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New Business Intake Coordinator - New York

Remote, USA Full-time Posted 2026-06-10
New Business Intake Coordinator A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible for maintaining daily workflow, running conflict checks, making client matter adjustments, and assigning client matter numbers for the firm. As a NBI Coordinator, you are required to maintain a high level of accuracy and confidentiality at all times. Core Responsibilities • Complete detailed conflict of interest report including necessary internet searches • Consult the NBI Reference Manual for proper procedures and information • Assign client matter numbers • Notify attorneys of issues for matter opening process • Assign affiliations for all client matters • Maintain all client matter modifications • Process Dunn and Bradstreet reports (DNBi)/Hoover • Maintain system integrity and database clean up • Complete exiting attorney reports and requests for attorney to close client/files • Process all client matter re-openings (re-run conflict report and communicate new issues to appropriate attorney. This process will involve waiting for approval before re-opening) • Maintain client and employee confidences; protect operations by safeguarding confidential information • Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures • Work efficiently and prioritize tasks in a fast-paced environment Experience and Education • 2 years NBI/conflicts experience • Prior legal industry new business intake/conflicts experience preferred • Preferred: Bachelor's degree or combination of education and experience Skills & Abilities • Proficient in MS Office applications; • Proficient in computerized conflicts/workflow software; • Excellent analytical and research skills; • Ability to compile, review, determine and communicate conflicts issues based on a variety of information; • Good judgment in determining when assistance is needed in communicating with attorneys and legal assistants on varied issues involving conflicts and maintaining client files. Salary and Benefits: • Salary: $55k/yr - $85k/yr depending on experience • Benefits: Comprehensive benefits • Available for remote work with office visits for business needs Apply tot his job Apply To this Job

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