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Matter Intake Coordinator
Troutman Pepper. Handle high volumes of matter openings, especially during lateral partner onboarding and large-scale client engagements .
Tech Stack
Tools & technologiesReact
About the role
Key responsibilities & impact- Handle high volumes of matter openings, especially during lateral partner onboarding and large-scale client engagements
- Execute and track matter intake and conflicts-check processes, including status tracking and attorney communication
- Partner directly with the Intake & Conflicts Services team
- Submit new matter requests via Intapp and respond to inquiries to ensure timely matter openings
- Ensure compliance with firm policies and procedures, including entering and validating matter and client permissions and restrictions
- Recommend process and system configuration enhancements to improve data collection and user experience
- Provide administrative support to Legal Support Administration, including routine reports and expense reports
- Maintain confidentiality of practice group information and client-related data
Requirements
What you’ll need- Ability to maintain the confidentiality of firm data
- Exceptional research and organizational skills
- High level of accuracy and attention to detail
- Strong interpersonal skills and ability to provide high-quality service and partner effectively with diverse groups
- Effective verbal and written communication
- Ability to take initiative, set priorities, and complete projects
- Ability to adapt to change and balance competing demands while meeting deadlines
- Ability to recognize and react with urgency and ownership while maintaining customer service
- Strong proficiency with Microsoft Office, particularly Excel and information management
- Bachelor’s degree or any combination of experience, education, or training demonstrating ability to perform essential duties
- Minimum of two years of experience in a legal or professional services firm
- Experience working with finance practices preferred