Position Summary:
The Conflicts & Intake Attorney will report to the Director of Risk Management while also taking direction from other department leadership, Firm Counsel and the Business Review Committee. The position will work closely with other members of the Client Intake and Conflicts Department and assist in supervision of processes and personnel involved in carrying out key processes that support the Firm's critical risk management function.
Position Responsibilities:
- Assists in clearing lateral attorney conflicts of interest
- Assists in supervision of conflicts of interest and new client and new matter intake processes as well as department personnel carrying out these functions
- Assists in the creation, implementation and maintaining of Ethical Walls as needed
- Develops expertise on conflicts rules and approaches in specific practice areas and possess and maintains knowledge of conflicts rules
- Assist in training other conflicts and intake staff, lateral attorneys or other firm personnel on conflicts rules and intake procedures, providing reference materials, ethics opinions and other articles on current developments in this area
- Serves as Subject Matter Expert (SME) with regard to operation of conflicts and new matter intake technologies, in particular Intapp Open, Intapp Terms, and assist in the training of other department or firm personnel on the use of this system as well as external databases and resources as part of the conflicts and due diligence process
- Serves as SME on the Firm’s conflicts and new business intake system, as well as client due diligence research
- Facilitates timely resolution of potential conflicts problems for attorneys Firm wide
- Responds to Partner Conflict inquiries on a Firm-wide basis; interface with professionals and legal assistants at all levels of seniority, including partners, to confirm the status of existing or pending transactions and resolve identified conflict issues
- Assists in preparation and follow-up of both engagement letters and waiver letters
- Advises attorneys and staff on the Rules of Professional Conduct, including conflicts, and assist in adherence to such rules and Firm policies when drafting, reviewing and coordinating client engagement and conflict waiver letters
- Assists in tracking and building a database of Firm identified business conflicts or lists of other potential intake issues as directed, ensuring timely completion of all conflicts review projects undertaken within the Firm
- Review the daily new matter list in advance of circulation, identifying potential conflict or other intake issues as necessary and circulate the matter report summarizing any issues for review on a daily basis
- Participates in BRC Meetings and follow-up on assigned tasks daily
- Send daily matter approval status summary reports for matters with unresolved issues
- Assists in reviewing terms of engagement, including outside counsel guidelines, for conflicts and business issues
- Assists with communicating Firm policies and procedures relating to conflicts and intake and make recommendations for changes when appropriate
- Able to plan, organize and carry out multiple projects
- Other duties may be assigned by the Director and other senior members of the risk management team
Position Requirements and Desired Attributes:
- Licensed attorney with knowledge of rules of professional conduct, as they relate to conflicts, in all states where the Firm practices
- 2+ years’ experience practicing in a law firm, preferably a large or mid-size law firm, or prior experience in client intake and conflicts issues
- Proficient knowledge of large firm practices and operations
- Sound judgement and discretion necessary to appropriately evaluate and clear conflicts
- Excellent oral and written communication skills
- Accuracy, attention to detail and good organizational skills
- Demonstrated good business judgment and analytical skills are essential
- Ability to work under pressure in a fast-paced environment
- Strong time-management skills and ability to multi-task, adapt to changing priorities, meet deadlines and manage a heavy workload
- Strong team focused attitude towards other members of the Client Intake & Conflicts Department, and strong customer service focus towards assisting firm attorneys and staff
- Ability to work or respond to emergencies after normal business hours as needed. Including the ability to run an emergency conflicts search from start to finish reporting the results as requested and conducting new client due diligence if needed.
- Ability to travel (limited)
Bradley is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation and gender identity or expression), marital status, age, physical or mental disability, veteran status, genetic information, or any legally protected status.
