New Business Intake (Conflicts) Specialist
Company: SourcePro Search
Location: Dallas
Posted on: April 2, 2026
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Job Description:
SourcePro Search has a fantastic opportunity for a Conflicts
Specialist with 2 years of experience with our large global law
firm client. This role offers a competitive compensation package, a
great work environment and excellent growth potential within a
leading global law firm. The New Business Intake Specialist is
responsible for the daily processing of new matter information;
maintenance of existing information as requested by the attorneys
and staff and assisting with the upkeep of the firm wide ethical
wall program. This position must have excellent data entry skills
and posses the ability to work in a fast-paced, demanding
environment. Duties & Responsibilities: Review of matter packets
for accuracy and completeness based on departmental guidelines
before submitting to the Client Duty Officer for approval Review of
AML documentation for accuracy and compliance for New Client Matter
Packets received; communicating missing information to the
requestor. Notifying the AML Coordinator, in full detail, of
questionable documentation or requests. Corresponding with the
designated Compliance Officer when necessary. Tracking the approval
process of the client intake package and any applicable engagement
letters, consent letters, waiver letters and any other
documentation required by Firm and departmental practices and
procedures. Entering new client/matter information into Elite, the
Firm’s financial database being careful to meet all client and
billing attorney requests and requirements including the accurate
completion of all client/matter fields. Notifying attorneys,
secretaries and applicable records department of new number
assignment. Daily maintenance and upkeep of the Firm’s client and
matter information in Elite. Making various changes to client and
matter records as requested by Firm personnel, obtaining approvals
when appropriate. Assist with the upkeep of the ethical wall
system, including corresponding with attorneys and staff inquiries
on logic behind an ethical screen; including researching the need
for the ethical wall; the review of prohibited users and updating
the system, if applicable, based on the attorney feedback.
Preparation of timekeeper reports for the audit staff, paying close
attention to date deadlines. Carefully adhering to the departmental
and Firm standards as they relate to obtaining executed engagement
letters. Assisting all Firm personnel with Client Intake requests,
questions, and projects. Additional responsibilities and projects
as assigned by the Senior Client Intake and Conflicts Manager or
the Lead Conflict Analyst/AML Coordinator. Education & Experience:
Bachelor’s Degree required; prior law firm experience preferred but
not required. Strong analytical skills, as well as ability to
organize and produce detailed and accurate work. Ability to
multi-task, excellent written, oral and communication skills.
https://sourceprosearch.com/
Keywords: SourcePro Search, Dallas , New Business Intake (Conflicts) Specialist, Legal , Dallas, Texas
