Matter Intake Coordinator

Profile

Matter Intake Coordinator

The candidate communicates with attorneys and secretaries to gather required information for new clients or matters. Performs conflicts checks against relevant parties. Communicates results for attorney review. Troubleshoots and works closely with attorneys and loss prevention attorneys to resolve any issues that arise during the conflict checking process. Verifies or enters contact information on required parties in the appropriate information base. Manages the assignment of client and matter numbers. Manages the file opening process. Tracks matter intake through the shareholder review process. Marks matter as open or declined, as appropriate. Communicates status with appropriate secretary. Enters billing matter setups in the accounting system; updates rate overrides, statement formats and other setup issues as needed. Relates relevant contacts and related parties’ matters to the new matter. Trains new secretarial staff in matter intake, opening file and billing matter setup procedures as part of their orientation. Manages legacy information bases. Updates appropriate information as it is entered into current systems. Reconciles incorrect or incomplete information. Performs ethical screen searches and handles the Firm’s procedures relative to setting screens in the Aderant system. Prepares annual ethical screening reminders and reports to the Firm. Performs HIPAA screens and works with the IT Department in securing matter workspaces. Tracks referrals in the Meritas system and completes periodic reporting with Meritas. High school diploma with 5+ years related work experience in a financial environment is required. Associate’s Degree or equivalent from two-year college or technical school and 2+ years experience is desired. Experience with Aderant Back Office accounting software is a plus. Previous Law firm experience is desired.

Company info

Nyemaster Goode, P.C.
700 Walnut Ste 1600
Des Moines
Iowa
United States 50309-3899
Website : https://www.nyemaster.com/