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) within a multi-location U.S. litigation and business law firm. Responsibilities include collecting required information from attorneys and/or clients, verifying and evaluating the accuracy of the information prior to uploading it into firm systems, and coordinating cross-functional collaboration to ensure intake is completed efficiently and accurately.

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

Responsibilities

Own attorney requests for business to be opened in the firm’s systems, including:
- Obtain defined intake information required to move a matter to “Open for Time” status via direct attorney interview or an attorney-completed intake form.
- Obtain defined secondary information to move a matter to “Open for Billing” status.
Evaluate all data provided by other functional areas for accuracy before updating firm systems.
Research and resolve reported inaccuracies through completion.
Own issues/problems that arise in downstream functional areas due to incorrect data, resolving to completion while minimizing impact to 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 database.
Provide excellent customer service to clients and potential clients.
Stay current on cross-functional areas involved in intake (e.g., conflicts, information governance, docketing, billing) and build relationships to 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 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 the accuracy of data associated with matters 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 varies based on skills, experience, location, and other factors permitted by law.

Expected compensation ranges:

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 above 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
Participation in a retirement plan program after meeting eligibility requirements
And more