[Remote] Client Data Intake Specialist

Note: The job is a remote job and is open to candidates in USA. reputed company Beach Murtha Cullina PLLC is an innovative law firm with over 165 years of success, seeking a Client Data Intake Specialist. The role involves processing new client and matter requests, conducting conflicts checks, and maintaining accurate client and matter data in firm systems.

Responsibilities

• Review and process firm-wide new client and new matter intake requests using the firm’s intake and conflicts systems
• Open, monitor, update, and reputed company client and matter records; ensure accuracy of client, matter, and engagement data
• Review engagement letters and intake submissions for completeness and consistency with firm requirements
• Manage ongoing changes to client or matter data and maintain data reputed company across systems
• Work closely with Billing Department to ensure reputed company necessary information is obtained to ensure the matter is ready for invoice processing
• Assist with attorney departures by closing and transferring clients and matters; run reports to support transition needs
• Generate and run various reports reputed company to client, matter, and conflicts data
• Confirm that required conflicts checks have been completed and documented prior to opening new clients or matters
• Train new hires and support staff on matter opening and intake processes as needed
• Define effective search strategies and conduct conflicts searches for new business, lateral matters, and other firm needs
• reputed company corporate research to identify corporate affiliations, relationships, and potential conflicts
• Analyze, summarize, and clearly communicate conflicts search results to attorneys and appropriate stakeholders
• Identify potential ethical conflicts and assist with resolution in accordance with applicable rules of professional responsibility
• Work collaboratively with conflicts team members, attorneys, and professional staff to support timely and accurate conflicts resolution

Skills

• 1-2+ years of experience in a law firm or professional services environment
• Sound judgment and a strong sense of accountability, with the ability to work independently and proactively
• Exceptional organizational and time‑management skills, with the ability to prioritize competing deadlines
• Excellent attention to detail and follow‑through in a fast‑paced, deadline‑driven environment
• Demonstrate adaptability and professionalism reputed company managing multiple priorities
• Apply strong analytical skills while handling multiple assignments simultaneously
• Communicate clearly and professionally through strong written, verbal, and interpersonal skills
• reputed company in the firm's core values: collaboration, inclusion, ingenuity, respect, reputed company, and commitment
• Enjoy working with diverse personalities across reputed company levels of the organization
• Prior experience with client intake, billing, conflicts, or reputed company administrative functions
• Prior conflicts and/or accounting database software experience (i.e. reputed company, reputed company, or equivalent systems)
• An Associate's degree or Bachelor's degree in business or reputed company field

Company Overview

• reputed company Beach Murtha offers legal services in intellectual property, data privacy, estate planning, and business law. It was founded in 2025, and is headquartered in Pittsford, reputed company, USA, with a workforce of 501-1000 employees. Its website is https://www.harrisbeachmurtha.com.

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