Intake Analyst (San Diego or San Francisco)


Posted On: 09.07.2017
Department: Operations
Office: San Diego, CA

The Intake Analyst will be responsible for analyzing and interpreting conflict reports regarding new client business. The Intake Analyst will identify and communicate potential conflicts to the attorneys and assist with the daily functions of the Client Intake Department. This position reports to the Client Intake Manager. ‚Äč This position may be located in either our San Diego or San Francisco office.


Review and analyze conflict of interest reports for all new Firm business to identify potential conflict issues.

Verify that conflict searches are complete, consistent and accurate.

Prepare assessments summarizing conflict analysis results.

Assist in the review and approval of new client intake submissions.

Request additional information from the inquirer when necessary.

Provide guidance to attorneys and assistants regarding conflicts and intake policies/procedures.

Respond to conflict and client intake related inquiries and requests promptly, with courtesy and efficiency.

Fulfill special conflict information requests as required.

Re-open and close clients and matters, as requested.

Process client/matter change requests.

Assist with the review and analysis of lateral hire conflict of interest reports as requested.

Assume additional responsibilities as requested.


Bachelor’s degree required.

3+ years of experience with conflicts analysis required; prior experience in a large law firm environment a plus.

Knowledge of conflict rules under the Rules of Professional Conduct.

Possess excellent written and verbal communication skills.

Strong organizational and administrative skills.

Excellent attention to detail and ability to execute through to completion.

Creative problem solving skills, reasoning ability and logical thought process.

Ability to work under pressure, prioritize competing demands and meet various deadlines.

Demonstrated ability to professionally interact and collaborate with colleagues at all levels.

Ability to work independently and as part of a team.

Outstanding sense of customer service.

Enthusiastic, proactive and positive attitude.

Ability to handle confidential matters with discretion.

Must be self-motivated to produce quality work.

High level of integrity and honesty.

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.

Flexibility to work overtime when necessary.