Lateral Support Specialist

Position Summary:

The Lateral Support Specialist will work under the direction of the Conflicts Manager and also work closely with the Conflicts and Intake Attorneys, Attorney Onboarding Manager and the department Director. The position plays a vital role in the onboarding process for new lateral attorneys.

This specialized role coordinates the administrative aspects of the lateral attorney onboarding process, ensuring compliance with Firm policies while providing exceptional support to incoming attorneys and the broader lateral onboarding team.

The ideal candidate combines strong organizational skills, attention to detail, and the ability to train and guide other support staff through the lateral onboarding process. This position will also participate in processing daily conflicts checks for existing firm attorney as the workload requires. 

Key Responsibilities:

Conflicts and Intake Processing

• Prepare and submit comprehensive conflicts check and client/matter intake requests for potential lateral hires using the firm's conflicts management system (Intapp)
• Gather required information from lateral candidates regarding current and previous clients, matters, and business interests
• Track conflicts check status and coordinate with the Conflicts Department to resolve identified issues
• Maintain accurate documentation of all conflicts processes for compliance and audit purposes
• Process lateral attorney intake forms, ensuring completeness and accuracy of all required information
• Create and maintain lateral candidate files according to firm standards and retention policies

Client Engagement Administration

• Draft engagement letters, and client transfer letters, for lateral attorney clients following firm templates and requirements
• Coordinate and track client transition communications, including transfer letters, in partnership with the lateral attorney and other onboarding team members
• Coordinate and track any needed waiver letters and assist with ethical wall implementation when required by conflicts analysis
• Serve as a key administrative support point of contact for lateral attorneys during the onboarding process
• Create and maintain onboarding checklists customized to each lateral attorney's clients, practice area and needs
• Provide regular status updates to the lateral attorneys and management on lateral onboarding progress

Training and Process Improvement

• Train other legal support specialists in lateral attorney onboarding procedures and best practices
• Develop and update standard operating procedures for lateral attorney administrative support
• Conduct training sessions on conflicts processing, client intake, and engagement letter drafting
• Mentor new administrative staff on lateral integration support techniques
• Identify opportunities for process improvement and implement efficiency enhancements
• Maintain current knowledge of firm administrative systems and communicate updates to support team

Compliance and Documentation

• Assist with audits of lateral attorney files and onboarding documentation
• Monitor compliance with firm standards for client engagement and conflicts management
• Ensure proper documentation of client transitions in accordance with ethical requirements

Job Requirements:

• Bachelor's degree, preferred
• 5+ years of experience in a legal administrative support role, preferably in a large law firm environment
• Exceptional attention to detail and commitment to accuracy
• Strong written communication skills with ability to draft professional correspondence
• Experience with Microsoft Office suite as well as specialized legal software including Elite 3e, NetDocs and Intapp
• Proactive problem-solver with a solutions-oriented mindset
• Patient and effective communicator with strong interpersonal skills
• Adaptable team player who thrives in a fast-paced environment
• Professional demeanor and commitment to service excellence
• Self-motivated with ability to work independently and as part of a team
• Commitment to continuous learning and process improvement

Why Join Bradley?

We offer more than just a job — we provide a place to build your career. Bradley offers:

• Competitive salaries, commensurate with experience.
• Comprehensive benefits including medical, dental, vision, life, disability, and retirement.
• Professional development support, including CLE tracking and training programs.
• A collaborative, inclusive, and supportive culture.

Bradley is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation and gender identity or expression), marital status, age, physical or mental disability, veteran status, genetic information, or any legally protected status.