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Administrator, Client Intake

7 months ago

Toronto, Canada Borden Ladner Gervais LLP Full time

We are BLG: Canada’s Law Firm. Our culture is one of vigilance and curiosity, Firm-wide collaboration, unfailing mutual respect and dedication. We pride ourselves on having standout talent and delivering an exceptional client experience.

We are a future-minded Firm delivering high-value advice and known for our unwavering commitment to innovation, diversity and inclusion, community involvement and talent development. Learn more about us at


Purpose of the Role

The Administrator, Client Intake & Billing will be expected to support a range of services including reporting conflict search results, opening new clients/matters and billing and provide administrative support.

Key Responsibilities- Perform conflict searches and analyze results and tracking results, in accordance with established protocols- Review of client/matter intake requests in compliance with Firm protocols- Open files, assist with billing functions in accordance with client requirements and established protocols- Perform ongoing client profile updates (client name change, reopening, additional parties)- Overseeing minute book transfers, including opening new clients/matters or existing clients/new matters through InTapp- Complete new business intake procedures- Review of client billing on a monthly basis ensuring that docketing narratives are being followed- Tracking matter budgets and preparing and monitoring matter tracker to be sent to client on a monthly basis- Tracking the security of all client matters with respect to conflicts, adding and updating lawyers and clerks as required

Key Competencies- Knowledge of conflict of interest process and general principles- Excellent interpersonal, organization, communication, and time management skills- Strong problem solving and decision making skills with the ability to assess situations objectively in a time sensitive environment- Experience in database searching and interpreting data- Ability to work independently within a team environment, follow instructions with mínimal supervision and take initiative- Ability to work well under pressure- Ability to set priorities to meet tight deadlines- Detail-oriented individual with strong writing and proofreading skills

Additional Requirements- Minimum three years of experience in a legal environment preferred; or any equivalent combination of training, education, and experience that demonstrates the ability to perform the duties of the position- Proficient in office software: Word, Excel, and Outlook- Knowledge of SharePoint, InTapp Open Conflicts and Intake; CMS Aderant; Progress; World-Check would be an asset- Bilingual in French and English would be an asset