Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman is seeking a motivated and dynamic individual for the role of New Busine…
Skills: Client Intake, Conflicts Checking, Data Entry, Risk Management, Records Management
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman is seeking a motivated and dynamic individual for the role of New Busine…
Skills: Data Entry, Conflicts Checking, Records Management, Microsoft Word, Microsoft Excel
Charlotte, North Carolina, United States · On-site
Mid level
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman is seeking a motivated and dynamic individual for the role of New Busine…
Skills: Client Intake, Conflicts Review, Data Entry, Risk Management, Microsoft Office
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman is seeking a motivated and dynamic individual for the role of New Busine…
Skills: Client Intake, Conflicts Checking, Data Entry, Risk Management, Records Management
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman is seeking a motivated and dynamic individual for the role of New Busine…
Skills: Client Intake, Conflicts Review, Data Entry, Risk Management, Microsoft Office
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman is seeking a motivated and dynamic individual for the role of New Busine…
Skills: Client Intake, Conflicts Checking, Data Entry, Records Management, Microsoft Word
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman is seeking a motivated and dynamic individual for the role of New Busine…
Skills: Data Entry, Conflicts Management, Records Management, Microsoft Word, Microsoft Excel
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman is seeking a motivated and dynamic individual for the role of New Busine…
Skills: Client Intake, Conflicts Checking, Data Entry, Records Management, Microsoft Office
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States. Akerman is seeking a motivated and dynamic individual for the role of New Busine…
Skills: Client Intake, Conflicts Review, Data Entry, Risk Management, Microsoft Office
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Full-time
high school, associate degree, bachelor degree
Compensation Package, Benefits Package
Posted 61d ago
~40 hrs/week
Responsibilities
The analyst processes client intake requests and matter openings while ensuring all required documentation and approvals are present. They are responsible for entering data into the firm's conflicts and records management databases to maintain accurate client information.
Requirements
A high school diploma is required, with an associate or bachelor's degree and 2-3 years of related experience preferred. Candidates must be proficient in Microsoft Office and possess strong communication skills and the ability to work under tight deadlines.
Full job description
Founded in 1920, Akerman is recognized as one of the nation’s premier law firms, with more than 700 lawyers across the United States.
Akerman is seeking a motivated and dynamic individual for the role of New Business Intake Analyst in the New Business Intake Department of our Conflicts Department. This is an exciting opportunity to work in a fast-paced environment which offers an exciting introduction into risk management. You will be part of a large team reviewing intake forms to ensure they meet the requirements set forth by the General Counsel's Office. The role will require your ability to work independently and under tight deadlines. This position will complete the day-to-day tasks of completing client intake requests for opening matters. The New Business Intake Analyst will process the daily workflow for new or existing firm clients and their matters into the firm systems (conflicts, records management, accounting, and other databases). This position must process requests in a time sensitive manner.
Job Duties and Responsibilities:
Processes client requests for matter opening, add party requests, and client name change reviews
Ensures accurate review of intake form to verify all required documents are attached (ex: draft engagement letter, waiver letters, a litigation budget.
Cross-checks the engagement letter with the intake form to be sure all parties have been run through the conflicts system
Verifies all fields of the intake form are complete and filled out properly with no misspellings or errors
Enters information into firm Conflicts Database that then filters into other department systems
Obtains thorough understanding of each process related to all steps in the intake process
Conducts data entry review as part of the matter opening process
Creates intake forms as part of the name change process for existing clients and the conflict related searches
Reviews and follows up when necessary on all outstanding requests in the intake queue
Verifies all required approvals have been received on the new business intake form before opening the matter
Ensures all new business intake forms are processed accurately and efficiently
Oversees the onboarding process, client transfers, and matter openings for lateral attorneys
Responds to calls and emails from attorneys and legal administrative assistants regarding the status of the new business intake forms
Performs other duties as assigned
Qualifications (Education, Experience, and Certifications):
High School diploma or GED required with 2 to 3 years of related work experience preferred
Associate or bachelor degree preferred
Law firm experience a plus (Conflicts and/or Records Management. Experience interacting with law firm employees)
Ability to work well under pressure
Ability to type 45 WPM
Proficient computer skills including Microsoft Office (Word, Excel, Outlook and PowerPoint)
Experience using office equipment (fax machine, phone, copier)
Ability to work outside of regular business hours
Excellent oral and written communication skills
Ability to work independently or with a team
Willing to take on new tasks and responsibilities in the department
We offer an excellent compensation and benefits package. Please submit your resume, cover letter, and salary requirements. EOE
Akerman is recognized as one of the country’s premier law firms, with more than 700 lawyers throughout the U.S.
Industry
Law Practice
Company size
1,001-5,000 employees
Founded
1920
Headquarters
United States
LinkedIn followers
35,673
Founded in 1920, Akerman is recognized as one of the country’s premier law firms, with more than 700 lawyers throughout the United States.
Offices: United States, US · 170 South Main Street, Suite 725, Salt Lake City, UT 84101, US · 750 9th Street, N.W., Suite 750, Washington, DC 20001, US · 520 Madison Ave, 20th Floor, New York, NY 10022, US · 420 South Orange Avenue, Suite 1200, Orlando, FL 32801, US
Akerman is recognized as one of the country’s premier law firms, with more than 700 lawyers throughout the U.S.
Industry
Law Practice
Company size
1,001-5,000 employees
Founded
1920
Headquarters
United States
LinkedIn followers
35,673
Founded in 1920, Akerman is recognized as one of the country’s premier law firms, with more than 700 lawyers throughout the United States.
Offices: United States, US · 170 South Main Street, Suite 725, Salt Lake City, UT 84101, US · 750 9th Street, N.W., Suite 750, Washington, DC 20001, US · 520 Madison Ave, 20th Floor, New York, NY 10022, US · 420 South Orange Avenue, Suite 1200, Orlando, FL 32801, US