Client Data Intake Specialist

Job Summary

Client Data Intake Specialist, a full-time position responsible for processing new client and matter requests, conducting conflicts checks, and maintaining accurate client data in firm systems.

Key Responsibilities

• Review and process new client and matter intake requests, ensuring compliance with firm requirements
• Open, monitor, update, and close client and matter records while maintaining data integrity
• Assist with attorney departures by managing client transitions and generating relevant reports

Required Qualifications

• 1-2+ years of experience in a law firm or professional services environment
• Prior experience with client intake, billing, or conflicts management
• Experience with conflicts and/or accounting database software preferred
• Associate's or Bachelor's degree in business or a related field preferred
• Strong organizational and time management skills