File Intake Analyst

Profile

File Intake Analyst

The candidate will evaluate information secured in the file intake process to ensure accuracy and adequacy prior to entry into Aderant. Professional follow-up with attorneys and legal assistants for additional information or for clarity of information as needed. Ensure the consistent entry of accurate information in Aderant during the file intake process consistent with firm protocols. Conduct timely opening of new matters (1-2 business days) upon submission of appropriate information to the File Intake Group. Prompt communication to request information to attorneys, administrative staff, and supervisors in the event information is missing or unclear upon receipt of a request to open a new matter. Contribute to the maintenance and updating of information in Aderant. Assist in the file opening process during the onboarding of new attorneys to the firm. Completion of reports on a daily, weekly, monthly, or as-needed basis. Contribute to the training of firm employees with respect to the file opening process. Appreciate and understand the impact of File Opening and Aderant usage by the File Intake Department on other departments and the firm's overall. Understand and appropriately utilize firm systems including, but not limited to, Aderant, Expert Time, iManage, etc. Receive cross-training and assist other departments as needed. Assist with special projects and assignments as needed. Associate’s Degree or relative experience in an office environment. Should have experience with Microsoft Office. Should have strong verbal and written communication skills. Law firm experience preferred. Direct file intake experience preferred.

Company info

Goldberg Segalla
2 State Street Suite 805
Rochester
New York
United States 14614-1342
Phone : 585-295-5400
Fax : 585-295-8300
Website : http://www.goldbergsegalla.com/