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Business Intake Coordinator in Chicago at Elevate

Date Posted: 7/15/2018

Job Snapshot

Job Description

Elevate’s customer, an Am Law 100 law firm, is looking for a Business Intake Coordinator who is responsible to review, modify, and process all new client, new matter, revision, and conflicts searches using the Firm’s automated business intake system. Using well-established standards, business rules, and policies as guidance, the Business Intake Coordinator will act as the Department’s first point of contact for all new requests and is responsible for setting up large search requests on behalf of attorneys and coordinating the department’s efforts on researching, documenting, and delivery of all search results and summaries.

Specifically you will:

  • Review all new requests for an information search, new client, new matter, revision, or securities search. Responsible for collecting background information on all parties involved.
  • Responsible for all series, class action and other large litigation, including research, analysis, documentation, and updates when appropriate.
  • Assist with collection and documentation of all parties involved in a client’s restructuring for research, conflicts searching, and potential disclosure.
  • Coordinate large data clean-up projects, special report requests, and responses to unique and complex client and matter information requests from a variety of customers.
  • Works with specialists, analysts, and other team members to address time sensitive issues for routine pre-engagement, large litigation, and restructuring related matters. 
  • Respond to department email communications with accurate information in a timely manner. 
  • Serve as public face of New Business and Conflicts. Answer the Firmwide hotline and handle and/or refer as appropriate. 
  • Responsible for follow-up and processing of all intake requests pending action by an approver, submitter, or submitting attorney to ensure compliance.
  • Establish and perform maintenance on confidential and ethical walls. Coordinate notifications and acknowledgements. 
  • Assist with processing new client and new matter forms and amending requests for clarity, completeness, and additional parties when needed. 
  • Coordinates the monitoring and updating of materials as needed on the Department’s internal and external facing sharepoint spaces, including Excel lists and subsequent supportive documents. 
  • Responsible for directing unidentifiable materials and calls to the appropriate positions or department while demonstrating high levels of professionalism and sensitivity. 
  • Assist with indexing Firmwide client retention agreements. 
  • Recommend technology and process improvements. 
  • Serve as technical liaison - monitor end-user errors and intake technical problems. 
  • Serve as training liaison -- attend training/orientation sessions as subject matter expert for new and existing employees. 
  • Be available for emergency matters, including evenings and weekends. 
  • Special projects as assigned.

Experience:

  • 2-3 years of related experience processing business intake and supporting a functional area’s initiatives, including compliance and regulatory monitoring.
  • Familiar with legal terminology, possess a sharp business acumen and strong attention to detail.

Skills for Success:

  • Strong organizational skills.
  • Ability to multi-task with exceptional writing and oral communication skills.
  • Strict attention to detail and possess strong interpersonal skills. 
  • Ability to interface with attorneys and other members of the Firm.

Qualifications:

  • Bachelor's degree is required.
  • Flexible schedule and overtime is required.