Business Intake Liaison

Job Summary

Managing the intake process for new clients and matters, the full-time Business Intake Liaison will gather and evaluate information, ensure cross-functional collaboration, and maintain accurate business records in a remote environment.

Key responsibilities

• Oversee attorney requests for opening new business matters and ensure all necessary information is collected
• Evaluate data accuracy and resolve discrepancies to maintain integrity in firm systems
• Provide exceptional customer service while tracking and following up on outstanding items related to the intake process

Required qualifications

• High School Diploma or GED required; 2-year degree preferred
• 3-5 years of relevant experience in a legal or customer service environment, preferably in professional services
• Proficiency in Microsoft Office applications, including Excel, Outlook, Word, PowerPoint, and Microsoft Teams
• Knowledge of legal terminology and processes
• Excellent client and customer service skills