Business Intake Specialist

Job Summary

A company is looking for a Business Intake Specialist to manage and process new client and matter requests.

Key Responsibilities

• Monitor and manage incoming maintenance requests through the ticketing system
• Review tickets for completeness and accuracy, and maintain new client and matter information
• Initiate conflicts checks and coordinate with Risk Management to ensure compliance with firm policies

Required Qualifications

• Minimum of two years of relevant experience or one year of direct conflicts or business intake experience in a law firm
• Prior law firm experience is strongly preferred
• Demonstrated ability to prioritize and manage multiple tasks in a fast-paced environment
• Experience with legal and business intake platforms, such as Upfront or Aderant, is preferred
• Strong project coordination skills and experience supporting enterprise-wide initiatives is a plus