New Business Intake Analyst

The New Business Intake Analyst will assist in providing an efficient and effective service to Firm Partners and offices in opening new matters for new and existing client registrations. The role-holder will provide guidance to Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest, and in meeting professional responsibility obligations.

Main responsibilities:

• Provide all aspects of support to the Firm, its Partners and offices with regard to the New Business Intake (NBI) process
• Review new client and new matter information submitted via the Firm’s intake system; assist with identification of possible conflicts of interest; verify that our Standard Terms of Engagement are in place with the client; ensure compliance with Firm policies and procedures; and confirm that all client/matter information in the Firm’s central records is accurate
• Conduct online investigation of prospective clients using online...