Job Title: Conflict Check Analyst

Job Type: Temporary Contract (6 to 8 weeks)

Job Location: Remote (across US)

Role Summary: We are looking for a Conflict Check Analyst that will focus on New Business Intake along with supporting other members across the divisions. 

• Process and analyze all new intake requests for matters for potential, existing, and former clients
• Review data quality issues (errors, inconsistencies, gaps) and changes / additions made in between conflicts clearance and intake review that may impact original conflicts analysis
• Communicate with all users (named attorneys, their assistants, submitters, etc.) regarding above-referenced intake issues as well as any potential risk management procedures pertaining to the opening of new client/matters
• Prepare and present appropriate information (e.g., engagement letter reviews, credit reports, litigation history reports, discounts, client requested guidelines, etc.) to approval partners
• Resolve any follow-up queries from approval partners
• Identify and facilitate additional “special” approvals (e.g., law firm engagements, cannabis)
• Document accurately and effectively provide documentation from end users, business process rationales, and approvals received to date; notate requests appropriately for downstream processing highlighting any additional requirements still outstanding
• Facilitate and perform changes to client and matter master data (in applicable systems) consistent with policies, procedures, and technical integrations
• Monitor the Business Intake support mailbox to assist attorneys and other users (including internal members) with any intake questions/issues or status requests. Delegate accurately, timely, and appropriately to other (or firm) divisions where best handled elsewhere
• Escalate appropriately any potential operational or customer service issues to BIC Intake Team Lead or Director
• Facilitate upload process for large numbers of matters
• Perform limited / basic conflicts searches, as necessary
• Assist with testing on new software and changes made to existing software
• Create administrative matters (CGC, shadow, etc.) and any related ethical wall setup / maintenance
• Assist with integration errors
• Assist with training sessions / follow up review of software updates for users
• All other duties as assigned or required

• Excellent attention to detail
• Strong verbal and written communication skills
• Ability to organize, prioritize and coordinate multiple activities
• Strong judgment
• Team-player with collaborative spirit
• Unwavering ability to handle and maintain confidentiality regarding firm information, projects, client data (if applicable)
• High level of professionalism at all times

• Required:

  • Proficiency in the Microsoft Office suite, iManage and other firm applications
  • Available to work overtime, as required
  • 3+ years applicable experience (e.g., prior knowledge of conflicts of interest, document review, intake, and/or corporate law practice)
  • Knowledge of American Bar Association’s Model Rules of Professional Conduct and California State Bar Association’s Rules of Professional Conduct

   

  Preferred:

  • Bachelor’s degree
  • Paralegal Certificate preferred or completion of an ethics course in paralegal program
  • Prior experience as a paralegal, intake coordinator, or conflicts analyst

Employee only benefits program

Integreon is a trusted, global provider of award-winning legal and business solutions to leading law firms, corporations, and professional services firms. Our highly trained, experienced staff of around 3,500 employees globally service a comprehensive range of client needs that require scale and expertise, enabling clients to become more operationally efficient. Integreon works with corporations and law firms who rely on our experience and expertise in documents, administrative and business services. With delivery centres on three continents, Integreon offers multi-lingual, around-the-clock support, as well as onshore, offshore, and onsite delivery of our award-winning services.

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