layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Manager of Conflicts, Client Intake & Engagement Compliance at O'Hagan Meyer

Conflicts Management
· 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.
Client and Matter Intake
· 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.
Engagement Letter Compliance
· 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.
Leadership, Reporting & Process Improvement
· 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.

Manager of Conflicts, Client Intake & Engagement Compliance

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