Senior New Business Intake Analyst
Core
Supports the Firm's financial business systems by handling complex client and matter intake activities, workflow administration, and data integrity maintenance.
Role type
Senior operational analyst (legal operations/intake)
Builds
Efficient client/matter intake processes and data quality for attorneys and administrative departments
Domain
Legal services / Professional services operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
complex business process analysis, workflow coordination, data integrity management, process improvement, stakeholder collaboration, system functionality knowledge
Preferred skills
law firm intake experience, accounting experience, conflicts management experience, 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, monitor intake workflow processes, identify workflow issues and efficiency opportunities, manage data for departing attorneys, participate in workflow automation projects, assist with onboarding and training of team members
Seniority
Senior, hands-on IC