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 business (clients and/or matters). Responsibilities include collecting required information from attorneys and/or clients, reviewing and evaluating the accuracy of that information, and ensuring it is uploaded into firm systems. The position also leads cross-functional collaboration to keep the intake process efficient, accurate, and completed end-to-end.

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

Responsibilities

Own attorney requests for business to be opened in firm systems, including:
- Collect defined intake information required to move a matter to “Open for Time” status, via direct attorney interview or an attorney-completed intake form.
- Collect defined secondary information to move a matter to “Open for Billing” status.
Evaluate all data provided by other functional areas for accuracy before updating it in firm systems.
Research and resolve any reports of inaccurate data through completion.
Own and resolve issues that may arise in downstream functional areas due to incorrect data, minimizing effort for CRM and clients.
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 (e.g., conflicts, information governance, docketing, billing) and their stakeholder needs throughout the intake process; 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, 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 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
Paid holidays
Retirement plan program after meeting eligibility requirements
Additional benefits