Business Intake Specialist

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

Benefits offered by this job

Comprehensive health plans

Dental and vision coverage

Life and AD&D insurance

Disability insurance

401(k) with profit sharing

Paid holidays and time off

Job summary

Holland & Knight seeks a Business Intake Specialist to join our team in Tampa or Dallas. You will open new matters, review memos, manage billing numbers, and maintain client and matter records, while upholding firm standards.

The role supports training junior staff and requires strong organizational and analytical skills. We value 3-5 years of legal intake experience, with an emphasis on accuracy, discretion, and independent work under pressure.

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 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.

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

Legal experience

Communication skills

Organizational skills

Independence under pressure

Discretion in escalation

Multitasking

Analytical problem solving

Training/Mentoring others

Education

Bachelor's Degree

Tools

Database skills

MS Office

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

• 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

• 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
• paid holidays and other paid time off, including paid leave for new parents

Equal Opportunity Employer

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.

Holland & Knight is proud of having built one of the largest, most respected law firms in the world today. Holland & Knight has been advising clients for more than 130 years and has approximately 2,200 lawyers across the U.S. and in five international offices. Holland & Knight services clients globally. Known for our extraordinary legal service to clients, our culture of excellence, and our commitment to the communities in which we work, we are a firm of people who truly believe in what we do. We invite you to experience what Holland & Knight has to offer. It takes more than lawyers to build a great law firm and, as a result, the firm employs more than 1,700 business professionals. Business professionals play a pivotal role in the firm by planning and implementing strategic initiatives to enhance the firm’s capabilities and drive growth. The firm employs business professionals in many different areas, including technology innovation, pricing, business development, finance, talent acquisition, marketing, information governance, cybersecurity, information technology, talent development, compliance, office administration, communications, and project management, just to name a few. Additionally, the firm employs many paralegals and practice assistants who directly support our lawyers and clients. Together, these roles form the infrastructure that allows our lawyers to focus on providing exceptional client service.