Client Intake Coordinator

The Client Intake Coordinator daily duties include, but are not limited to, the following:

•      Perform conflict checks 

•      Obtain conflict sign offs and waiver letters, and other required approvals per policy guidelines 

•      Create new clients and matters in Aderant system             

•      Matter maintenance and scanning (reopen matters, address changes, matter title changes, rate changes, etc.)

•      Engagement letter management

•      Maintain conflict database and rebuild conflict indexer 

Other duties:

•      Train new legal assistants on new matter (Hotdocs) and conflict search procedures 

•      Assists with other accounting projects as time allows 

Qualifications, Skills, and Experience:

•      Associate or Bachelor degree in accounting, finance or in a relevant discipline preferred or in combination with relevant experience.

•      Must be PC proficient

•      Meticulous attention to detail and accuracy

•      Capable of handling confidential information

•      Ability to complete tasks and projects in a timely manner

•      Strong verbal and written communication skills as well as strong interpersonal skills

•      Ability to multi-task, work under pressure, and thrive in a fast-paced setting 

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.