Business Intake Liaison

Overview

This position manages the intake process for new work (clients and/or matters) within a multi-location U.S. litigation and business law firm. Responsibilities include collecting required information, validating accuracy, and ensuring intake is completed efficiently across functional areas before information is uploaded into firm systems. This role may be filled remotely, or in any of the firm’s locations.

Responsibilities

• Own attorney requests to open business in firm systems, including:
  • Attain 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 prior to updating firm systems.
• Research and resolve reports of inaccurate data to completion.
• Own issues and/or problems arising in downstream functional areas due to incorrect data; resolve to completion while minimizing additional effort for CRM and client.
• Manage the business intake process, 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 area needs (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’ 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 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 varies 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 dependent upon 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 firm’s locations across the United States.