Business Intake Liaison

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Posted Oct 20, 2026

Remote · US Full Time

$47K – $146K/yr

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Overview

This role manages the business intake process for new work (clients and/or matters) and ensures information is collected, validated, and accurately entered into firm systems. The position partners across functional teams to keep intake efficient and completed end-to-end. The role may be filled remotely, or in one of the organization’s locations.

Responsibilities

Own attorney requests for business to be opened in firm systems, including:
- Collecting all defined intake information (via attorney interview and/or an attorney-completed intake form) to move a matter to “Open for Time” status.
- Collecting defined secondary information to move a matter to “Open for Billing” status.
Evaluate data submitted by other functional areas for accuracy before updating firm systems.
Research and resolve reports of inaccurate data until completion.
Take ownership of issues/problems that may arise in downstream functional areas due to incorrect data; resolve to completion while minimizing impact on 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 database.
Provide excellent customer service to clients and potential clients.
Stay current on cross-functional area needs and stakeholder positions throughout intake (e.g., conflicts, information governance, docketing, billing) and build relationships that strengthen the client and attorney intake experience.
Perform other duties as assigned.

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Requirements

High School Diploma or GED required; 2-year degree preferred.
3–5 years of relevant experience in a legal or customer service environment required, preferably in a professional services environment.
Proficiency with Microsoft Office applications, including Excel, Outlook, Word, PowerPoint, Microsoft Teams, and EMS.
Excellent client and customer service skills.
Ability to assess data accuracy related to matters and make sound judgments and decisions.
Knowledge of legal terminology and processes.
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/state:

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

Full-time benefits include:

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
Retirement plan participation after meeting eligibility requirements
And more