Business Intake Specialist
Core
Manage the opening of new legal matters by reviewing memos, analyzing engagement letters, and assigning billing numbers to ensure efficient department operations.
Role type
Business Intake Specialist
Builds
New legal matters and billing records
Domain
Legal services / Law firm operations
Deliverable
client delivery
Required skills
Legal matter intake, engagement letter analysis, billing number assignment, client and matter maintenance, policy adherence, training and mentoring, multi-project management, analytical problem solving, database management
Preferred skills
Experience with large law firm Business Intake
Technologies
Legal databases
Responsibilities
Review new matter memos for accuracy and completion; Follow up on incomplete or inaccurate new matter memos; Analyze engagement letters, scope letters, and waivers; Open new matters, assign billing numbers, and tie in all necessary parties; Perform general client and matter maintenance; Adhere to all firm and department policies and procedures related to opening new matters; Assist with keeping all shared documents current and accurate; Assist with training and mentoring Jr. Business Intake Specialists as required