Business Intake Specialist

Holland & Knight LLP; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

401(k) with profit sharing

Paid holidays and time off

Dependent care support

Job summary

Holland & Knight LLP in Tampa, FL or Dallas, TX seeks a Business Intake Specialist to open new matters using uniform criteria and assist in departmental operations. You will review memos, analyze letters, open matters, assign billing numbers, and maintain client records with attention to detail.

Ideal candidates have 3–5 years in legal intake, excellent communication, and the ability to work independently under pressure while mentoring junior staff on processes and compliance.

Qualifications

• Bachelor's degree required.
• 3–5 years legal experience, preferably with large law firm Business Intake.
• Excellent communication, interpersonal, and organizational skills.
• Ability to work independently and under pressure with minimal supervision.
• Ability to exercise discretion in escalating and communicating issues.
• Ability to manage multiple projects with competing deadlines and priorities.
• Strong analytical and problem-solving skills.
• Strong research, computer, and database skills.
• Ability to train and mentor new Business Intake Specialists.

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.

Skills

Communication

Organization

Independence

Discretion

Multitasking

Analytical

Mentoring

Research

Education

Bachelor’s Degree

Job description

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position can be based in our global operations center in Tampa, FL, or at the Firm’s Dallas office.

Description:

We are seeking a Business Intake Specialist to join our team. This is an exciting opportunity to work in a dynamic and fast-paced environment and contribute 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.

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.

Minimum Education:

• 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 are 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; 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.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact [e-mail].

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.