Weber Gallagher is a thriving and growing firm with more than 115 legal professionals in 11 locations. The firm is an equal-opportunity employer offering competitive salaries, bonuses and generous benefits.

Weber Gallagher has an immediate opening for a New Business Intake Specialist to assist with the processes and procedures for the onboarding of new clients and the identification of potential conflicts of interest.

Responsibilities:

• Run conflicts and make sure the appropriate waivers/clearances and approvals are received.
• Processing new business intake forms to open new matters through Aderant Expert (keeping to a 24 turnaround)
• Work with staff to ensure that information is appropriate to formally open all new matters.
• Send engagement letters to Billing to create rate codes for new billing clients, when needed.
• Determine attorney origination credits and update the master spreadsheet with new credit splits and update the information in Entity Manager in Expert
• Apply proper billing rates to each matter, adding the bill cycle.
• Quality control of matter data ensuring completeness for every new file
• Re-open files as necessary which includes re-running conflicts and a check of matter parties, billing contact, rates, and originations.
• Close designated matters upon receipt of emails from staff and update bill cycle to final for billing.
• Make record changes to files such as adjusters, addresses, offices, billing attorneys, clients, bill cycles, etc.
• Manage the Conflict inbox and Records inbox - making sure requests are organized and completed in a timely manner.
• Maintain and update conflict database with current information received regarding clients and their affiliate relationships.

Qualifications:

• Minimum of two (2) years of prior New Business Intake experience in a law firm setting
• Experience with Aderant Expert and conflicts database software
• Strong knowledge of conflicts of interest and new business intake principles
• Ability to work independently in a high-volume practice and take initiative
• Strong multitasker, ability to juggle multiple projects simultaneously

Weber Gallagher offers a friendly office environment, excellent benefits package, including 401(k) and medical. Please visit our website: www.wglaw.com.

Equal employment opportunity is provided to all employees and applicants for employment without regard to a person’s race, color, religion, age, gender, sex, sexual orientation, gender identity, pregnancy, ancestry, physical handicap, disability, national origin, genetic information, marital status, veteran status, disability, or any other factor/ status in accordance with applicable federal, state and local laws.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Travel requirement:

• No travel

Application Question(s):

• How many years of experience do you have with the new business intake process?
• How many years of experience do you have with the conflict clearance process?

Experience:

• Law office: 2 years (Required)

Work Location: Hybrid remote in Philadelphia, PA 19103