Business Intake Specialist

About the role

This position can be based in our global operations center in Tampa, FL, or at the Firm's Dallas office. We are seeking a Business Intake Specialist to join our team in a dynamic and fast-paced environment, contributing to the growth and success of our Firm. The Business Intake Specialist will use uniform criteria, standards, and procedures to open new matters and assist in the efficient operation of the Business Intake Department.

Responsibilities

• Review new matter memos for accuracy and completion.
• Follow up on incomplete or inaccurate new matter memos.
• Analyze engagement letters, scope letters, and waivers.
• Open new matters, assign billing numbers, and tie in all necessary parties.
• Perform general client and matter maintenance.
• Adhere to all firm and department policies and procedures related to opening new matters.
• Assist with keeping all shared documents current and accurate.
• Assist with training and mentoring Jr. Business Intake Specialists as required.
• Other related tasks and duties assigned.

Requirements

• 3-5 years legal experience, preferably with large law firm Business Intake.
• Excellent communication, interpersonal, and organizational skills.
• Ability to work independently and effectively, under pressure, with minimal direct supervision.
• Ability to exercise the appropriate amount of discretion in escalating and communicating issues.
• Ability to manage multiple projects with competing deadlines and priorities.
• Strong analytical and problem solving skills, with excellent attention to detail.
• Strong research, computer, and database skills.
• Ability to effectively train and mentor new Business Intake Specialists.

Qualifications

Minimum Education: Bachelor's Degree.

Benefits

• Comprehensive medical (PPO and HDHPs), dental, and vision plans including coverage for domestic partners.
• Life and AD&D insurance.
• Short and long term disability insurance.
• Tax-advantaged accounts for health care expenses, including FSAs and HSAs.
• FSAs for dependent care.
• Health advocacy services.
• Behavioral health and counseling resources for all family members.
• 401(k) and profit sharing.
• Backup dependent care.
• Senior care planning support.
• Resources for individuals with developmental disabilities and their caregivers.
• Paid holidays and other paid time off, including paid leave for new parents.