Lateral Intake Coordinator
Core
Assist lateral partners in efficiently opening their portable work, clearing clients, and organizing data during onboarding.
Role type
Lateral Intake Coordinator
Builds
Portable client workloads and matter setups for lateral partners
Domain
Legal services / Law firm operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Data intake management, client matter opening processes, engagement letter drafting, cross-functional coordination, status tracking, problem-solving under pressure
Preferred skills
Experience in law firm or professional services environment
Technologies
Intapp Intake, Integration Plans
Responsibilities
Input key data into Intapp Intake to open clients and matters for lateral attorneys; prepare draft engagement letters using portable matters charts; assist with data intake and workflow advancement; update client statuses in Integration Plans; ensure smooth hand-off to Practice Assistants; track and analyze status updates for new client/matter openings
Seniority
Mid-level, hands-on operational support