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New Business Intake Specialist

Company: Confidential Location: Texas
Industry: Administrative / Clerical City/Region: Dallas
Contract Type: Direct Hire Compensation: Competitive Compensation
Education: Undergraduate Degree

Our client in Dallas is looking to hire a New Business Intake Specialist on a direct hire basis.

Job Duties:

  • Responsible for the daily processing of new matter information and maintenance of existing information as requested by the attorneys and staff.
  • Review of matter packets for accuracy and completeness based on departmental guidelines before submitting to the Client Duty Officer for approval
  • Tracking the approval process of the client intake package and any applicable engagement letters, consent letters, waiver letters and any other documentation required by Firm and departmental practices and procedures.
  • Entering new client/matter information into Elite, the Firm’s financial database being careful to meet all client and billing attorney requests and requirements including the accurate completion of all client/matter fields.
  • Notifying attorneys, secretaries and applicable records department of new number assignment.
  • Daily maintenance and upkeep of the Firm’s client and matter information in Elite.
  • Making various changes to client and matter records as requested by Firm personnel, obtaining approvals when appropriate.
  • Carefully adhering to the departmental and Firm standards as they relate to obtaining executed engagement letters.
  • Assisting all Firm personnel with Client Intake requests, questions, and projects.
  • Additional responsibilities and projects as assigned by the Senior Client Intake and Conflicts Manager or the Lead  Client Intake and Conflicts Coordinator.


Education & Experience:

  • Bachelor’s Degree required.
  • Must have excellent Data Entry skills and possess the ability to work in a fast-paced, demanding environment.
  • Ability to organize and produce detailed, accurate work.
  • Excellent communication skills, both oral and written.
  • Ability to multi-task and maintain strict confidentiality.
  • Solid working knowledge of Windows 7, Microsoft Office 2010, Outlook and experience with conflicts software.  Experience with Elite preferred.

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