Senior Intake Specialist

Offit Kurman

. Review and evaluate electronic client and matter submissions through Intapp for accuracy, completeness, and policy compliance .

Posted 11/12/2026full-timeRemote • United StatesSenior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Aderant and Intapp for managing client and matter submissions, ensuring compliance and accuracy in law firm operations. Strong analytical and problem-solving skills are essential for identifying workflow inefficiencies and facilitating effective communication across teams.

Highest-signal resume keywords

Aderant ExpertiseIntapp ProficiencyLaw Firm Intake ProcessesConflict-of-Interest AnalysisMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AderantIntappConflict-of-Interest AnalysisResearch SkillsData ManagementReport GenerationDocument StorageProcess ImprovementAnalytical SkillsAttention to Detail

Soft Skills

Communication SkillsInterpersonal SkillsCritical ThinkingProblem-SolvingTime Management

Tools & Technologies

WestlawMicrosoft WordMicrosoft ExcelMicrosoft Outlook

Industry Keywords

Law FirmClient SubmissionsMatter ManagementEngagement LettersRisk Management

About the role

Key responsibilities & impact

Review and evaluate electronic client and matter submissions through Intapp for accuracy, completeness, and policy compliance
Perform conflict-of-interest searches and analyze results to identify and escalate potential conflicts
Conduct research using Westlaw and internal systems
Update and maintain client and matter data in Aderant Expert
Track engagement letters, monitor countersignatures, and ensure proper document storage
Generate and distribute departmental and risk-related reports
Collaborate with Legal Administrative Assistants, attorneys, and firm leadership to facilitate timely matter openings
Identify workflow inefficiencies and recommend process improvements
Perform additional responsibilities as assigned to support firm operations

Requirements

What you’ll need

5+ years of hands-on experience with Aderant (or similar program) and Intapp in a law firm setting (required)
Availability to work West Coast hours
Strong understanding of law firm intake processes and conflict-of-interest interpretation
Experience working in a mid-sized to large law firm environment strongly preferred
Exceptional analytical skills with high attention to detail
Ability to manage competing priorities and meet tight deadlines
Excellent communication and interpersonal skills
Strong critical thinking and problem-solving capabilities
Proficiency in Microsoft Office (Word, Excel, Outlook)
Must reside in one of the following states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, or West Virginia

Benefits

Comp & perks

Equipment will be provided
Compensation is commensurate with experience
Fully remote work arrangement