File Intake Analyst
- Evaluate information secured in the file intake process to ensure accuracy and adequacy prior to entry in Aderant
- Professional follow up with attorneys and legal assistants for additional information or for clarity of information as needed
- Ensure the consistent entry of accurate information in Aderant during the file intake process consistent with firm protocols
- Conduct timely opening of new matters (1-2 business days) upon submission of appropriate information to the File Intake Group
- Prompt communication to request information to attorneys, administrative staff and supervisors in the event information is missing or unclear upon receipt of a request to open a new matter
- Contribute to the maintenance and updating of information in Aderant
- Assist in the file opening process during the onboarding of new attorneys to the firm
- Completion of reports on a daily, weekly, monthly or as needed basis
- Contribute to the training of firm employees with respect to the file opening process.
- Appreciate and understand the impact of File Opening and Aderant usage by the File Intake Department on other departments and the firm overall
- Understand and appropriately utilize firm systems including, but not limited to, Aderant, iManage, etc.
- Receive cross training and assist other departments as needed
- Assist with special projects and assignments as needed
- Regularly required to clearly communicate and exchange information in English
- Strong organization and time management skills
- Regularly required to observe and assess data and documents, in printed form and on computer screens
- May be requested to work beyond normal work hours and weekends for special projects
- Works well in a team environment
- Ability to work independently within general guidelines and minimal supervision
- Ability to recognize the need for confidentiality of information and to maintain such confidences
- Ability to respond to internal or external inquiries, including those of a sensitive, confidential, or adversarial nature
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