Job Description

A leading law firm is seeking a Client Intake Specialist for its Dallas, TX office. Working under the direction of the Conflicts and New Business Intake Manager, this role performs conflict-of-interest searches for new business intake requests and lateral hire candidates, analyzes results, and provides feedback to attorneys. The Specialist sets up and maintains accurate client and matter contact and billing information in the firm's time and billing system, creates and maintains matter numbers for personal, business development, and shareholder expense accounts, and coordinates with the records department on matter closures, transfers, and destruction. The role also involves routinely closing matters per e-billing and inactive-status alerts, responding to intake and conflicts inquiries from attorneys and secretaries, and maintaining strict confidentiality across all client and firm matters.

Candidates should have a bachelor's degree or equivalent experience preferred, along with 3–5 years of hands-on experience in new business processing and conflicts analysis. Strong knowledge of employment law and HR best practices is required, along with proficiency in MS Office and experience with Elite 3E, Intapp Open, or equivalent conflict/accounting software. Strong communication, multitasking, and attention-to-detail skills are essential.