Intake Specialist - Multiple Offices (Hybrid)

Littler; Phoenix (AZ); On-site; USD 39,729 - 52,982; Full time

Job summary

Littler Mendelson in Phoenix is seeking an Intake Specialist to safeguard revenue integrity by ensuring accurate, complete, and timely new business intake data with validated documentation. The role emphasizes adherence to billing standards while supporting onboarding/offboarding and high-volume processing.

You will work to maintain data accuracy across matter setups, rate changes, and client guidelines, collaborating with attorneys and staff to ensure compliant, timely billing.

Qualifications

• 2+ years experience in a law firm or similar environment.

Responsibilities

• Safeguard revenue by identifying inconsistencies and escalating irregularities.
• Apply knowledge of billing, e-billing, collections, and compliance to client setup.
• Lead onboarding and offboarding to preserve revenue continuity.
• Perform quality control on high-volume intake (250+ daily) for accurate billing.
• Review engagement letters and guidelines to ensure precise system configuration.
• Oversee international matter setup within Swiss Verein structures.
• Manage attorney splits and ensure revenue allocation per policy.
• Monitor workflows to meet SLAs for timely billing and cash flow.
• Generate ad hoc reports to analyze revenue trends and performance.
• Maintain matter data integrity for invoicing and recognition.
• Communicate clearly with attorneys and staff about billing accuracy.

Skills

Attention to detail

Communication

Tools

3E

Intapp

Financial Center

NetDocs

Microsoft Outlook

Excel

Word

Job description

The Intake Specialist serves as a critical gatekeeper of revenue integrity by ensuring all new business intake data is entered accurately, completely, and within established timeframes, with all supporting documentation properly validated and maintained.

This position can be resident in Dallas, TX; Cleveland, OH; Portland, OR; Phoenix, AZ; or Kansas City, MO.

Pursuant to Cleveland, OH regulation, the hourly range for this position is $28.84 to $38.46, contingent on relevant experience and education. We offer generous compensation and benefits packages.

Responsibilities

• Safeguard firm revenue by identifying inconsistencies, assessing risk, and escalating irregularities that may impact billing accuracy or compliance
• Apply comprehensive knowledge of law firm financial operations—including billing, e-billing, collections, accruals, conflicts, and compensation—to ensure client and matter setup aligns with revenue recognition standards and firm policies
• Lead onboarding and offboarding processes for attorneys with a focus on preserving revenue continuity and ensuring compliant setup of portable business
• Perform quality control on high-volume client and matter intake (250+ daily) to ensure adherence to billing agreements, rate structures, EPLI requirements, attorney splits, and client guidelines, minimizing revenue leakage
• Review engagement letters, outside counsel guidelines, and billing instructions to ensure precise system configuration that supports accurate billing and revenue capture
• Oversee international matter setup within Swiss Verein structures to ensure appropriate allocation of referral credits and compliance with global billing requirements
• Manage and maintain attorney splits throughout the year, ensuring accurate revenue allocation in alignment with firm origination and compensation policies
• Monitor multiple high-volume workflows, ensuring all intake and maintenance tasks are completed within established SLAs to support timely billing and cash flow
• Generate and analyze ad hoc reports to provide insight into revenue trends, discrepancies, and operational performance
• Maintain ongoing matter data integrity by updating rates, billing arrangements, and other key attributes to ensure accurate invoicing and revenue recognition
• Deliver clear, responsive, and solutions-oriented communication to attorneys and staff, reinforcing a client service approach rooted in financial accuracy and accountability
• Perform such other/additional duties as may from time to time be assigned.
• Administer Elite system setup and maintenance for timekeepers, ensuring data accuracy that directly supports billing precision and revenue reporting

Qualifications

Demonstrated expertise with 3E, Intapp, Financial Center, NetDocs or other business intake software. Demonstrated proficiency with Microsoft Outlook, Excel, and Word.

EXPERIENCE REQUIRED: 2+ years relevant experience in a law firm or similar experience

Littler Mendelson is proud to be an equal opportunity employer.

This job posting is a general description of the types of responsibilities that are required of an individual in this job. It is not intended to be a complete list of the responsibilities, duties and skills that may be required for this job.