Law Firm Client Intake & Conflicts Supervisor (38144)

General Statement of Duties:

The Client Intake & Conflicts Supervisor oversees departmental operations and manages the Client Intake & Conflicts staff in the Dallas office. This position interacts with the Associate General Counsel and requires outstanding analytical skills, follow-up and judgment.

Duties & Responsibilities:

• Oversees Firmwide new business intake and conflict of interest activities, including processing requests and reporting data in a manner consistent with established Firm policies.


• Assist with the daily processing of preliminary and new matter conflict of interest checks including:
  
  
  
  • Review of data submitted for accuracy; corresponding with the attorney and/or secretary regarding questions or relevancy of data.
  
  
  • Corporate family tree research.
  
  
  • New client due diligence
  
  
  
  


• Analyzes initial conflict of interest results for relevancy prior to distribution.


• Assist attorneys with conflict resolutions; seeking guidance and direction from the Associate General Counsel, when appropriate.


• Assists the Director of Information Governance to refine and manage the client/matter intake processes, including procedures for opening new matters, gathering required documentation and reporting new business to the Firm.


• Oversees and assists with vendor vetting, and audit response procedures


• Assists the Director of Information Governance in managing the business relationship as it relates to conflict due diligence software.


• Reviews and analyzes established processes and recommend improvements as necessary.


• Assists with the ongoing training for New Intake/Conflict staff, including the data entry and conflict check methodology.


• Manages the Client Intake and Conflicts staff time entries and schedules.


• Must maintain excellent communication with all members of the team.


• Other duties and responsibilities as assigned by the Director of Information Governance.

Education & Experience:

• Bachelors Degree required.


• Minimum 5+ years of law firm conflicts experience.


• Knowledge of ethical, legal and risk management rules and requirements.


• Experience with conflicts software, as well as proficiency in using online research tools such as Lexis/Nexis.


• Analytical and creative approach to problem-solving.


• Ability to maintain strict confidentiality.

Additional Information:

Supervisory Responsibility This position will oversee Client Intake and Conflicts Team Members

Work Environment This position operates in a professional office environment.

Position Type/Expected Work Hours This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. Evening and weekend work may be required as job duties demand.

Travel Minimum travel is expected for this position.