Legal PA (Asset Management)
to date. Sorting and processing incoming and outgoing mail. When required by fee earner, inputting timesheets onto Intapp Time...
to date. Sorting and processing incoming and outgoing mail. When required by fee earner, inputting timesheets onto Intapp Time...
(Intapp), differentiating between administrative "false positives" and genuine legal or commercial conflicts. Investigate... and collaborative, with a willingness to take on both complex and routine tasks as needed. Experience using Intapp and screening...
from the business and communicating decisions in a clear and concise manner. Reviewing risk assessments on IntApp. Conducting... conflict checks on IntApp and analysing results. Drafting KYC and conflicts summary analysis that provides direction to the...
of conflicts or AML regulations. Experience with Intapp is desirable but not essential. Strong attention to detail and ability...
practice systems (e.g., Elite 3E, Aderant, Intapp, Peppermint, iManage, BigHand). Knowledge of legal market procurement...
system. Ideally some experience of writing SQL for reporting. Ideally some experience of using IntApp Time or other time...
to enhance business acceptance processes and software functionality, particularly Intapp Open. Managing the induction...
Partners’ billing and financial requirements which includes:- Proactive billing and credit control: Check InTapp time... with the firm's client onboarding platform, InTapp Intake Liaise with client regarding information/documentation...
products such as InTapp (ideal), iManage Work, NetDocuments, Krystal DMS, LogicalDoc or similar. Experience working...
, Intapp, iManage). What sets this role apart You will be the first point of escalation, giving you visibility...