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) for a full-service litigation and business law firm with multiple locations across the United States. Responsibilities include gathering and validating information from attorneys and/or clients, ensuring accuracy before uploading information into firm systems, and coordinating with cross-functional teams to complete the intake process.

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

Responsibilities

Own attorney requests to open business in firm systems, including:
- Attaining defined intake information required (via direct attorney interview or attorney-completed intake form) to move a matter to “Open for Time” status.
- 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 reports of inaccurate data to completion.
Own issues/problems that arise in downstream functional areas due to incorrect data, resolving them to completion while minimizing effort required of the 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 areas involved in intake (conflicts, information governance, docketing, billing, etc.), including stakeholder needs, and build relationships that strengthen 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’ relevant experience in a legal or customer service environment is required, 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 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 above salaries 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
And more