Conflicts and Client Intake

RISK & CLIENT INTAKE COORDINATOR

Position Title: Risk & Client Intake Coordinator

Employment Type: Full-Time (40 Hours/Week) | Non-Exempt / Hourly

Compensation: $65,000 – $75,000/year (Commensurate with Experience)

Location Structure: Hybrid (3 Days In-Office / 2 Days Remote after initial onboarding)

ABOUT THE FIRM

We are partnering with a premier, full-service boutique law firm specializing in Corporate, Real Estate, Entertainment, IP, and Litigation. Founded by former BigLaw attorneys and General Counsels, the firm combines high-caliber legal services with a supportive, team-centric culture.

We are seeking a proactive, highly detailed Risk & Client Intake Coordinator to manage the end-to-end client onboarding and risk management process.

POSITION OVERVIEW & CORE RESPONSIBILITIES

• Run, analyze, and clear comprehensive conflict searches in the firm’s database for new clients, matters, and lateral attorney hires.

• Identify potential conflicts and escalate complex issues to attorneys or Ethics Counsel as needed.

• Draft, track, and circulate engagement letters, conflict waivers, retainer requests, and outside counsel guidelines.

• Ensure strict adherence to applicable Rules of Professional Conduct and internal risk control procedures.

• Create, update, and maintain accurate client/matter master records across document management, accounting, and conflicts platforms.

• Verify client identities and perform required due diligence in compliance with firm governance.

• Facilitate client disengagements, closing files, and managing lateral file transfers (including transfer authorization documentation).

• Train incoming attorneys and support staff on conflict submission procedures and intake protocols.

• Establish client budgets, set up flat-fee or budget tracking alerts, and schedule automated matter reports for handling attorneys.

• Monitor outstanding retainer balances, waivers, and signed agreements; issue weekly status reports to stakeholders.

• Provide administrative and operational assistance on ad-hoc legal support projects.

IDEAL CANDIDATE QUALIFICATIONS

• Experience: 2–5 years of dedicated conflicts and client intake experience within a law firm setting (Law firm experience is strictly required).

• Education: Bachelor’s degree preferred.

• Ethics & Compliance: Solid working knowledge of ethics rules governing conflicts of interest and rules of professional conduct.

• Technical Skills: Proficient in legal risk software, document management systems, Microsoft Office Suite, PDF editors, and electronic signature platforms.

• Core Competencies:

  • Exceptional attention to detail with strong organizational and analytical capabilities.

  • Ability to prioritize multiple time-sensitive tasks in a fast-paced environment.

  • Discretion in handling highly sensitive, confidential information.

  • Professional written and verbal communication skills.

WORK SCHEDULE & ONBOARDING

• Schedule: Hybrid model (3 days in-office / 2 days remote).

• Onboarding Phase: The role requires full-time in-office attendance during the initial training and acclimation period to integrate with firm operations, build key internal relationships, and master firm-specific workflows prior to transitioning to the hybrid schedule.

COMPREHENSIVE BENEFITS PACKAGE

• Employer-Paid Parking

• Medical, Dental, and Vision Coverage

• 401(k) Retirement Plan

• Short-Term Disability, Long-Term Disability, AD&D, and Life Insurance

• Generous Vacation Policy + 10 Paid Sick Days