Boston MA

Senior Intake Attorney

CM Legal

Senior Intake Attorney
The Senior Intake Attorney will support various firm initiatives related to new business intake and conflicts of interest.  The Senior Intake Attorney will focus primarily on executing processes related to new client review, identification and resolution of conflicts, and outside counsel guideline review.  This position will report to the Client Intake Manager and work closely with the Firm’s ethics member.

  • Process the intake of prospective new clients on behalf of sponsoring Firm attorneys including, but not limited to, performing conflict of interest checks, reviewing resulting conflict reports and identifying any conflicts of interest, communicating with affected attorneys to resolve any such conflicts, and drafting engagement letters and any necessary waivers.
  • Ensure the collection and maintenance of accurate records related to intake of new clients, including the firm’s conflicts records, intake forms, engagement letters, and outside counsel guidelines.
  • Liaise with internal firm stakeholders as necessary to mitigate potential risks associated with the intake of new business and client-tendered outside counsel guidelines.
  • Review outside counsel guidelines, identify potential issues, liaise with internal firm stakeholders regarding the same, draft and revise related agreements, and communicate and negotiate with clients, as requested.
  • Draft waivers of conflicts of interest, as requested.
  • Utilize internal and external research tools to identify potential risks associated with intake of new clients.
  • Perform quality checks of Intake Attorney submissions from time-to-time to ensure compliance with best practices.
  • Act as a resource and subject matter expert for the Department as well as firm attorneys and assistants on conflict of interest and any and all matters related to the intake of new clients, new matters, lateral conflict clearance, and the like.
  • Work closely with the Firm’s ethics officer to ensure best practices are applied when engagement letters are developed and implemented; ensure the terms of engagement letters are adhered to.
  • Potentially assist in the review and implementation of  new software tools as they pertain to the Department’s functions including, but not limited to, ethical walls and outside counsel guidelines.
  • Maintain a working knowledge of firm trends and developments as they impact the Department and its processes to better manage ethical and business risks.
  • Assist with the preparation, implementation, and maintenance of ethical walls.
  • Assume additional responsibilities as requested at the direction of Client Intake Manager or the Firm’s ethics officer.
  • This role requires 60% in office presence; remote work is permissible 40% of the time.


  • Bachelor’s degree and JD required.
  • 4+ years of law firm experience in the same or similar role required.
  • Working knowledge of ethical, legal, and risk management rules and requirements, with a willingness to learn substantive law required.
  • Ability to function in a fast-paced, service-oriented environment, prioritize multiple projects on a daily basis, and adjust to shifting priorities.
  • Excellent written and verbal communications skills.
  • Experience with conflicts software such as Intapp.
  • Knowledge of Elite 3E or other billing software.
  • Proficiency using on-line research tools such as LexisNexis.
  • Excellent legal research, writing, and communication skills. 
  • Strong sense of urgency.
  • Facility analyzing, working with and presenting data.


  • Ability to collaborate and gain the respect, trust, and confidence of the Firm’s attorneys and professional staff.
  • Outstanding sense of customer service, with a demonstrated service driven attitude and ability to professionally collaborate with attorneys, staff, and co-workers within the firm.
  • Strong planning and organizational skills including demonstrated ability to manage multiple, diverse projects concurrently.
  • Analytical and creative approach to problem-solving.
  • Demonstrates sound discretion and judgment in making and communicating decisions.
  • Possess a “hands-on” tactical approach.
  • Creative and proactive approach to problem solving.
  • Facilitate teamwork and identify opportunities to develop new processes/infrastructure.
  • Demonstrated ability to grasp and implement new concepts quickly.
  • Strong analytical abilities, resourcefulness, and attention to detail.
  • Ability to work independently and as part of a team with a proactive and positive style that fosters collaborative working relationships.
  • Must be highly responsive and possess a strong sense of urgency.
  • Deep personal commitment to integrity, excellent judgment, and the highest standards of ethics.
  • Must display the highest level of diplomacy, tact and discretion, with comfort in handling and maintaining confidential information.
  • Excellent computer skills, including proficiency in using Microsoft Word, Outlook, Excel and PowerPoint.  Ability to quickly get up to speed and master new applications and software is critical.

The salary range for this position in CA and NY is $135,000 to $170,000. This position is bonus eligible.
The firm offers a comprehensive benefits package. 

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