New Business Intake (NBI) Analyst

Opportunities for Professional Staff; Atlanta (GA); Hybrid; USD 44,000 - 52,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Short-term disability

Retirement plans

Paid holidays and PTO

Job summary

Kilpatrick Townsend is seeking a New Business Intake Analyst for the Finance Department with a hybrid schedule in Atlanta, Dallas, or Houston. The role supports attorneys, paralegals, and staff in handling new client/matter intake and documentation.

You will perform initial and final intake, ensure required documentation, and manage client/matter changes in 3E. Collaboration with various departments and strict adherence to firm policies are essential.

Qualifications

• Requires a 4-year degree or equivalent experience.
• Typing 50+ words per minute.
• Proficient with 3E, Excel and Word.
• Excellent oral and written communication.
• Ability to work under pressure and meet deadlines.
• Attention to detail and ability to work independently.
• Team-oriented mindset.

Responsibilities

• Perform intake reviews using Intapp and assign client/matter numbers.
• Ensure conflicts searches are completed and documented.
• Redline engagement letters and manage approvals.
• Update client/matter records in 3E and coordinate changes.
• Assist with new hire setups and DMS documentation.
• Answer Intapp and NBI questions via Helpline.
• Coordinate with Operating Officers and Billing to ensure policy adherence.

Skills

Typing 50+ wpm

Oral communication

Written communication

Attention to detail

Work under pressure

Independent work

Team orientation

Education

4-year degree or equivalent experience

Tools

3E

Excel

Word

Job description

Kilpatrick Townsend, a large international law firm, is seeking a New Business Intake Analyst for our Finance Department in our Atlanta, Dallas or Houston office with the opportunity for a hybrid schedule. This position will be part of our team of attorneys, paralegals and support staff providing a high level of service to both internal and external clients. At Kilpatrick Townsend, we are one team where each person plays an integral role in serving the needs of our clients. The firm has a strong dedication to its employees, values, diversity and inclusion initiatives and commitment to the community.

This position is responsible for processing the new business intake of clients/matters. The NBI Analyst performs batch checks to ensure receipt of all necessary documentation and makes sure that any special needs of the client have been met. Responsible for corresponding daily with secretaries to request needed documentation for client/matter openings. Assigns client/matter numbers and performs Risk Management review to ensure client/matters adhere to all firm policies. Performs daily changes to client matter numbers in 3E, based on email requests from internal clients and firm policies, requesting any necessary approvals and ensuring compliance to firm policies.

ESSENTIAL JOB FUNCTIONS:

• Perform Initial and Final Intake reviews with the Client/matter intake software – Intapp:
  • Confirm special requirements are adhered to for all special needs clients on Client's with Special Requirements listing.
  • Ensure conflicts searches have been completed and cleared for all new related parties and ensure proper notification if future linking is needed.
  • Ensure all necessary documentation is attached, and consult with Department Operating Officers, General Counsel, and Conflicts and Collections, as needed for all approval requirements.
  • Redline engagement letters for review.
  • Handle any revisions to form, additional comments for approvers and request additional users for email notifications based on matter type criteria.
  • Assign client/matter numbers in 3E.
  • Perform quality control in 3E to ensure proper credit and setup.
• Perform client/matter changes in 3E:
  • Updates to existing client/matter details
  • Schedule SQL updates Biztalk 3E change requests outside normal scope and bulk matters >300.
  • Correspond with necessary departments, Department Operating Officers, Team Leaders, and Billing Mgmt. to ensure necessary approvals and changes are adhering to all Firm policies.
  • Respond to internal inquires for client/matter status, Intapp issues and assist with proper training and resolution.
  • Assist Manager/Team with bulk change requests and data base clean-ups, as needed.

• Assist with new hire setups and assist with processing departed attorney listings to schedule closures and reassignments.
• Assist with creating documentation in the DMS for new client/matter PDF’s, engagement & waiver letters, and any Outside Counsel Guidelines.
• Handle incoming call inquiries to individual and NBI Helpline and customer “drop-in” assistance regarding Intapp and NBI questions.

KNOWLEDGE/SKILLS REQUIRED:

• 4-year degree or equivalent experience
• Typing 50+ wpm.
• Strong computer and database skills (3E, Excel and Word experience preferred).
• Strong oral and written communication skills.
• Ability to work productively with firm personnel at all levels.
• Ability to work under pressure, manage multiple priorities, and work within tight deadlines.
• Strong attention to detail.
• Ability to work independently and productively in Team environment.

EXPERIENCE:

REQUIRED

• Minimum of 2 years’ related work experience.

PREFERRED

• Minimum of 2 years’ experience in law firm environment.

OTHER ESSENTIAL JOB REQUIREMENTS:

Availability

• Current flexibility with Telework options and able to connect from home.Currentschedulerequires the ability to occasionally work from 11:30 a.m. until 8:00 p.m. shift to accommodate firm needs.Able to work before or after standard work hours as necessary to meet job demands and firm needs.

This is a full-time, regular position with a multi-faceted health benefit package including medical, dental, and vision. The firm also offer life insurance, short term disability plans and retirement plans in addition to holidays and paid time off. The firm offers hybrid work schedules combining in-office workdays as well as remote workdays. The pay range for this position in Atlanta, Dallas and Houston only is $31.69 - $38.05 per hour.

Selected applicants will be contacted. Kilpatrick Townsend is an Equal Opportunity Employer.

For more information about our firm, please visit our website atwww.kilpatricktownsend.com.

Kilpatrick Townsend & Stockton LLP is committed to equal employment opportunity for all persons, regardless of race, color, religion, sex or gender, national origin, age, veteran status, disability, sexual orientation, gender identity, or any other basis prohibited by applicable law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities