Director of New Business intake
Core
Leads the firm's client and matter intake function, overseeing people, processes, technology, and controls to ensure efficient onboarding, data quality, and risk management.
Role type
Director of Legal Operations (New Business Intake)
Builds
Client and matter onboarding workflows, data governance frameworks, and operational controls for a law firm.
Domain
Legal Services / Law Firm Operations
Required skills
Strategic planning, process optimization, risk management, team leadership, data governance, stakeholder management, change management, vendor management, performance reporting, conflict clearance oversight
Preferred skills
Law degree, MBA, advanced knowledge of Intapp Open, experience in legal operations or professional services
Technologies
Intapp Open, Microsoft Outlook, Microsoft Excel
Responsibilities
Develop and execute intake strategy and operating model; Direct end-to-end client and matter intake lifecycle; Partner with Conflicts Counsel and General Counsel for risk and compliance; Lead process optimization and technology implementation; Provide strategic leadership for the New Business Intake team; Establish and monitor KPIs and operational metrics
Seniority
Director, strategic leadership & multi-level team management
