New Business Intake Coordinator

Overview

Handle daily workflow, conflict checks, client matter numbering, and data integrity.

Key Responsibilities

• database maintenance
• matter reopening
• matter modification
• affiliation assignment
• attorney reporting
• matter numbering

Tasks

-Maintain system integrity and database clean-up -Process all Client Matter Re-Openings (re-run conflict report and communicate new issues to appropriate attorney. This process will involve waiting for approval before re-opening) -Maintain all Client Matter Modifications -Consult the NBI Reference Manual for proper procedures and information -Assign affiliations for all Client Matters -Take initiative to train and mentor new NBI hires, staff, and attorneys on NBI policies and procedures -Notify attorneys of issues for Matter Opening Process -Maintain client and employee confidence; protect operations by safeguarding confidential information -Complete Exiting Attorney Reports and requests for attorney to close Client/files -Assign Client Matter numbers

Requirements

• nbi
• bachelor's
• conflict software
• ms office
• analytical
• two years

What You Bring

-Two years of NBI/Conflicts experience -Bachelor's degree or a combination of education and experience preferred -Proficient in computerized Conflicts/Workflow software -Work efficiently and prioritize tasks in a fast-paced environment -Good judgment in determining when assistance is needed in communicating with attorneys and legal assistants on varied issues involving conflicts and maintaining client files. -Prior legal industry new business intake/conflicts experience preferred -Proficient in MS Office applications -Excellent analytical and research skills -Complete detailed Conflict of Interest Reports including necessary internet searches -Ability to compile, review, determine, and communicate conflicts issues based on a variety of information

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About Polsinelli

-Founded in 1972 in Kansas City by three attorneys, Polsinelli began serving local business and real estate clients. -Over five decades it expanded via strategic hires—not large mergers—growing to 23 offices and establishing a footprint in markets like Philadelphia, Fort Worth, Park City, Miami, and Nashville. -Polsinelli built standout practices in healthcare, real estate, finance, technology, private equity, life sciences, litigation, and IP. -The firm tackles a wide range of high-stakes matters: from multi-state real estate financings and major healthcare regulatory work to patent litigation, corporate M&A, labor disputes, and cybersecurity. -Polsinelli positions itself as a 'daily and weekly' partner to mid-market corporate clients, emphasizing consistent presence and industry-focused counsel.

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