Business Intake Liaison

Overview

This role manages the intake process for new work (clients and/or matters) at a multi-location U.S. law firm. Responsibilities include gathering required information from attorneys and/or clients, reviewing and validating the accuracy of provided information, and ensuring details are ready to be uploaded into firm systems. The position may be filled remotely or in any of the firm’s locations.

Responsibilities

• Own attorney requests to open business in firm systems, including:
  • Collecting defined intake information (via direct attorney interview or attorney-completed intake form) to move a matter to “Open for Time” status.
  • Collecting 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 any reports of inaccurate data through completion.
• Take ownership of issues/problems in downstream functional areas caused by incorrect data, resolving them through completion while minimizing impact to CRM and clients.
• Manage the business intake process by 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 area needs (e.g., conflicts, information governance, docketing, billing) and build relationships that strengthen the client and attorney intake experience.
• 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, preferably in a professional services environment.
• Proficiency in Microsoft Office applications: Excel, Outlook, Word, PowerPoint, Microsoft Teams, and EMS.
• 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. 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

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
• Paid holidays
• Retirement plan participation after meeting eligibility requirements
• Additional benefits

Location

Remote option or placement in any of the firm’s locations across the United States.