New Business Intake Coordinator
CM Legal
Our client is seeking a New Business Intake Coordinator for a remote role, ideally based in or near Los Angeles, with hours from 8:30 AM to 5:15 PM PT. This position involves managing the daily workflow, running conflict checks, making client matter adjustments, and assigning client matter numbers for the firm. Key responsibilities include completing detailed Conflict of Interest Reports, consulting the NBI Reference Manual, and processing Dunn and Bradstreet reports. The Coordinator will also handle client matter modifications, re-openings, and exit reports, while maintaining system integrity and confidentiality.
A successful candidate will have at least two years of NBI or conflicts experience, preferably in a legal setting, and should possess a bachelor’s degree or equivalent experience. Proficiency in MS Office and conflicts/workflow software is essential, along with strong analytical, research, and communication skills.
The position offers a salary range of $55,000 to $80,000 and requires the ability to work efficiently in a fast-paced environment, with responsibilities including training new hires and managing client files. The client is an Equal Opportunity Employer.