Business Intake Liaison

Overview

This role manages the intake process for new business at the firm, ensuring all required information is collected, verified for accuracy, and completed before being uploaded into firm systems. The position also leads cross-functional collaboration to ensure the intake workflow is efficient, accurate, and completed.

This position may be filled remotely or in any of the firm’s locations.

Responsibilities

• Own attorney requests to open new business in firm systems, including:
  • Collect defined intake information required to move a matter to “Open for Time” status (via direct attorney interview and/or attorney-completed intake form).
  • Collect defined secondary information required to move a matter to “Open for Billing” status.
• Evaluate data provided by other functional areas for accuracy before updating firm systems.
• Research and resolve reported inaccurate data through completion.
• Own and resolve issues arising in downstream functional areas due to incorrect data, minimizing effort for CRM and client.
• Manage the business intake process, including tracking and following up on outstanding items or issues until resolved.
• Maintain accurate, up-to-date business records in the firm database.
• Provide excellent customer service to clients and potential clients.
• Stay current on relevant cross-functional areas (e.g., conflicts, information governance, docketing, billing), understand stakeholder needs in the intake process, and build relationships that enhance 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 (Excel, Outlook, Word, PowerPoint, Microsoft Teams) and EMS required.
• 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 will vary based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges by location are:

• 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 salary ranges do not include a discretionary bonus. Bonus opportunities are non-guaranteed and depend on 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
• And more

Location

Remote or in any of the firm’s locations.