The Legal Researcher performs conflict of interest searches, assigning client and matter numbers, performing data integrity and research tasks, as well as responding to the requests for information from internal and external customers.

Legal Researcher Responsibilities:

• Responsible for performing conflict of interest searches, including corporate family tree research, use of natural language search terms and strong investigation skills
• Responsible for opening clients and matters using both Intapp workflow and Aderant Expert software tools
• Responsible for performing due diligence in conjunction with new attorney hiring
• Responsible for performing data entry of all new client and new matter fields in Aderant, as well as data integrity research and maintenance of the same
• Responsible for performing data changes within the Aderant and Intapp systems
• Responsible for researching mergers and acquisitions and making system changes that result
• Responsible for centralized tracking of firm contractual agreements with clients, including the extraction of key contractual elements into a specific tracking tool
• Responsible for client research in external providers databases such as Bureau van Dijk and Dun & Bradstreet, including cross-departmental assistance with that research, as well as auditing and updating prior such research
• Responsible for answering phone and email departmental inquiries and connecting customers with the appropriate resources to solve their problems
• Responsible for the recording and reporting involved in the centralized tracking of Client Engagement Letters, and well as Publicly Traded Client insider trading prohibitions
• Responsible for Semi-Annual matter clean-up assistance project work, amongst other projects.
• Work with other Team members to help team to evolve, grow, and comply with deadlines and time sensitive issues
• Actively participate in all projects assigned to the Business Intake Team
• Clear communication with attorneys and secretaries to obtain and clarify information
• This position reports to the Director of Business Intake Services and will require close interaction with all Business Intake Team members

Legal Researcher Requirements:

• Associate’s Degree required. Bachelor’s degree preferred
• Knowledge of Word, Excel, Outlook and other Microsoft applications
• Experience or ability to learn Aderant Expert and Intapp Open
• Proficiency in detailed online research
• Ability to perform basic natural language searches in Intapp Open, Bureau van Dijk, Dun & Bradstreet, Lexis-Nexis, Westlaw, Google or other resources
• Knowledge of conflict-of-interest principles that includes the ability to define relationships and related parties within the Conflict of Interest system as well as the ability to interpret Bureau van Dijk and Dun & Bradstreet data for this purpose
• Possesses interpersonal skills necessary in order to communicate and follow instructions effectively from a diverse group of clients, attorneys, and staff
• Prior legal training with knowledge of database search logic preferred .
• 2 years of prior law firm or similar professional experience preferred .