Senior New Business Intake Analyst
Core
Senior analyst supporting complex client and matter intake workflows, data integrity, and process optimization for a law firm's financial business systems.
Role type
Senior IC business operations analyst (legal intake)
Builds
Efficient client/matter intake processes and data management workflows
Domain
Legal services / Professional services operations
Deliverable
dashboards & analysis
Required skills
Complex intake request processing, workflow administration, data integrity management, process improvement, stakeholder collaboration, system functionality knowledge, data analysis, problem-solving
Preferred skills
Law firm intake experience, accounting or conflicts experience, PMP or Six Sigma certification, Intapp Intake experience
Technologies
Intapp Intake, Microsoft Excel, Microsoft Word, Microsoft Outlook
Responsibilities
Review and process complex client and matter intake requests; Assist with escalated intake matters requiring additional analysis; Monitor intake workflow processes; Identify workflow issues and provide efficiency recommendations; Manage data associated with clients and matters for departing attorneys; Collaborate with attorneys, secretaries, and risk management; Assist with onboarding and training of team members.
Seniority
Senior, hands-on IC