Business Intake Liaison

Overview

This role manages the intake process for new business at the firm, ensuring required information is gathered, reviewed for accuracy, and completed before upload into firm systems. The position also coordinates cross-functional collaboration to keep intake efficient, accurate, and completed end to end.

Responsibilities

• Own attorney requests to open business 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.
• Evaluate data provided by other functional areas for accuracy before updating firm systems.
• Research and resolve reports of inaccurate data through completion.
• Address issues and/or problems that may arise in downstream functional areas due to incorrect data; resolve to completion while minimizing impact to CRM and clients.
• Manage the business intake process, including tracking and following up on outstanding items 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, billing) and build relationships with stakeholders 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 required, preferably in a professional services environment.
• Proficiency in Microsoft Office applications, including 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 are:

• 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 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
• Retirement plan program after meeting eligibility requirements
• And more

Location

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

Additional Information

The role is intended to describe the general content of and requirements for the performance of the job. It is not an exhaustive statement of essential functions, responsibilities, or requirements. Reasonable accommodations are provided as necessary for individuals with disabilities to apply for and/or perform essential functions of the position.

EEO/Minority/Female/Disabled/Vet. Principal Applicants Only.