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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
    • 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

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