What are the responsibilities and job description for the New Business Intake and Conflicts Coordinator position at Miles & Stockbridge?
Miles & Stockbridge is an AmLaw 200 firm with a global reach and a reputation for a dynamic and approachable work environment where talented lawyers and staff from diverse backgrounds are able to thrive and grow. As part of its ongoing commitment to positive change, the Firm values collaboration, strong community partnerships, and meaningful relationships with clients and colleagues.
The New Business Intake Coordinator works directly with firm attorneys to collect, assemble, and submit information necessary for the Firm to determine whether to approve new business or changes to existing matters. The coordinator will help support an efficient, collaborative intake process following established procedures and guidelines. The person in this role must have a strong attention to detail. This position is ideal for a highly organized professional who works well across departments and is motivated to support timely, accurate work.
New Business Intake and Conflicts Coordinator Responsibilities:
- Follow established procedures and guidelines to collect, assemble, and transmit complete and accurate information from the lawyers required for new business requests.
- Respond to and communicate with the lawyers and personnel involved in a new business request on any changes or additional information that may be required by the Intake Team.
- Review draft engagement letters to confirm the scope of the proposed representation is consistent with the information submitted through the intake system.
- On behalf of the attorneys, communicate with and timely submit to the Intake Team required information and documentation to ensure that files are opened accurately and efficiently.
- Become knowledgeable about the nature of the practice, sub-practices, business and clients of the assigned business practice(s) to understand the context of information to perform the stated responsibilities.
- Become familiar with the Firm’s business intake system and processes to properly submit information and documentation.
- Coordinate with Research and Information Center personnel to facilitate due diligence research of prospective clients with a view towards identifying high-risk and/or negative findings, circulating any findings to the Director of New Business Intake and Conflicts for further instruction.
- Ensure that copies of fully executed engagement agreements and waiver correspondence, outside counsel guidelines, ethical wall memoranda, and other engagement documentation have been stored in the firm’s administrative documents site.
- Confer with the firm’s Director of New Business Intake and Conflicts, Conflict Attorneys and/or Senior Conflicts Analyst where appropriate.
- Participate in the maintenance of Firm databases and other systems, including but not limited to Intapp Terms and Intapp Walls, used to manage and comply with client guidelines.
- Handle sensitive and confidential information with the utmost discretion, ensuring that all conflict-related matters are treated with the highest level of confidentiality.
New Business Intake and Conflicts Coordinator Qualifications:
- Bachelor’s degree or commensurate experience required.
- At least 2 years as a team member of a conflicts and intake department in a law firm or legal environment, with a demonstrated understanding of conflict resolution processes and procedures highly preferred.
- General knowledge of ethical rules and risk management requirements governing conflicts of interest and conflicts resolution processes.
- Proven ability to handle confidential and sensitive information with discretion and maintain the highest ethical standards.
- Understanding of the type of work undertaken by a large law firm along with an appreciation of commercial and legal terms.
- Proficiency in technical applications such as MS Office, NetDocs, InTapp or similar software applications.
- Paralegal certificate a plus.
Miles & Stockbridge offers a competitive compensation and benefits packages including PTO, medical, dental, vision, life insurance, 401K, Firm sponsored Memberships (i.e. Peloton, Norton LifeLock), and more.
The pay range for this position is $55,000 - $70,000. The pay range provided is in compliance with state, city, or local employment laws and applies to this location only. Actual pay for this position will be determined based on multiple factors including, but not limited to, knowledge, skills, abilities, experience, current market data, and business needs.
Miles & Stockbridge is not currently accepting resumes or assistance from search firms for this position.
Physical Demands:
While performing the duties of this position, the employee is regularly required to remain in a stationary position or sit for prolonged periods and repeat motions that may include the wrists, hands and/or fingers. The employee is occasionally required to stand and stoop, kneel, or crouch. The employee is frequently required to perform light work that includes lifting and moving objects up to 10 pounds.
Disclaimer and Acknowledgement:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements will exclude individuals who may pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. Nothing in this job description restricts management’s right to assign or reassign duties in this job description at any time for any reason.
Miles & Stockbridge is an Equal Opportunity Employer and committed to cultivating an inclusive environment that embraces and promotes diversity, equity, and inclusion as core values of our firm.
Salary : $55,000 - $70,000