Business Intake Specialist

holland and knight; Birmingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading law firm is seeking a Business Intake Specialist responsible for managing new matters and assisting the Business Intake Department. The role requires 3-5 years of legal experience and excellent communication skills, along with the ability to manage multiple projects. Benefits include comprehensive medical plans, 401(k), and support resources for health and well-being.

Benefits

Comprehensive medical, dental, and vision plans

401(k) and profit sharing

Paid holidays and other paid time off

Qualifications

• 3-5 years legal experience, preferably with large law firm Business Intake.
• Ability to work independently and effectively, under pressure.
• Strong research, computer, and database skills.

Responsibilities

• Review new matter memos for accuracy and completion.
• Open new matters, assign billing numbers, and tie in all necessary parties.
• Assist with training and mentoring Jr. Business Intake Specialists.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Analytical skills

Problem solving skills

Education

Bachelor's Degree

Job description

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We are seeking a Business Intake Specialist to join our team. The Business Intake Specialist will be responsible for using uniform criteria, standards, and procedures to open new matters and assist in the efficient operation of the Business Intake Department. Periodic in-person presence is required for annual or bi-annual weekend team building events. Attendance at in-person quarterly meetings may also be required, depending on a person's location.This position can be based withinareasonable commuting distance of any of our U.S. offices.

Key Responsibilities Include:

• 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.

Qualifications:

• 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.
• Bachelor's Degree.

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below is a list of just some of the benefits we offer: 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); profit sharing; pre-tax transit and parking program; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.