New Client Intake Analyst

Job Summary

To support a dynamic legal team, the full-time remote New Client Intake and Conflicts Analyst will manage the intake process by conducting conflicts checks, opening new client files in Aderant, and maintaining accurate client data.

Key responsibilities

• Evaluate information during the intake process to ensure accuracy before opening matters in Aderant
• Conduct timely and accurate conflict searches and ensure consistent entry of information in Aderant
• Assist with the onboarding of new attorneys and contribute to the maintenance of client information as needed

Required qualifications

• Associate's Degree in accounting or a related field
• 2-5 years of experience in an administrative role within a claims department or a similar position at a large law firm
• Experience with Aderant is preferred
• Proficiency in Microsoft Office applications, particularly Excel
• Ability to work independently and manage multiple tasks efficiently