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 intake lifecycle, governance frameworks, and operational workflows for a law firm
Domain
Legal Services / Law Firm Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Strategic planning and operating model design, governance and controls establishment, team leadership and talent management, process optimization and workflow automation, data governance and quality management, stakeholder management, risk and compliance oversight, performance metrics and reporting
Preferred skills
Law degree or MBA, advanced knowledge of Intapp Open or comparable NBI platforms, experience in legal operations or finance operations
Technologies
Intapp Open, Microsoft Outlook, Microsoft Excel
Responsibilities
Develop and execute the firm's strategy and operating model for client and matter intake, Direct the end-to-end client and matter intake lifecycle including onboarding and closure, Partner with Conflicts Counsel and General Counsel to support conflicts clearance and risk management, Provide strategic leadership and development for the New Business Intake team, Establish and monitor key performance indicators and operational trends, Serve as the senior escalation point for complex or high-priority intake matters
Seniority
Director, strategic leadership and multi-level team management