Business Intake Liaison

Overview

This role manages the intake process for new work (clients and/or matters) and ensures the information provided is accurate, complete, and ready to be uploaded into firm systems. The position also coordinates cross-functional collaboration to keep the intake process efficient, accurate, and completed end-to-end. This position may be filled remotely or in any of the organization’s locations.

Responsibilities

• Own attorney requests to open business in firm systems, including:
  • Collecting defined intake information via direct attorney interview or 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 provided by other functional areas for accuracy before updating firm systems
• Research and resolve reports of inaccurate data through completion
• Own issues and/or problems that arise in downstream functional areas due to incorrect data; resolve through completion while minimizing effort required of CRM and the client
• Manage business intake workflow, tracking and following up on outstanding items or issues until resolved
• Maintain accurate and 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 position in the business intake process (e.g., conflicts, information governance, docketing, billing) and build relationships to strengthen the client and attorney intake experience
• Perform other duties as assigned

Requirements

• High School Diploma or GED required; 2-year degree preferred
• 3–5 years of relevant experience in a legal or customer service environment, preferably in a professional services environment
• Proficiency in Microsoft Office applications: Excel, Outlook, Word, PowerPoint, Microsoft Teams, and EMS
• Excellent client and customer service skills
• Ability to assess the accuracy of matter-related data 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 varies 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

These salaries 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
• Participation in a retirement plan program after meeting eligibility requirements
• And more

Location

Remote or in any of the organization’s locations.

Additional Information

• Reasonable accommodations will be provided as necessary for individuals with disabilities to apply for and/or perform essential functions of the role.
• Application materials: submit a cover letter and resume.
• EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.