Rachel Edghill

Conflicts and Client Intake Manager

Role
Conflicts and Client Intake Manager at Chamberlain Hrdlicka
Location
Houston, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Rachel Edghill

In my current role as Conflicts and Client Intake Manager at Chamberlain Hrdlicka in the…

Experience

  1. Conflicts and Client Intake Manager

    Chamberlain Hrdlicka

    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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Rachel Edghill — Conflicts and Client Intake Manager at Chamberlain Hrdlicka in Houston, TX, US | Unifers