaining a client service orientation
Ability to use sound judgment and discretion in dealing with highly confidential information
Ability to maintain stamina throughout a standard workday, on- and off-site
Ability to maintain regular attendance and work regularly scheduled hours
Ability to take direction and accept supervision
Demonstrate ability to work independently, organize and accurately prioritize work, be detail-oriented, understand when urgency is required and use good judgment in varied situations
Ability to work effectively with co-workers in a team-oriented, collaborative environment and actively participate in team meetings, trainings, and other required firm events
Willingness to provide feedback and suggestions to management and ability to do so in a professional and constructive manner

Benefits

Full comprehensive benefit plan including health care
Retirement plan
Paid days off, including PTO
Parental leave
Short/long term disability

Company

Lathrop GPM LLP

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Lathrop GPM is a full-service, Am Law 200 law firm with offices in Boston, Chicago, Dallas, Denver, Kansas City, Los Angeles, Minneapolis, Overland Park, St.

Funding

Current Stage
Late Stage

Leadership Team

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Courtney M. Landon
Chief Operating Officer
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Vanessa Vaughn West
Director of Diversity & Inclusion
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