Legal Client Intake
Legal Client Intake
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Job Description
For Applicants Residing in California:
Snell & Wilmer takes the privacy of the personal information that we collect from you during the employment application process seriously. In compliance with Californias Consumer
Protection Act (CCPA) we are providing you with our Privacy Notice for California Residents and our general Privacy Policy. As required by the CCPA our notice describes the
categories of personal information we collect (or may collect) from you as well as our use and disclosure of that personal information. Please review this Notice and our Privacy Policy.
By providing your personal information to as part of the recruitment or application process you consent to the collection use and disclosure of your personal information by
Snell & Wilmer consistent with this Notice.
By clicking consent or I accept you acknowledge that you read and agree to Snell and Wilmer L.L.P.:
Privacy Policy and Privacy Notice for California Residents located at Intake Specialist Job Details:Snell & Wilmer one of the largest and most prestigious law firms in the Western United States is seeking a detail-oriented and service-focused Client Intake Specialist to join our Finance Department in the Phoenix office. This role is ideal for individuals with strong administrative experience who are looking to build or further their career in the legal industry.
The Client Intake Specialist plays a critical role in the new business intake process by ensuring accurate and timely setup of new clients and matters in the firms systems. This role works closely with attorneys legal assistants and administrative staff to ensure compliance with firm policies and procedures and supports the firms risk management and billing operations.
The hours for this position are Monday through Friday 9:30 a.m. to 6:00 p.m.
Position responsibilities include but are not limited to the following:
- Open new client and matter records in the firms intake and accounting systems (Intapp and Aderant)
- Perform due diligence in accordance with firm policies before opening new matters
- Review new client and matter intake requests for completeness accuracy and policy compliance
- Collaborate with attorneys and legal staff to obtain missing or incomplete information
- Communicate professionally with legal personnel to guide them through the intake process and ensure timely matter setup
- Train and support new legal administrative assistance and other staff on the client/matter intake process and best practices
- Maintain accurate and confidential records of client/matter intake and related approvals
- Escalate potential conflicts or compliance issues to the appropriate leaders or departments
- Participate in the implementation and enhancement of intake procedures and systems to improve efficiency
- Assist with firm-wide projects and administrative tasks as assigned by the Finance Department
Experience and Qualifications:
- Strong critical thinking and problem-solving skills with a proactive approach
- High attention to detail and organizational skills
- Ability to handle multiple tasks and prioritize in a deadline-driven high-volume environment
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite (Word Excel Outlook)
- Experience with law firm software such as Intapp Aderant Elite or similar legal/accounting systems is preferred
- Prior law firm or professional services experience is highly desirable but not required
- Commitment to providing excellent internal client service
Snell & Wilmer offers a competitive performance-based compensation and a generous benefits package starting on your first day. The benefits package includes medical dental vision disability life insurance 401K/profit sharing paid holidays tuition reimbursement paid time off including vacation time personal time and sick time where appropriate. Snell & Wilmer values the principles of Diversity Equity and Inclusion.Be Seen Be Heard Be Valued Belong.
Snell & Wilmer is an Equal Employment Opportunity employer.
Employment Type
Full-Time
