Legal & Client Intelligence Specialist

Cooley is seeking a Legal & Client Intelligence Specialist to join the Legal Intelligence team.

Position summary: Cooley Information Services (IS) embraces a culture of customer service excellence and all members of the department are expected to move this agenda forward. To that end, the Legal Client Intelligence Specialist is expected to recognize that the Cooley IS department is a service organization first and foremost and will be evaluated on this requirement equal in importance to the technical or operational responsibilities outlined later in this document.

Under the direction of the Legal Intelligence Manager, the Legal & Client Intelligence Specialist will work as a team member in our Legal Intelligence department to help provide cost effective, accurate and timely research to support attorneys working on client matters. Specific duties and responsibilities include, but are not limited to, the following:

Position responsibilities:

Legal Intelligence:

• Assist in the provision of current awareness services, including curated bulletins and alerts, aggregated news services and litigation and legislative tracking services to support attorney client matters and other legal intelligence requirements
• Independently determine appropriate outside sources and arrange for timely and cost-effective retrieval/borrowing
• Proactively and independently responsible for balancing workload by monitoring incoming requests, assessing time constraints, and estimating research time needed
• Work collaboratively with peers, as needed in responding to research requests
• Responsible for ensuring any research requests are accurately entered and managed in the firm's research management platform - Quest
• Ensure accurate and timely entry of billable time via IntApp entries prior to month-end closing

CRM Data:

• Apply firm taxonomy to data within CRM system
• Use third party software and databases, and internal research team data to enrich and classify CRM data to enhance reportability by different criteria
• Implement, validate and update connections between CRM system and other internal and external databases, such as PitchBook and Capital IQ
• Document business processes for adding metadata - appropriate keywords, categories, and other identifying tags to the Firm's client account and market data
• Apply Parent/Child hierarchy structure to relevant account records
• Maintain tagging accuracy and comprehensiveness
• Ensure Competitive Intelligence work products are accurately appended to relevant account records
• Analyze processes and workflows regularly to find opportunities for improvement
• All other duties as assigned or required

Skills & experience:

• 3+ years knowledge and experience conducting research using external research tools (e.g., Westlaw, Lexis, PitchBook, Capital IQ, Deal Point Data and mining internal data in CRMs, business intelligence and financial systems)
• Legal, business and industry research skills
• Basic knowledge of CRM reporting (preferably Salesforce)
• Intermediate/advanced excel skills
• An understanding of the legal professional ethics and copyright environment that surrounds intelligence-gathering activities

Competencies:

• Excellent research, analytical, written, verbal communication and presentation skills
• Intellectual curiosity - the ability to identify patterns, discrepancies, and issues, and the ability to devise plans to resolve issues
• Attention to detail
• Team player with the ability to foster a culture of teamwork and cooperation
• Ability to work in a fast-paced environment with demonstrated ability to coordinate multiple competing tasks and demands, provide high levels of customer service and maintain a professional demeanor at all times
• Strong interpersonal skills and the ability to collaborate and communicate with staff at all levels
• The ability to work well and thrive in a collaborative team environment
• Ability to keep current with new developments, master new technologies, and adapt to change
• Exceptional customer service skills
• Demonstrated ability to maintain and support a customer service philosophy

Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. EOE.

The expected hourly pay range for this position is $43.00 - $53.00. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.

We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.