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 intake process for new work (clients and/or matters) within a multi-location litigation and business law firm. Responsibilities include gathering and verifying required information from attorneys and/or clients before uploading details into firm systems, as well as coordinating cross-functional collaboration to ensure intake is completed efficiently and accurately.

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

Responsibilities

Own attorney requests for business to be opened in firm systems, including:
- Attaining defined intake information required to move a matter to “Open for Time” status (via direct attorney interview or attorney-completed intake form)
- Attaining 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 reported inaccurate data through completion
Own issues and/or problems arising in downstream functional areas due to incorrect data; resolve to completion while minimizing impact on the CRM and the client
Manage the business intake process by tracking and following up on potential 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 (e.g., conflicts, information governance, docketing, billing) and their needs during the intake process by building 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 required, preferably in a professional services environment
Proficiency in Microsoft Office applications, including 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:

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 above do not include a discretionary bonus. Bonus opportunities are non-guaranteed and dependent 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