Manager of Conflicts, Client Intake & Engagement Compliance

About O'Hagan Meyer As a national law firm defending corporations, non-profits, associations and their officers & directors in every manner of litigation, O'Hagan Meyer provides individualized services that clients expect when defending cases against them. "Our clients require the highest level of service,"​ says partner Kevin O'Hagan. The firm understands that a client's time and money is valuable. Resolving matters quickly and efficiently as possible is the overall ethos of the firm. As soon as a matter comes in, O'Hagan Meyer attorneys aggressively develop a defense plan and plan for closure. Every case and client is unique. "We look at every methodology and do whatever it takes,"​ says O'Hagan.

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O

ohaganmeyer.com

501-1,000 employees

Law Practice

Chicago, Illinois

Partnership

26k LinkedIn followers

• Oversee conflicts searches, analysis, documentation, and resolution for prospective clients, new matters, insurers, insureds, adverse parties, and related entities.
• Ensure conflicts are appropriately reviewed and cleared before representation begins.
• Escalate complex legal and ethical issues, proposed waivers, and other substantive determinations to designated firm counsel.
• Maintain accurate records and establish consistent review and escalation procedures.
• Own the end-to-end intake process, from initial submission through conflicts clearance, required approvals, and matter setup.
• Establish and enforce standardized procedures, documentation requirements, approval workflows, and turnaround expectations across all offices.
• Ensure intake information is complete and accurate, including client, matter, party, insurer, billing, and responsible-attorney information.
• Coordinate with attorneys, billing, finance, and administrative departments to resolve deficiencies and ensure accurate client and matter setup.
• Establish controls to prevent duplicate records, incomplete data, and unauthorized or premature matter openings.
• Administer, monitor, and enforce the firm’s engagement letter policies and procedures.
• Ensure engagement letters are prepared, issued, tracked, and executed in accordance with firm requirements.
• Maintain centralized tracking of outstanding and overdue engagement letters and follow up with responsible attorneys and staff.
• Report compliance deficiencies, aging items, recurring issues, and policy exceptions to firm leadership.
• Establish escalation procedures for overdue engagement letters and repeated noncompliance.
• Coordinate approval and documentation of exceptions with designated firm leadership and counsel.
• Develop and maintain firmwide policies, procedures, internal controls, and quality standards.
• Lead and supervise conflicts and intake personnel, establishing performance expectations and accountability.
• Develop metrics and regular reporting for intake turnaround times, conflicts reviews, engagement letter compliance, and outstanding exceptions.
• Identify opportunities to improve workflows, automate processes, strengthen controls, and ensure consistent practices across offices.
• Provide training and guidance to attorneys and staff while maintaining appropriate confidentiality and data integrity.

• At least 5 years of law firm experience required.
• Substantial experience in conflicts management, client intake, engagement letter administration, or related law firm operations.
• Insurance defense or litigation law firm experience strongly preferred.
• Demonstrated ability to implement and enforce policies, monitor compliance, and address recurring deficiencies.
• Strong leadership, analytical, organizational, and communication skills, with the ability to work effectively with attorneys at all levels.
• Experience managing personnel, workflows, and firmwide processes in a multi-office environment preferred.
• Familiarity with law firm conflicts databases, practice management systems, and client intake processes.
• Sound judgment, discretion, integrity, and commitment to confidentiality.
• Success will be measured by consistent application of firm policies, timely and accurate client and matter intake, effective conflicts management, improved engagement letter compliance, reduced outstanding items, and reliable reporting and accountability across all offices.
• Salary range: $105,000 - $125,000
• Health Care Plan (Medical, Dental, & Vision)
• 401(k) Retirement Plan
• Life Insurance (Basic, Voluntary, & AD&D)
• Paid Time Off (Vacation, Sick Leave, & Company Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long-Term Disability
• Training & Development
• Free Food & Snacks in Office
• Wellness Resources

• Health Care Plan
• Medical
• Dental
• Vision
• 401(k) Retirement Plan
• Life Insurance
• Paid Time Off
• Family Leave
• Short Term Disability
• Long-Term Disability
• Training & Development
• Free Food & Snacks
• Wellness Resources
• Commuter Benefits