Intake Coordinator

Boardman Clark is one of Madison’s pre-eminent law firms. We serve individuals, businesses, and public sector clients. While we have strong Madison roots, our practice has broader regional, national, and global reach. 

At Boardman Clark, we are proud to offer big-firm capabilities with a small firm handshake. We do this by keeping our clients, our people, and our community at the focal point of everything we do. Together, we can chart the best path forward.

Boardman Clark​’s 20,000+ square foot office overlooking Madison’s Capitol Square is the place our firm calls home. It’s the place where attorneys, clients, administrators, support staff, and community stakeholders all come together. Centrally located, our offices are an ideal spot for meetings and planning strategy. Our offices are located on the fourth and fifth floors of the U.S. Bank building; only minutes to dozens of restaurants and shops. With access to a rooftop patio and garden, it is also a great place to unwind after work for events and to take in everything downtown Madison has to offer.

If you are passionate about using your organizational skills to separate yourself from the competition, appreciate working in a fast-paced environment in the heart of downtown Madison, and enjoy variety and challenge in your work, then you should consider joining the Boardman Clark team.

Pay Range: Starts at $21 per hour

Employment Type: Full-Time

Reports To: Human Resource Manager

Boardman Clark is an Equal Employment Opportunity/​Affirmative Action Employer.

Job Overview

The Intake Coordinator will be responsible for managing the intake and conflict check process, ensuring that all relevant information is accurately collected and documented to ensure accuracy in our database and billing. 

Responsibilities

• Accurately document client information and case details in the firm’s database.
• Responsible for the electronic file opening process for all matters throughout the firm. This process includes ensuring proper information is entered into our database and conflict checks are completed timely and accurately. 
• Maintain confidentiality and handle sensitive information with discretion.
• Collaborate with attorneys and staff to ensure accurate information for each client and matter. 
• Familiar with the process of storing and retrieving physical files to serve as backup. 
• Provide administrative assistance and backup to the Office Services team. 
• Provide backup to Receptionist on a regular basis for breaks and absences. 

Qualifications

Education: High School diploma and/​or Associate Degree

Skills:

• Strong attention to detail. 
• Proficiency using computer software and databases.
• Additional education or certification in legal studies is a plus.
• Previous experience in a legal setting or customer service role preferred.
• Excellent communication and interpersonal skills.
• Ability to handle sensitive information with professionalism and discretion.
• Ability to work independently and as part of a team.

Personal characteristics: Reliable, Detail oriented, Professional, Collaborative, Proactive