What are the responsibilities and job description for the New Business Intake Coordinator position at Opportunities?
Burr & Forman LLP has an immediate opening in our Columbia, SC or Birmingham, AL office for a full-time New Business Intake Coordinator. This position will support the firm’s New Business Intake Department through the screening of new and existing clients for potential conflicts, performing due diligence on new business opportunities, and ensuring compliance with the Rules of Professional Conduct and client outside counsel guidelines. When you join our team, you will benefit from the experience of interesting, pivotal work in a friendly and professional environment. We invest in our people to be sure we have the talent necessary to meet our clients’ legal needs and advance their business objectives. If you are interested in joining a highly collaborative, growth-minded organization, consider applying today.
KEY CONTRIBUTIONS
- Assist New Business Intake team with processing new matter requests in the firm’s conflicts software.
- Perform background checks and other due diligence related to new matters.
- Review new matters for accuracy and completion, confirming that required documents such as engagement letters, outside counsel guidelines, and waivers are attached.
- Complete data entry of new matters into the firm’s conflicts software.
- Perform general client matter maintenance, including updating client addresses, names, or corporate trees.
- Track and follow up on the status of executed engagement letters.
- Close matters in the firm’s billing and conflicts systems.
- Assist with outside counsel guidelines which may include tasks such as uploading and integrating documents to an outside counsel management database and following up with attorneys to confirm that client outside counsel guidelines are the most recent version.
- Other responsibilities as needed.
THE ESSENTIALS
- Three to five years of legal experience, preferably with New Business Intake in a law firm.
- Bachelor’s degree or equivalent combination of education, training, and experience.
- Experience with InTapp and Aderant preferred.
- Proficiency with Microsoft Word and Outlook.
- Highly organized, detail-orientated, and proactive with a desire to take ownership.
- Balance competing priorities and work effectively in a fast-paced environment, exercising patience and professionalism during stressful situations.
- Ability to work independently and with a team.
- Strong verbal and written communication skills.
- Some overtime may be required.
EOE/M/F/Vet/Disabled
Burr & Forman is an equal opportunity employer and is committed to recruiting, hiring, developing, and promoting lawyers and staff without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, sex stereotyping, or disability.
Please view Equal Employment Opportunity, E-Verify, and other related posters at www.burr.com/careers/working-at-burr.