Responsibilities
- Conflict of Interest Searches:
- Conduct thorough conflict of interest searches using internal databases, third-party research tools, and public records to identify potential conflicts arising from new client engagements.
- Analyze search results and assess the nature and severity of conflicts, collaborating with attorneys and firm leadership to evaluate potential risks and mitigation strategies.
- New Client Intake Process:
- Review new client intake requests and engagement agreements submitted by attorneys and practice groups, ensuring completeness and accuracy of information provided.
- Verify client identities and perform due diligence checks to confirm the legitimacy of prospective clients and their representatives.
- Collect and maintain client-related information in the firm's conflicts database and document management system, adhering to data privacy and confidentiality policies.
- Conflicts Resolution and Mitigation:
- Collaborate with attorneys, practice group leaders, and firm management to resolve conflicts of interest identified during the intake process, proposing alternative solutions or risk mitigation measures as needed.
- Draft conflict waivers and engagement letters for review and approval by firm partners, outlining the scope of representation and acknowledging any identified conflicts or potential risks.
- Compliance and Regulatory Requirements:
- Ensure compliance with applicable laws, regulations, and professional standards governing conflicts of interest, client confidentiality, and ethical conduct within the legal profession.
- Stay abreast of changes in regulatory requirements and industry best practices related to conflicts and intake procedures, recommending updates to firm policies and procedures as necessary.
Requirements
- Bachelor's degree in Business Administration, Legal Studies, or related field required; paralegal certification or law degree preferred.
- Minimum of 1 year of experience working in conflicts and intake analysis within a law firm or corporate legal department.
- Strong analytical skills and attention to detail, with the ability to conduct thorough research and evaluate complex legal and business relationships.
- Proficiency in conflicts database software (e.g., Intapp Open, LegalKey), Microsoft Office Suite, and online research tools.
- Excellent communication, interpersonal, and problem-solving skills, with the ability to interact professionally with attorneys, clients, and firm personnel.
United States
