Rachel Edghill
Conflicts and Client Intake Manager
- Role
- Conflicts and Client Intake Manager at Chamberlain Hrdlicka
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Rachel Edghill
In my current role as Conflicts and Client Intake Manager at Chamberlain Hrdlicka in the…
Experience
Conflicts and Client Intake Manager
Jan 2023 — Present · Houston, TX, US
Safeguarding the firm by leading client intake, conflict analysis, and risk management. Utilizing Intapp expertise to ensure accuracy, compliance, and efficient new business operations-Directs the day-to-day New Business Intake and conflicts process including conflicts analysis, including lateral conflicts-Reviews engagement letters, new client/matter forms and all documentation for completion; accuracy, appropriate attorney assignment; rates; description of engagement; identification of parties, adherence to policies, etc-Serves as the Secretary of the Risk Management committee to keep minutes and assist General Counsel-Assists General Counsel in conflicts analysis to safeguard the firm-Ensures attorney compliance to firm standards with regard to Engagement Letters and Terms of Business -Works with Management to establish and update Firm policies and procedures as related to Client Intake and Conflicts-Oversee the Conflicts searching and reporting operations and assist with Conflicts Resolution Process-Assist with establishing departmental service level expectations and best practices-Assist in training attorneys and staff in new business intake procedures and conflicts procedures-Responsible for direction, supervision, and training/development of department personnel on Intapp software-Manages Intapp project development for new forms within the firm including the coding, formulation and testing of new workflows as needed -Manages user permissions within Intapp, mitigates technical errors, and works with outside IT contractors as needed -Advises management on best practices within Intapp-Assists in analyzing systems and processes, investigates ways to improve, automate and streamline processes-Participates in employee evaluations, counseling and recommendations regarding assignments-Assists with planning, monitoring and appraising employee job performance-Spearheaded the migration and integration of Intapp software system May 2023
Education
University of North Texas
BA
University of North Texas
MS
Skills
- Social Media Marketing
- Microsoft Office
- Database Research
- Management
- Customer Service
- Training
- Interviews
- Social Media
- Legal Research
- Crm
- Risk Assessment
- Regulatory Compliance
- Legal Compliance
- Outlook
- Email Marketing
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