Business Intake Liaison

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Posted Oct 20, 2026

Remote · US · ask about Worldwide Full Time

$47K – $146K/yr

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Overview

This role manages the intake process for new work (clients and/or matters) for a full-service litigation and business law organization with multiple locations across the United States. Responsibilities include gathering required information, verifying accuracy before uploading to firm systems, and coordinating with cross-functional teams to ensure intake is completed efficiently and correctly. The position may be filled remotely, or in any of the firm’s locations.

Responsibilities

Own attorney requests for business to be opened in firm systems, including:
- Attain the 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 before updating it into firm systems.
Research and resolve reports of inaccurate data through completion.
Own issues and/or problems that may arise in downstream functional areas due to incorrect data; resolve issues to completion, minimizing the impact to CRM and clients.
Manage the business intake process by tracking and following up on outstanding items and/or issues until resolved.
Maintain accurate and 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.), understand stakeholder needs in the intake process, 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’ relevant experience in a legal or customer service environment, 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.
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 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

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; an employee assistance program; Paid Time Off; paid holidays; participation in a retirement plan program after meeting eligibility requirements; and more.