McGuireWoods LLP

  • Client/Matter Intake Specialist

    Job Location US-VA-Richmond
    Category
    Accounting & Finance
    Pos. Type
    Regular Full-Time
  • 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 major U.S. law firm with offices in the United States and Europe. Tracing the firm's roots back to 1834, McGuireWoods has a long history of growth through mergers with predecessor firms in existing markets, as well as client-centered expansion into new markets. Working with clients to develop these strategies, the firm has kept pace with its clients changing needs -- and helping them meet their goals. This has been the firm's philosophy for more than 175 years, and it continues to direct endeavors as the firm looks toward the future. 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.
    • Type 45 wpm
    • 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

    Have more questions? Connect with a recruiter directly. 

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