McGuireWoods LLP

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Client/Matter Intake Specialist

Client/Matter Intake Specialist

Job Location 
US-VA-Richmond
Category 
Accounting & Finance

More information about this job

Overview

McGuireWoods LLP has an opening for a Client/Matter Intake Specialist in our Richmond, VA office. The specialist handles all aspects of opening and updating matters for new and existing clients. Qualities possessed by an ideal candidate include one to two years of general/clerical legal experience or customer service in a law firm, an eye for detail and accuracy, and strong organizational skills.

 

McGuireWoods LLP is a global law firm with a legacy reaching back more than 175 years.  We are strong in the traditional legal practices such as litigation and corporate law, but we are also leaders in rapidly expanding fields such as data privacy and security, the life sciences, private equity, and healthcare, among many others.  We offer the opportunity to grow through an extensive range of legal practice areas and industries, and to work in locations around the world.  Perhaps the most attractive aspect of joining our firm is the opportunity to work with our lawyers and leaders, all of whom reflect the value McGuireWoods places on experience, talent and diversity.  For more information, please visit www.mcguirewoods.com.

Responsibilities

  • Handles all aspects of new client and matter intake
  • Enters new client and matter information into the Elite Enterprise Billing system
  • Processes client/matter information for all offices to include linking related party names and preparing bar-coded folders and/or inserts
  • Contacts legal staff when client/matter information is inaccurate or incomplete and obtains correct information; Corrects data entry errors (client numbers, matter numbers and principal names) in Elite
  • Receives calls and e-mails placed to the Records Helpline and makes changes to the data in Elite as requested
  • Assists in completing conflict-of-interest searches for clients, principals and related party names as requested by attorneys
  • Assists in closing client/matter records according to procedures

Qualifications

  • Requires one year certificate from college or technical school; or one to two years related experience and/or training; or equivalent combination of education and experience. Law firm experience helpful.
  • Experience with general office applications to include Outlook, Word, Excel and PowerPoint
  • Ability to interact with all levels within the Firm
  • Strong administrative and organizational skills with attention to detail
  • Good proofreading skills and type 45 wpm.
  • Have more questions?  Connect with a recruiter directly.

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