Job Description

Job Description

Job Description

We are looking for an experienced Client Intake Specialist to join our team on a contract basis in Dallas, Texas. In this role, you will be managing conflict searches, analyzing results, and maintaining critical client and matter data. If you thrive on organization, teamwork, and confidentiality, this could be the perfect opportunity for you!

What You’ll Do:

• Conduct in-depth conflict of interest searches for new business and lateral hires and communicate findings effectively to attorneys.
• Maintain and update accurate client and matter data in billing systems.
• Ensure seamless intake workflows, working collaboratively across teams to resolve conflicts.
• Manage administrative tasks to support database integrity and stay ahead of notifications like matter inactivity and closures.
• Uphold strict confidentiality standards while assisting attorneys, staff, and clients with inquiries.

What You Bring:

• A cooperative team spirit, paired with excellent communication skills to interact with attorneys, staff, and clients professionally.
• Proficiency with MS Office (Excel, Outlook, Word) and hands-on experience with conflict and accounting software like Elite 3E or Intapp Open—or equivalent systems.
• Ability to analyze, prioritize, and execute tasks in a fast-paced, ever-evolving work environment with strong attention to detail.
• Proactivity in assessing needs, delivering results, and following up on initiatives independently.

• Bachelor’s degree or equivalent experience preferred.
• 3–5 years of hands-on experience in new business intake or conflict of interest processes required.
• Strong organizational skills with the ability to prioritize and manage multiple tasks effectively.

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