New Business Intake & Conflicts Coordinator

Company: Jones Walker LLP
Location: Jackson
Posted on: November 22, 2021

Job Description:

In accordance with firm policies and procedures this position is responsible for all tasks related to new business intake and conflicts on a firm-wide basis. Reports directly to the Director of Library & Information Services as well as the Lead New Business Intake & Conflicts Coordinator. Resident in the Jackson office.
New Business Intake

• Assists in all aspects of new business intake for the assigned client
• Inputs the data and documentation gathered during the intake process into the Conflicts database
• Reviews data for accuracy
  Conflicts
  • Runs complete and well documented conflicts checks for new matters for the assigned client in accordance with firm guidelines
  • Prepares reports and summarizes research results
  • Assists in all administrative tasks related to the conflicts process
    Lateral attorney and potential merger reviews
    • Runs reports on client lists for potential lateral hires
    • Runs reports on client lists for potential office mergers
    • Assists with the opening of new matters for lateral hires
      Special Projects
      • Create client status reports on large lists of names for the Marketing Department
      • Assists as needed with special projects for the CFO
        Opening & Re-opening of Matters
        • Opens new matters in the time and billing system
        • Informs secretary and attorney of the new matter number
        • Assists with inputting the information for the daily "Green Sheet - New Matters" list
        • Handles routine re-open matter requests as well re-open requests resulting from annual matter sweeps
          NBapp Help Desk and Training
          • Trains new hires (secretaries and lawyers) on the NBapp workflow, general conflicts and NBI procedures.
          • Creates training guides and other tools to assist with training on the NBapp.

Keywords: Jones Walker LLP, Jackson , New Business Intake & Conflicts Coordinator, Other , Jackson, Mississippi