New Business Intake Analyst

Fox Rothschild; San Francisco (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

A leading law firm in San Francisco is seeking a New Business Intake Analyst to manage client intake processes, ensuring compliance with risk management policies. The role involves collaboration with various teams to maintain accurate client data and billing arrangements. Ideal candidates will possess strong organizational and communication skills, with a preference for those with prior law firm experience. This position offers a competitive salary and the opportunity to work in a dynamic environment.

Qualifications

• Approximately two years of experience in a law firm setting preferred.
• Ability to work efficiently with minimal supervision.

Responsibilities

• Handle procedures related to client/matter openings and modifications.
• Review and implement special billing arrangements.
• Assist with client audits and data requests.

Skills

Organizational Skills

Interpersonal Skills

Written Communication

Financial Risk Knowledge

Conflict Management

Education

High School Diploma

Bachelor's Degree

Tools

Intapp Open

Elite

Job description

The New Business Intake Analyst is responsible for handling all procedures related to the opening and modifying of client / matters, including financial and business risk review and approvals.

ESSENTIAL FUNCTIONS :

Ensure timely review, quality control, and analysis of new client and / or new matter worthiness which requires current (and continually updated) knowledge of relevant risk management and firm business-related policies.

Correspond with lawyers and legal administrative assistants and serve as a liaison with Accounting and Conflicts teams to maintain efficiency and accuracy in the exchange of information utilized and maintained in the Firm’s client / matter intake and financial systems.

Maintain client and matter information in firm systems, including but not limited to, updates to billing information, managing rate exception set-up, executing name changes, managing updates to billing or origination changes, updates to matter status, and edit other system fields, as needed.

Review and implement special billing arrangements to comply with outside counsel guidelines.

Interpret billing arrangements and communicate effectively with attorneys and Accounting for set-up and modifications.

Assist with the annual billing rate adjustment process to review and update special billing arrangements and firm billing rates.

Responsible for assisting with all processes related to maintaining, tracking, monitoring and auditing engagement letters, outside counsel guidelines and payment of retainers.

Responsible for assisting with all processes related to the automated close of inactive clients and / or matters to ensure firm systems contain accurate data on active firm business.

Responsible for assisting with all processes related to the review and enforcement of general matter policies and usage of general numbers by firm timekeepers.

Escalates issues as needed to the New Business Intake manager.

Assist New Business Intake management with all responsibilities related to client information and data requests, client audits, and client questionnaires.

Assist New Business Intake management with all responsibilities related to internal firm processes related to auditing clients / matters post-engagement.

Must be able to work with other team members to help the team evolve, grow, and comply with deadlines and time sensitive issues.

ADDITIONAL FUNCTIONS :

• Assist with special projects, as assigned.

QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES) :

Education :

• High School diploma or equivalent required. Bachelor’s Degree preferred.

Experience :

• Approximately two (2) years of prior experience in a law firm setting (or equivalent) performing new business intake and / or billing related functions is preferred.

Knowledge, Skills, & Abilities :

Ability to organize and prioritize numerous tasks and complete them under time constraints.

Interpersonal skills necessary to communicate and follow instructions effectively from a diverse group of clients, attorneys and staff.

Written communication skills necessary to deliver complex answers and ask thoughtful questions of attorneys, management, and staff.

Comprehensive working knowledge of relevant financial risk and business conflict related policies.

Ability to work efficiently and effectively with minimal supervision in an environment with multiple projects, shifting priorities and tight deadline.

Proficiency in a Microsoft Windows based environment required.

Knowledge of basic conflicts of interest and new business intake principles.

Experience with the use of Conflicts and / or New Business Intake tools such as Intapp Open, Elegrity, Metastorm, etc.

Experience with the use of Elite (Enterprise or 3E), Aderant, etc.

Work occasionally requires more than 40 hours per week to perform the essential duties of the position; may require irregular hours.

WORK ENVIRONMENT & PHYSICAL DEMANDS :

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL REQUIREMENTS

Sedentary work : Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

VISUAL ACUITY

Worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

COMPENSATION & BENEFITS

The salary ranges for this position apply to the respective listed locations. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and / or certifications, geographic location, market demands and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. Reasonable estimates of the current ranges for this position are :

State of California : $60,000 to $75,000

State of Colorado : $55,000 to $65,000

State of Nevada : $50,000 to $60,000

State of Washington : $60,000 to $75,000

For information on Fox Rothschild's compensation and benefits visit : Compensation & Benefits (foxrothschild.com) ()

DISCLAIMER

Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. Applications are accepted on an ongoing basis until the position is filled, there is no specific deadline to apply.

This job description is not an exhaustive list of all functions that the employee may be required to perform and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.

Equal Opportunity Employer - vets, disability

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights () notice from the Department of Labor.

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Intake Analyst • San Francisco, CA, United States