This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Business Intake Specialist based in United States.
The role of Business Intake Specialist sits at the center of client onboarding and matter creation, ensuring that all incoming requests are accurately reviewed, validated, and processed within internal systems. The position plays a key part in maintaining data integrity, compliance, and risk control across new business intake workflows. It involves close coordination with attorneys, administrative teams, and risk management professionals to ensure completeness and consistency of information. The environment is fast-paced, detail-driven, and highly collaborative, requiring strong organizational skills and sound judgment. The specialist contributes directly to operational efficiency by ensuring matters are set up correctly from the outset. This is an excellent opportunity for a professional who thrives in structured processes and values precision in legal operations. The role also offers flexibility with remote and hybrid arrangements depending on location and business needs.
Accountabilities:
- Manage incoming client and matter intake requests through designated ticketing and workflow systems, ensuring timely and accurate processing.
- Review submissions for completeness, required approvals, and supporting documentation, escalating issues when necessary.
- Enter, update, and maintain client and matter data with high accuracy while adhering to firm standards and naming conventions.
- Initiate and track conflicts checks, coordinating closely with risk management to resolve discrepancies or missing information.
- Conduct quality control reviews to ensure proper matter setup and compliance with internal policies and regulatory requirements.
- Maintain detailed documentation and audit trails for all intake activities within relevant systems.
- Identify and flag potential compliance or risk concerns for further review.
Requirements:
- Minimum 2 years of relevant experience in legal support, research, paralegal work, project coordination, or business intake functions (or 1 year in direct conflicts/business intake within a law firm preferred).
- Strong attention to detail with proven ability to manage multiple priorities in a deadline-driven environment.
- Excellent organizational, analytical, and problem-solving skills.
- Ability to exercise discretion, confidentiality, and sound professional judgment.
- Strong communication skills with the ability to collaborate effectively across legal, administrative, and risk teams.
- Experience with legal intake systems, ticketing platforms, or comparable tools is highly preferred.
- Familiarity with legal research databases and enterprise systems such as intake or accounting platforms is an advantage.
Benefits:
- Competitive salary range: USD $60,000 – $75,000 per year
- Flexible work arrangements, including remote and hybrid options (role-dependent)
- Opportunity to work in a structured, professional, and collaborative legal environment
- Exposure to enterprise-level legal operations and risk management processes
- Career development opportunities within a large-scale, multi-jurisdictional organization
- Inclusive workplace culture focused on diversity and equal opportunity
- Stable full-time employment with comprehensive operational support.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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