Business Intake Liaison

Overview

This role manages the intake process for new business at the organization. Responsibilities include gathering required information from attorneys and/or clients, reviewing and validating the accuracy of submitted details, and ensuring information is completed before being 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 across the United States.

Responsibilities

• Own attorney requests to open business in the firm systems, including:
  • Attaining defined intake information required to move a matter to “Open for Time” status (via direct attorney interview or attorney-completed intake form).
  • Attaining defined secondary information to move a matter to “Open for Billing” status.
• Evaluate data submitted by other functional areas for accuracy before 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 the CRM and client.
• Manage the business intake process by tracking and following up on outstanding items and/or issues until resolved.
• Maintain accurate, 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 (conflicts, information governance, docketing, billing, etc.), understand stakeholder needs during intake, and build relationships that 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 of relevant experience in a legal or customer service environment is required; preferably in a professional services environment.
• Proficiency in Microsoft Office applications, including Excel, Outlook, Word, PowerPoint, Microsoft Teams, and EMS is required.
• Excellent client and customer service skills.
• Ability to assess the 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

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
• Additional benefits

Location

Remote work is available, or employment may be based in any of the organization’s locations across the United States.