Business Intake Liaison

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Posted Oct 20, 2026

Remote · US · ask about Worldwide Full Time

Est. $65K – $110K/yr

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Overview

The organization is seeking a Business Intake Liaison responsible for managing the intake process for new work (clients and/or matters) in the firm systems. This includes gathering required information from attorneys and/or clients, reviewing and evaluating the accuracy of submitted information, and ensuring details are correctly entered into firm systems. The role also leads cross-functional collaboration to keep the intake process efficient, accurate, and completed.

This 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:
- Obtain defined intake information required to move a matter to “Open for Time” status (via direct attorney interview or attorney completed intake form).
- Obtain defined secondary information to move a matter to “Open for Billing” status.
Evaluate all data provided by other functional areas for accuracy before updating data into firm systems.
Research and resolve reports of inaccurate data through completion.
Own and resolve issues downstream in functional areas caused by incorrect data, minimizing impact to the CRM and client.
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 (including conflicts, information governance, docketing, and billing), understand stakeholder needs in the intake process, and build relationships that improve the client and attorney intake experience.
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, 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 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 will be commensurate with skill and experience. The exact compensation will vary based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges:

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 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 and paid holidays
Retirement plan participation after meeting eligibility requirements
And more