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New Business Intake Specialist

Company: Confidential Location: Texas
Industry: Administrative / Clerical City/Region: Dallas
Commitment: Full Time Contract Type: Contract
Practice Area: Administrative Education: Undergraduate Degree
Description: Our client in Dallas is looking to hire a New Business Intake Specialist on an indefinite temporary basis.  The New Business Intake Specialist is responsible for the daily processing of new matter information and maintenance of existing information as requested by the attorneys and staff.  This position must have excellent data entry skills and possess the ability to work in a fast-paced, demanding environment.

Duties & Responsibilities:

  • 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.
  • Past data entry experience preferred but not required.
  • 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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