Business Intake Liaison

Overview

This role manages the business intake process for new work (clients and/or matters) within the organization. Responsibilities include gathering required information from attorneys and/or clients, reviewing and evaluating the accuracy of that information, and ensuring it is uploaded into firm systems. The position also partners cross-functionally to keep the intake workflow efficient, accurate, and completed end-to-end.

This position may be filled remotely, or in any of the organization’s locations across the United States.

Responsibilities

• Own attorney requests for business to be opened in firm systems, including:
  • Attain defined intake information required via direct attorney interview or attorney completed intake form to move a matter to “Open for Time” status.
  • Attain defined secondary information to move a matter to “Open for Billing” status.
• Evaluate data provided by other functional areas for accuracy prior to updating firm systems.
• Research and resolve reports of inaccurate data through completion.
• Take ownership of issues/problems that may arise in downstream functional areas due to incorrect data; resolve to completion, minimizing impact to the CRM and client.
• Manage the business intake process by tracking and following up on outstanding items and/or issues until resolved.
• Maintain accurate, up-to-date business records in the firm’s database.
• Provide excellent customer service to clients and potential clients.
• Stay current on cross-functional areas (conflicts, information governance, docketing, billing, etc.), including their stakeholder positions/needs in the intake process, and build relationships that strengthen the client and attorney intake experience.
• Other duties as assigned.

Requirements

• High School Diploma or GED required; 2-year degree preferred.
• 3-5 years’ relevant experience in a legal or customer service environment required, preferably in a professional services environment.
• Proficiency in Microsoft Office applications, including Excel, Outlook, Word, PowerPoint, Microsoft Teams, and EMS.
• Excellent client and customer service skills.
• Ability to assess the accuracy of data associated with matters and make sound judgments and decisions.
• Knowledge of legal terminology and processes required.
• Excellent written and oral communication skills.
• Excellent time management skills.
• Excellent research, interpersonal, and organizational skills.
• Ability to work under pressure in a fast-paced environment.

Compensation & Benefits

Compensation is commensurate with skill and experience. The exact compensation varies based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges by location/jurisdiction:

• State of California: $72,000 - $146,000
• Cleveland, OH: $69,000 - $101,000
• State of Colorado: $66,000 - $118,000
• Columbus, OH: $67,000 - $98,000
• State of Connecticut: $57,000 - $144,000
• State of Illinois: $65,000 - $126,000
• State of Maine: $49,000 - $113,000
• State of Maryland: $70,000 - $105,000
• State of Massachusetts: $72,000 - $137,000
• State of Minnesota: $72,000 - $119,000
• Jersey City, NJ: $78,000 - $141,000
• State of New York: $67,000 - $144,000
• State of Vermont: $71,000 - $136,000
• State of Virginia: $47,000 - $136,000
• State of Washington: $70,000 - $132,000
• Washington, D.C.: $93,000 - $136,000

The listed salaries do not include a discretionary bonus. Bonus opportunities are non-guaranteed and depend upon individual and firm performance.

Full-time employees receive benefits including:

• Medical and dental coverage
• Life insurance
• Short-term and long-term disability insurance
• Pre-tax flexible spending account for certain medical and dependent care expenses
• Employee assistance program
• Paid Time Off
• Paid holidays
• Participation in a retirement plan program after meeting eligibility requirements
• Additional benefits

Location

Remote or in any of the organization’s locations across the United States.

Additional Information

Reasonable accommodations will be provided as necessary for individuals with disabilities to apply for and/or perform the essential functions of the position.

EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.