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New Business Intake Analyst
Location: New York
Contact(s): Tracey Breslin
The New Business Intake Analyst is responsible for all aspects of business intake processing: new clients, new matters for existing clients, revisions to existing clients and matters, new hires, ethical walls, review of outside counsel guidelines, engagement letters and waivers.
Responsibilities:
• Ensure data accuracy for new business intake into NBI and integrated Firm systems;
• Monitor on-going accuracy, thoroughness and completeness of data for both current and historical systems for all client-matter information gathered and reported from conflicts throughout the Firm;
• Ensure that all information submitted through the New Business Intake system or other means is of the highest quality;
• Review new matter forms to obtain clarity on parties, positions, and scope of work;
• Capture information obtained during conflict resolution process in the conflicts database and document the resolution of conflicts and any waivers, where necessary;
• Undertake large-scale review, reconciliation and clean-up of the firm’s existing client/matter information and conflicts database;
• Review, file and retrieve Firm engagement letters, waivers and other documentation;
• Coordinate with the appropriate lawyer(s) and/or Firm personnel to ensure all information required for engagement letters and waivers in properly maintained;
• Ensure that the Firm client and matter maintenance throughout the life of the matter is maintained;
• Accountable for the proper administrative close-out of matters and/or clients at the conclusion of representation by adhering to firm policies and procedures;
• Maintain confidential and ethical walls; including ethical wall notifications;
• Responsible for quality control in Intapp Open and Elite to ensure proper client grouping;
• Review and assess current company research for accuracy. Ensure that current affiliations for all clients is accurate;
• Assist in the testing, review and implementation of new software systems and contribute to additional projects as required; and
• Actively contribute to ongoing process improvements
Skills
• Preferably at least 2 years’ experience working in a large law firm, ideally in the Conflicts Department;
• Strong attention to detail, solid organizational and time management skills; and
• Proactive team player
• Strong computer/technology skills
The anticipated annual base salary range for this position is $70,000 to $80,000. The actual base salary offered will depend on a variety of factors, including without limitation, the qualifications of the applicant, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location from which the applicant will be performing the job.
EEOC: Cadwalader is an equal opportunity employer. We offer opportunities to all qualified persons regardless of race, color, religion, sex, age, national origin, marital status, veteran status, disability, sexual orientation, gender identity and expression, or status in any group protected by federal, state or local law.
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