Client Intake Coordinator
Core
Initial screening and analysis of new client and new matter requests to ensure completeness, accuracy, and compliance with firm guidelines.
Role type
Administrative Coordinator (Client Intake)
Builds
New client and matter setups in Aderant
Domain
Legal services / Professional services
Deliverable
product features
Required skills
Client/matter intake process knowledge, data accuracy, software proficiency (Outlook, Excel), prioritization, confidentiality, independent work
Preferred skills
None stated
Technologies
Outlook, Excel, Aderant
Responsibilities
Screen new client/new matter requests for missing or inaccurate information; Communicate with partners and secretaries to obtain missing data; Provide guidance to partners on appropriate courses of action; Coordinate with Client Intake team to ensure correct setup in Aderant; Update and maintain client/matter policies and procedures.
Seniority
Mid-level, hands-on IC