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) at a multi-location litigation and business law firm. Responsibilities include gathering required information, reviewing and validating accuracy, and coordinating cross-functional collaboration to ensure intake is completed efficiently and correctly before information is uploaded into firm systems.

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

Responsibilities

Own attorney requests to open new matters in firm systems, including:
- Obtain defined intake information via direct attorney interview or attorney-completed intake form to move a matter to “Open for Time” status.
- Obtain defined secondary information to move a matter to “Open for Billing” status.
Review and evaluate data provided by other functional areas for accuracy before updating firm systems.
Research and resolve reports of inaccurate data to completion.
Take ownership of downstream issues caused by incorrect data; resolve issues to completion while minimizing effort for CRM and client.
Manage the business intake process, including 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 (including conflicts, information governance, docketing, and billing), understand stakeholder needs, and build relationships that improve the client and attorney intake experience.
Perform other duties as assigned.

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Position 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 including Excel, Outlook, Word, PowerPoint, Microsoft Teams, and EMS.
Excellent client and customer service skills.
Ability to assess accuracy of matter-related data 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

The listed 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
Employee assistance program
Paid Time Off and paid holidays
Participation in a retirement plan program after meeting eligibility requirements
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