Weber Gallagher is a thriving and growing firm with more than 115 legal professionals in 11 locations. The firm is an equal-opportunity employer offering competitive salaries, bonuses and generous benefits.
Weber Gallagher offers a hybrid schedule, friendly office environment, excellent benefits package, including 401(k) and top-notch health coverage.
Equal employment opportunity is provided to all employees and applicants for employment without regard to a person’s race, color, religion, age, gender, sex, sexual orientation, gender identity, pregnancy, ancestry, physical handicap, disability, national origin, genetic information, marital status, veteran status, disability, or any other factor/ status in accordance with applicable federal, state and local laws.
Weber Gallagher has an immediate opening for a New Business Intake Coordinator to assist with the processes and procedures for the onboarding of new clients and the identification of potential conflicts of interest.
Responsibilities:
- Run conflicts and make sure the appropriate waivers/clearances and approvals are received.
- Processing new business intake forms to open new matters through Aderant Expert (keeping to a 24 turnaround)
- Work with staff to ensure that information is appropriate to formally open all new matters.
- Send engagement letters to Billing to create rate codes for new billing clients, when needed.
- Determine attorney origination credits and update the master spreadsheet with new credit splits and update the information in Entity Manager in Expert
- Apply proper billing rates to each matter, adding the bill cycle.
- Quality control of matter data ensuring completeness for every new file
- Re-open files as necessary which includes re-running conflicts and a check of matter parties, billing contact, rates, and originations.
- Close designated matters upon receipt of emails from staff and update bill cycle to final for billing.
- Make record changes to files such as adjusters, addresses, offices, billing attorneys, clients, bill cycles, etc.
- Manage the Conflict inbox and Records inbox - making sure requests are organized and completed in a timely manner.
- Maintain and update conflict database with current information received regarding clients and their affiliate relationships.
Qualifications:
- Minimum of two (2) years of prior New Business Intake experience in a law firm setting
- Experience with Aderant Expert and conflicts database software
- Strong knowledge of conflicts of interest and new business intake principles
- Ability to work independently in a high-volume practice and take initiative
- Strong multitasker, ability to juggle multiple projects simultaneously
Please submit a cover letter and resume for consideration to: careers@wglaw.com.
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