Client Intake Specialist

Overview

This position supports critical client onboarding and conflicts review functions essential to delivering timely and accurate service across the firm. The ideal candidate is organized and collaborative, with strong judgment and the ability to analyze information, identify issues, and communicate clearly with a range of stakeholders.

Responsibilities

• Review, analyze, and process electronic client intake forms.
• Communicate with Conflicts Attorneys, the Client Intake Manager, Conflicts Counsel, attorneys, and legal practice assistants regarding information from client intake forms and conflicts search reports.
• Conduct conflicts searches using the firm’s database systems.
• Review and process information gathered from conflicts searches and generate corresponding reports.
• Prepare clear and concise summaries of conflicts search results.
• Identify and report performance issues with client intake and conflicts software.
• Collaborate with the billing team to maintain accurate and up to date client and matter data, including contact information, billing attorney assignments, and originating credit.

Requirements

• Bachelor’s Degree required.
• Proficiency in Microsoft Office applications, including Word and Outlook, along with experience working with databases.
• Ability to develop and execute search strategies to obtain accurate results from electronic databases.
• Ability to synthesize complex or diverse information; collect and research data; and use intuition and experience to analyze data.
• Strong customer service skills, including the ability to respond promptly and professionally to requests from employees at all levels, including in challenging situations.
• Ability to produce clear and concise written communications, including conflicts report summaries and email correspondence.
• Strong attention to detail, with accurate and efficient data entry skills.
• Ability to follow instructions provided in various formats and apply sound judgment in resolving routine problems with multiple variables.
• Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment.

Compensation & Benefits

This role offers a competitive salary and a comprehensive benefits package, including:

• Health care coverage (medical, dental, and vision)
• Life insurance
• Short- and long-term disability
• Paid parental leave
• Employee wellbeing and EAP programs
• Paid time off
• A 401(k) retirement plan with employer matching and profit-sharing

Benefit offerings and eligibility vary by location and are subject to applicable plan terms and legal requirements.

Location

Remote work is eligible in: Charleston, WV; Cincinnati, OH; Columbus, OH; Dallas, TX; Florence, KY; Houston, TX; Indianapolis, IN; Lexington, KY; Louisville, KY; Nashville, TN; Pittsburgh, PA; or West Chester, OH.

Eligibility to Work

All persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.

Applicants must be authorized to work in the United States without current or future employer sponsorship. No visa sponsorship is provided for this position.