Conflicts New Case Intake Analyst

Posted May 16, 2024

Location: Philadelphia (Hybrid)

The New Business Intake Analyst, under the direction and supervision of the Client Accounting Manager, performs a variety of departmental duties including conflict of interest searches, file openings, research, transition of client files, data verification, billing assistance, and other related tasks that encompass the process.


  • Properly reviews new business intake workflow process for completeness and takes action to ensure client matter intake is following the firm’s policy and procedures regarding same
  • Maintains efficient workflow of new business intake process.
  • Confirms that all client/matter information recorded in the Firm’s central records is accurate.
  • Maintains client files, update addresses, contact information and closing files using the Firm’s automated business intake system
  • Track and follow up on conflict issues with department colleagues and attorneys
  • Ensure all documents required for New Business Intake are attached to the client matter records
  • Compiles and applies knowledge gained from ongoing work, to apply rules and decisions to work going forward
  • Monitor unassigned time, follow up and assigns same
  • Communicate via telephone and email with all levels of firm personnel, including secretaries, attorneys, and paralegals. Communication must be completed accurately, and with a sense of urgency.
  • Maintains open communication with colleagues in financial services department and others who provide support to the firm.
  • Assist with staff training and development, and handle multiple projects with co-existing deadlines
  • Assist Financial Service Department in all aspects of billing as directed by the Client Accounting Manager including but not limited to client bill preparation according to firm, client, and attorney specification, including edits, transfers, write up and downs
  • Month begin and end duties as needed
  • Takes part in training sessions offered by the Firm and seeks education as needed in order to perform required tasks
  • Prepare adhoc reports on an as needed basis.


  • Minimum of two plus years of Conflicts experience in a law firm
  • Ability to communicate clearly, both orally and in writing, and work effectively and collaboratively with other employees and management.
  • High level of proficiency in Microsoft Office applications including MS Word, Excel, and Outlook. Existing proficiency in Elite (3E) is preferred.
  • Must be detailed oriented and accurate.
  • Ability to organize and prioritize numerous tasks and complete them in prescribed deadlines.
  • Ability to use independent judgment and maintain confidential information; strong self-starter.
  • Ability to operate effectively under pressure.
  • Previous experience working in law firms preferred.


  • Bachelor’s degree or equivalent.


  • Exposure to high pressure situations; will be faced with the need to prioritize and accomplish many tasks simultaneously, while maintaining a very high level of professional calm and demeanor.
  • Some overtime work required throughout the year.

Interested candidates should submit a resume to Human Resources at No calls or agencies please.

This job description does not list all the duties of the job.  You may be asked by supervisors or managers to perform other instructions and duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.  Management has the right to revise this job description at any time.  The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.