File Intake Analyst
Goldberg Segalla, a dynamic and rapidly growing law firm with a national practice, seeks a highly motivated and organized individual to join its team as a File Intake Analyst to join its Albany, Syracuse or Buffalo office. The File Intake Analyst is responsible for the opening of new matters assigned to the firm in the Aderant system. The position requires a strong understanding of all aspects of information collected during the file intake process, the ability to analyze the accuracy and adequacy of information supplied, the use of discretion to follow up for additional or missing information, and ensuring accurate information is enter in Aderant in a timely fashion. This position requires daily professional interaction with attorneys and legal assistants throughout the firm.
- 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
- List the education and experience needed and/or preferred based on requirements that are job-related and consistent with business necessity.
- List additional requirements preferred such as certifications, industry-specific experience and experience working with certain equipment.
- This section may also include other specific skills, or personal qualities.
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