Business Intake Specialist

Overview

A partner organization is seeking a Business Intake Specialist based in the United States. This role is central to client onboarding and matter creation, ensuring that all incoming requests are accurately reviewed, validated, and processed within internal systems. The position supports data integrity, compliance, and risk control across new business intake workflows.

Responsibilities

• Manage incoming client and matter intake requests through designated ticketing and workflow systems, ensuring timely and accurate processing.
• Review submissions for completeness, required approvals, and supporting documentation; escalate issues when necessary.
• Enter, update, and maintain client and matter data with high accuracy while adhering to firm standards and naming conventions.
• Initiate and track conflicts checks, coordinating closely with risk management to resolve discrepancies or missing information.
• Conduct quality control reviews to ensure proper matter setup and compliance with internal policies and regulatory requirements.
• Maintain detailed documentation and audit trails for all intake activities within relevant systems.
• Identify and flag potential compliance or risk concerns for further review.

Requirements

• Minimum 2 years of relevant experience in legal support, research, paralegal work, project coordination, or business intake functions; 1 year of direct conflicts/business intake experience within a law firm is preferred.
• Strong attention to detail with proven ability to manage multiple priorities in a deadline-driven environment.
• Excellent organizational, analytical, and problem-solving skills.
• Ability to exercise discretion, confidentiality, and sound professional judgment.
• Strong communication skills with the ability to collaborate effectively across legal, administrative, and risk teams.
• Experience with legal intake systems, ticketing platforms, or comparable tools is highly preferred.
• Familiarity with legal research databases and enterprise systems such as intake or accounting platforms is an advantage.

Compensation & Benefits

• Competitive salary range: USD $60,000 – $75,000 per year
• Flexible work arrangements, including remote and hybrid options depending on role and location
• Opportunity to work in a structured, professional, and collaborative legal environment
• Exposure to enterprise-level legal operations and risk management processes
• Career development opportunities within a large-scale, multi-jurisdictional organization
• Inclusive workplace culture focused on diversity and equal opportunity
• Stable full-time employment with comprehensive operational support

Location

• United States (remote and hybrid work options available depending on business needs)