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Lateral Intake Coordinator

Lateral Intake Coordinator

CompanyHolland & Knight
LocationNashville, TN, USA, Washington, DC, USA, Los Angeles, CA, USA, Tampa, FL, USA, Miami, FL, USA, Dallas, TX, USA, Philadelphia, PA, USA, Chicago, IL, USA, Charlotte, NC, USA, New York, NY, USA, Denver, CO, USA, Portland, OR, USA, Atlanta, GA, USA
Salary$31.4 – $56.4
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level

Requirements

  • Ability to work well under pressure and manage multiple tasks simultaneously.
  • Excellent communication and interpersonal skills.
  • Bachelor’s degree
  • 3+ years of experience in a similar role, preferably within a law firm or professional services environment.
  • Strong understanding of client intake processes and data management.

Responsibilities

  • Inputs key data into Intapp Intake’s request form to open clients and matters for Lateral Attorneys. Understands key areas where data may get stuck and helps problem solve. Continues to push forward the process.
  • Prepares draft engagement letters for incoming lateral partners by taking the portable matters chart provided by the Lateral Conflicts team. Reviews the drafts with the lateral partner once they have started. Follows-up with lateral partner on missing data to ensure that clients get opened expeditiously.
  • Assists with data intake, helping to ensure various workflow steps are advancing, including, ensuring matter-opening process is followed and interfacing with Information Governance team for data movement to appropriate workspaces/access. Follows-up with various groups, as necessary.
  • Updates client statuses in Integration Plans while opening clients, sending out engagement letters, etc.
  • Ensures a smooth hand-off to assigned Practice Assistant for ongoing support after portable clients have been successfully opened at HK.
  • Interfaces and communicates regularly with lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team and the Lateral Integration team.
  • Tracks, analyzes and provides status updates related to opening new clients/matters and getting data set up.
  • Special projects and duties as assigned.

Preferred Qualifications

    No preferred qualifications provided.