Holland & Knight

Lateral Intake Coordinator

Holland & Knight$76K — $114K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 3+ years in a similar role, preferably at a law firm.
  • Strong understanding of client intake processes and data management.
  • Excellent communication and interpersonal skills.
  • Ability to work well under pressure and manage multiple tasks simultaneously.

Responsibilities

  • Input key data into Intapp Intake for opening clients and matters.
  • Prepare draft engagement letters for incoming lateral partners and follow up.
  • Assist with data intake and ensure workflow steps advance appropriately.
  • Update client statuses in Integration Plans throughout the process.
  • Ensure smooth hand-off to assigned Practice Assistant for ongoing support.
  • Interface and communicate regularly with various teams across the firm.
  • Track and analyze status updates related to new clients and matters.

Benefits

  • Comprehensive medical, dental, and vision plans.
  • Life and AD&D insurance; short and long-term disability insurance.
  • Tax-advantaged accounts for healthcare expenses, including FSAs and HSAs.
  • 401(k) with profit sharing and backup dependent care options.
  • Behavioral health and counseling resources for all family members.
  • Paid holidays and other paid time off, including parental leave.
Full Job Description
This position may be filled in our Seattle or Portland office.

General Description:

We are seeking a Lateral Intake Coordinator to join our team. The Lateral Intake Coordinator will be responsible for assisting lateral partners with efficiently opening their portable work. This role collaborates with the Lateral Partner and across the firm to ensure that an incoming lateral partner's clients are cleared, opened, and data is organized correctly. The Lateral Intake Coordinator supports lateral partners during their onboarding process and subsequently works with the partner's assigned Practice Assistant to provide ongoing support once the partner's clients are set up.

Key Responsibilities and Essential Job Functions:
  • Inputs key data into Intapp Intake's request form to open clients and matters for Lateral Attorneys. Understands key areas where data may get stuck and helps problem solve. Continues to push forward the process.
  • Prepares draft engagement letters for incoming lateral partners by taking the portable matters chart provided by the Lateral Conflicts team. Reviews the drafts with the lateral partner once they have started. Follows-up with lateral partner on missing data to ensure that clients get opened expeditiously.
  • Assists with data intake, helping to ensure various workflow steps are advancing, including, ensuring matter-opening process is followed and interfacing with Information Governance team for data movement to appropriate workspaces/access. Follows-up with various groups, as necessary.
  • Updates client statuses in Integration Plans while opening clients, sending out engagement letters, etc.
  • Ensures a smooth hand-off to assigned Practice Assistant for ongoing support after portable clients have been successfully opened at HK.
  • Interfaces and communicates regularly with lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team and the Lateral Integration team.
  • Tracks, analyzes and provides status updates related to opening new clients/matters and getting data set up.
  • Special project and duties as assigned.


Required Skills:
  • Ability to work well under pressure and manage multiple tasks simultaneously.
  • Excellent communication and interpersonal skills.


Required Qualifications & Education:
  • Bachelor's degree.
  • 3+ years of experience in a similar role, preferably within a law firm or professional services environment.
  • Strong understanding of client intake processes and data management.


Physical Requirements:
  • Ability to sit or stand for extended periods of time.
  • Moderate or advanced keyboard usage.


This position may be filled in Washington. The base salary range for this position is $36.80 - $55.20/hr. An individual's actual compensation will depend on the individual's qualifications and experience. In addition to the base compensation, Holland & Knight provides bonus opportunities and an exceptional benefits package.

This position may be filled in multiple locations. In accordance with applicable Pay Transparency Laws, the pay range(s) for this position are listed below. These ranges may not be applicable to other locations. An individual's actual compensation will depend on the individual's qualifications and experience. In addition to the base compensation, Holland & Knight provides bonus opportunities and an exceptional benefits package.Washington: $36.80 - $55.20 per hour

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below are the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.

About Holland & Knight

Holland & Knight is a law firm with more than 1,400 lawyers in 27 offices throughout the world. The firm provides legal services in various areas, including litigation, business, real estate, and government. Holland & Knight has been recognized as one of the top law firms in the United States by various publications, including The American Lawyer and U.S. News & World Report. The firm was founded in 1968 and is headquartered in Jacksonville, Florida.
Learn more about Holland & Knight
Size
1,400 employees
Industry
Founded
1968

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