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Business Intake Researcher

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Davis Wright Tremaine
Full Time position
Listed on 2026-02-07
Job specializations:
  • Law/Legal
    Legal Counsel
Salary/Wage Range or Industry Benchmark: 96000 - 103000 USD Yearly USD 96000.00 103000.00 YEAR
Job Description & How to Apply Below

Overview

This is an exciting opportunity to work for one of the top law firms in the U.S. Davis Wright Tremaine LLP is looking for a Business Intake Researcher to join our team in our Seattle, Portland, San Francisco, Los Angeles, New York, or Washington, D.C. offices. This position is responsible for performing a variety of tasks related to the screening of potential client engagements in accordance with the firm's risk management procedures and policies.

The role offers the flexibility to be fully remote while working within reasonable commuting distance from any of our offices.

At Davis Wright Tremaine, you will find challenging assignments, opportunities for professional growth and community involvement, and a culture of inclusion. DWT fosters inclusiveness and authenticity. Regardless of position, everyone here has a voice and the support is unparalleled.

Responsibilities
  • Gather and analyze financial information, regulatory and litigation histories, and recent news from external corporate and governmental databases (such as Dun & Bradstreet, TLO, Bloomberg, Lexis, SEC, etc.) from a risk management and due diligence perspective.
  • Work with intake attorneys and reviewing attorneys (Practice Group heads and Partners in Charge) responsible for new client and new matter intake in evaluating risk management issues related to new clients and matters. Collaborate with litigation partners to assess financial viability of potential new matters through external corporate research and analysis.
  • Run special searches as needed to identify potential risk management or business issues with respect to incoming lateral attorneys, potential mergers, and other special circumstances.
  • Participate in special projects involving new business intake best practices and risk management initiatives within the Information Governance department.
  • Assist the Conflicts team as needed in assessing whether a conflict of interest exists under the applicable Rules of Professional Conduct.
  • Partner with the Quality Assurance Committee (QAC) Paralegals to assist the Claims Counsel and General Counsel with interpreting and executing Litigation Holds, Subpoenas, and Protective Orders; and assist in the Outside Counsel Guidelines (OCG) intake process.
  • Assist with other research and administrative tasks, and/or support cross-departmental teams as assigned.
Qualifications
  • 5+ years' experience with compiling and analyzing risk assessment reports.
  • Prior experience with corporate risk assessment research and analysis and/or investigative due diligence, including the ability to analyze, cross-reference and summarize findings from third-party proprietary databases and public records such as Dun & Bradstreet, Lexis, TLO, Bloomberg, etc.
  • Bachelor's Degree;
    Advanced legal or business degree or KYC/AML compliance certification preferred.
  • Understanding of KYC/AML requirements; ability to read financial statements; knowledge of and ability to analyze SEC filings; familiarity with current trends in the legal and financial services industries.
  • Strong communication skills, verbal and written.
  • Strong attention to detail, analysis, proofreading and organizational skills.
  • Strong interpersonal skills, team player able to work in a fast-paced environment.
  • Strong customer service skills, including understanding and responding quickly to a variety of inquiries.
  • Ability to contribute ideas for process improvements.
  • Ability to work under pressure and meet project deadlines with expedited turnaround times.
  • Experience with Microsoft Office; familiarity with Intapp and data intake processing software.
Who We Are

Davis Wright Tremaine LLP is an AmLaw 100 law firm with 9 offices nationwide. We are relentlessly committed to client service and look for candidates who share that commitment. At DWT, client service means having empathy for each client's and each lawyer's work and personal pressures, business objectives, and legal needs; anticipating their needs; and having the capabilities and commitment to deliver what matters most to them.

What’s

in It For You?

DWT offers competitive compensation in addition to ample benefits including but not limited to:

  • Choice of health and vision insurance plans
  • 2 paid volunteer days for qualifying community service work
  • Dental plan
  • Fertility and adoption benefit
  • Paid sabbatical after 13 years of service
  • Tuition reimbursement
  • Commuter benefits
  • Retirement contribution
Salary by Location

The annualized salary ranges are location-based and subject to adjustment based on experience and other job-related factors. Examples include:

  • Washington (WA): $86,000 to $92,000 and related benefits.
  • California (Los Angeles, San Francisco): $86,000 to $92,000 in LA; $96,000 to $103,000 in SF, plus benefits.
  • New York (NYC): $86,000 to $92,000, plus benefits.
  • District of Columbia (DC): $85,000 to $89,000, plus benefits.
Other

This job description intends to describe the general nature and level of work being performed. It is not intended to include all duties and responsibilities. The firm provides…

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