Legal Intake Specialist

Our customer is a national full-service law firm with offices across multiple U.S. cities. They serve clients across a variety of industries and handle complex legal matters. The firm values confidentiality, accuracy, collaboration, and efficiency, and we maintain a fast-paced, professional environment. They are looking to add a Legal Intake Specialist to their team.

Salary/Hourly Rate:

$55k –  $80k Annually (depending on experience)

Position Overview:

As the Legal Intake Specialist, you will serve as the gatekeeper for onboarding new clients and new matters. You will play a critical role in ensuring the firm avoids conflicts of interest before accepting new clients. Once approved, you will set up the new client and matter in the firm’s database, assign tracking numbers, and maintain accurate, up-to-date records. You will also liaise with attorneys and firm operations staff whenever issues arise, always safeguarding sensitive client and firm information.

Responsibilities of the Legal Intake Specialist:

• Perform detailed conflict-of-interest research and reviews before new matters are accepted and generate Conflict of Interest Reports.
• Follow the firm’s New Business Intake (NBI) procedures and Reference Manual.
• Assign unique client and matter ID numbers and set up new matters in the system.
• Maintain and update client and case records and ensure database integrity and accuracy.
• Communicate with attorneys when conflicts or other issues arise and coordinate approvals or declines.
• Close or re-open matters as needed (including re-checking conflicts when re-opening).
• Run business-research reports (e.g., from business-information sources) to verify new clients’ credentials and information.
• Create and manage existing Attorney reports and handle attorney requests to close client files.
• Provide training and guidance for new NBI team staff on intake policies and procedures, as needed.
• Uphold firm-wide confidentiality standards and protect all client/firm data and documentation.

Required Experience/Skills for the Legal Intake Specialist:

• 2+ years of new business intake (NBI) experience at a law firm, including conflict searches and matter setup.
• Demonstrated close attention to detail, accuracy, and confidentiality.
• Experience using business-research tools (e.g., Dun & Bradstreet, Hoover’s) or other commercial research databases.

Education Requirements: 

• Bachelor’s degree (or equivalent) is required.

Benefits: 

• Medical insurance (health). 
• Dental insurance. 
• Vision insurance. 
• Life insurance & AD&D insurance. 
• Short-term and long-term disability insurance. 
• 401(K) retirement savings plan (and likely employer contributions/matching).
• Paid time off (vacation, sick leave, general PTO). 
• Paid sick leave/sick time off.
• Employee assistance programs (EAP)/wellness support/mental-health support programs.

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO