Moira Kelly Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Responsible for all aspects of data integrity, including the review of all new clients, new matters for existing clients, revisions to existing files, closing of files, and reopening of files for 500+ attorneys. • Facilitate status of requests moving through the system to address any issues that holding up a matter or to resolve issues with opening of matter.• Maintain system integrity for NBI databases including party name clean-up and review for accurate information.• Partners with the Office of General Counsel in facilitating the review of engagement letters. Oversees the catalog of executed engagement letters, templates, and sample retention letters.• Maintain admin functionality in all databases which includes attaching documents, moving requests along to the next step, and coordinating an ongoing quarterly file closing project.• Oversaw the creation/launch of the current intake system for billable, pro bono, and non-chargeable intake forms. Advising on the updated workflow process beginning in the summer of 2020.• Created and maintained Standard Operating Procedures for the Business Intake process, as well as documentation on behalf of Accounting for the client/matter number assignment process.

Chicago, Illinois, United States

Hired as a Conflicts Analyst to run searches. Promoted to Senior Conflicts Analyst, and ultimately to Conflicts Analyst Trainer.• Trained and mentored new Conflicts hires on Firm policies and procedures relating to the conflict clearing process.• Instrumental in the department’s database conversion to LegalKEY and transition into a paperless environment.• Performed conflict searches and provided resolution summaries.

Greater Chicago Area

Hired as a Conflicts Analyst/Project Assistant. • Senior Project Assistant on modernization project to digitize documentation for the Trust and Estates department. • Analyzed conflict reports including documenting potential conflict situations and proposed resolutions.• Tracked and communicated change in status of pending conflicts and matters upon resolution of potential conflict.