New Client & Matter Intake Specialist

Thompson, Coe, Cousins & Irons L.L.P.; Dallas (TX); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Thompson, Coe, Cousins & Irons L.L.P. is seeking a New Business Intake Analyst to manage the full intake lifecycle, including conflicts checks, client/matter opening, and billing setup.

This role works closely with legal teams and Records, Billing, and other Firm personnel to ensure accurate, compliant data across systems. Ideal candidates show sound judgment, strong attention to detail, and the ability to elevate uncertain issues.

Formación

• Bachelor’s degree or equivalent combination of education and experience.
• Experience in new business intake, conflicts, client or matter onboarding, or legal billing preferred.
• Familiarity with intake/conflicts platforms and related systems is helpful.

Responsabilidades

• Process conflict-check requests for prospective clients, new matters, and related searches.
• Review party names and affiliations for completeness and accuracy.
• Identify incomplete or duplicate entries and research using Firm resources.
• Coordinate with attorneys, Billing/Accounting, Records, and other stakeholders to obtain missing information.
• Process authorized billing amendments and client/matter updates.
• Perform quality-control review of intake submissions for completeness and compliance.
• Assist with testing and validation of intake-system enhancements.
• Help advance AI-enabled workflows and verify AI outputs per Firm policies.

Conocimientos

Legal apps familiarity

Attention to detail

Multitasking

Research skills

Communication skills

Confidentiality

Microsoft 365

Educación

Bachelor's degree

Herramientas

Aderant

Intapp

iManage

e-billing systems

Descripción del empleo

Thompson, Coe, Cousins & Irons L.L.P. is seeking a New Business Intake Analyst to manage the full intake lifecycle, including conflicts checks, client/matter opening, and billing setup.

This role works closely with legal teams and Records, Billing, and other Firm personnel to ensure accurate, compliant data across systems. Ideal candidates show sound judgment, strong attention to detail, and the ability to elevate uncertain issues.