Business Intake Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and manage incoming maintenance requests via the Upfront platform and Fresh Service ticketing system

• Assess tickets for completeness, accuracy, necessary approvals, and accompanying documentation

• Input and update new client and matter information in the Upfront system

• Initiate conflict checks following the firm's established procedures

• Collaborate with Risk Management to ensure all required information is supplied and documented

• Monitor conflict requests and follow up to guarantee prompt resolution

• Provide conflict-clearing responses to the designated attorney and client

• Verify client information, billing arrangements, responsible attorneys, and matter descriptions

• Ensure alignment with firm naming conventions and data standards

• Identify and rectify discrepancies or missing data prior to matter creation

• Confirm that intake requests adhere to firm policies, regulatory standards, and risk management guidelines

• Conduct quality checks on finalized matters

• Maintain documentation and audit trails within the ticketing system

• Highlight potential compliance or risk issues for further examination

• Facilitate communication between attorneys, administrative personnel, and Risk Management

⛳️ Requirements

• At least two (2) years of experience related to the responsibilities outlined, or one (1) year of direct conflicts or business intake experience in a law firm

• Previous law firm experience is highly preferred

• Capability to prioritize and manage multiple tasks while adhering to deadlines in a dynamic environment

• Exceptional organizational skills and meticulous attention to detail

• Ability to exercise discretion, uphold confidentiality, and apply sound judgment

• Professional demeanor with the capacity to interact effectively with attorneys, management, staff, and candidates

• Experience in conducting research and utilizing online databases

• Proficiency with legal and business intake platforms and research tools

• Familiarity with Upfront (or a similar intake system) is preferred

• Experience with Aderant (or a comparable accounting platform) is preferred

• Strong project coordination skills; experience supporting enterprise-wide initiatives is advantageous

• A cover letter and resume are required for consideration

🏝️ Benefits

• Flexible location options, including remote and hybrid work arrangements

• Supportive and professional work environment

• Commitment to diversity and inclusion