Senior New Business Intake Analyst

Haynes and Boone, LLP; Texas; Sur place; USD 75 000 - 110 000; Plein temps

Résumé du poste

Haynes and Boone, LLP seeks a Senior New Business Intake Analyst to handle complex client and matter intake, support workflow administration, and ensure data integrity across the firm’s intake processes. This exempt role partners with the New Business Intake Manager to maintain high service levels for attorneys and administrative staff.

The ideal candidate brings collaboration, meticulous attention to detail, and the ability to work under pressure.

Qualifications

• Bachelor’s degree or equivalent preferred.
• Experience supporting business intake, matter management, or financial operations is desirable.
• Knowledge of enterprise workflow systems and process improvement is a plus.

Responsabilités

• Review and process complex client/matter intake requests per firm policies.
• Assist escalated intake matters requiring analysis and coordination with attorneys and staff.
• Support intake workflow administration to ensure timely and compliant processing.
• Serve as a resource on intake procedures, workflow requirements, and system functionality.
• Identify workflow issues and opportunities to improve efficiency and data quality.

Connaissances

Interpersonal skills

Written communication

Attention to detail

MS Excel

MS Word

Outlook

Intapp Intake

Analytical ability

Problem solving

Confidentiality

Formation

Bachelor’s degree preferred

Process management certs (PMP/Six Sigma)

Outils

Intapp Intake

Description du poste

This exempt position supports the Firm’s financial business systems as part of the New Business Intake team. The Senior New Business Intake Analyst handles complex intake activities, assists with workflow administration, and serves as a key operational resource in the client/matter intake and maintenance processes. Working closely with the New Business Intake Manager, this role ensures efficient intake operations, maintains data integrity, and provides consistent application of firm procedures to deliver high-quality service to attorneys and administrative departments.

The ideal candidate will have a collaborative mindset, exceptional attention to detail, and the ability to work effectively under pressure. This position requires critical thinking, sound judgment, and strong problem-solving skills to analyze and resolve complex business process needs using the Firm’s technologies.

Essential Duties

• Review and process complex client and matter intake requests in accordance with firm policies and established procedures
• Assist with escalated intake matters requiring additional analysis, workflow coordination, or collaboration with attorneys and administrative departments
• Assist with administration and monitoring of intake workflow processes to support timely completion of requests and adherence to established procedures
• Serve as a resource to Business Intake Analysts and firm personnel regarding intake procedures, workflow requirements, and system functionality
• Identify workflow issues, recurring trends, and opportunities to improve efficiency, consistency, and data quality, and provide recommendations to the New Business Intake Manager
• Collaborate with attorneys, secretaries, and risk management to ensure smooth intake processing
• Manage data associated with clients and matters for departing attorneys

Other Duties

• Participate in projects involving business intake, workflow automation, matter management, and related financial systems
• Assist with the development and maintenance of intake processes and standards to ensure overall client and matter data quality
• Assist with the development and maintenance of intake procedures, workflow standards, process documentation, and reference materials
• Assist with onboarding and training of Business Intake team members and provide knowledge sharing regarding intake processes and systems
• Assist with the development, maintenance, and execution of related end user training programs
• Act as liaison between accounting and other teams or departments as needed
• Perform related duties and other projects assigned

Reporting Relationship

This Business Intake Analyst position reports directly to the New Business Intake Manager.

Subordinate staff

None

Qualifications Knowledge/Experience

This individual should possess a minimum of 4 or more years of experience supporting business intake, matter management, workflow administration, financial operations, legal operations, professional services operations, or related business process functions. Experience working with automated workflow systems and enterprise business applications is required. Candidates should demonstrate experience handling complex business process requests, coordinating across multiple stakeholders, participating in process improvements, supporting system enhancements or testing, and providing user guidance or training. Law firm intake, accounting, conflicts, or similar professional services operations experience is preferred.

Skills

• Strong interpersonal, organizational, and client service skills
• Excellent written and verbal communication skills
• Keen attention to detail with ability to multi-task and meet deadlines
• Intermediate proficiency in Microsoft Excel, Word, and Outlook
• Aptitude and willingness to learn new software/applications; Intapp Intake experience a plus
• Strong research, problem-solving, decision-making, and analytical abilities
• Ability to work independently and collaboratively with diverse personalities at all levels
• Ability to maintain confidentiality and adapt to changing business needs

Education

Bachelor’s degree from an accredited institution preferred and/or advanced certifications in business process management, such as, PMP or Six Sigma.

Physical Demands

Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time.

Working Conditions

Office environment. At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success. Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork. Haynes Boone is among the fastest-growing firms in the Am Law 100, providing full-service counsel across sectors, including corporate, energy, financial services, real estate, restructuring, litigation, intellectual property and specialty transactions. The firm represents companies at all stages – many in the Fortune 500 and S&P 500 and hundreds that are well-funded, exchange-listed, privately held and/or in emerging-growth mode. More than 700 lawyers practice across 19 global offices in California, Colorado, Illinois, New York, North Carolina, Texas, Virginia, Washington, D.C., London, Mexico City and Shanghai. Our Vision of Success: Excellence in inclusion and engagement is a Haynes and Boone core value. We recruit the best and the brightest and seek to attract, retain, and promote individuals who reflect the global marketplace, our clients, and the communities we serve. We strive to create an environment in which each individual at every level has the opportunity to succeed professionally, regardless of age, disability, ethnicity, gender, gender identity and expression, national origin, parental status, race, religion, sexual orientation, and/or socio-economic experiences. We recognize that our commitment to inclusion and engagement enhances our other core values of commitment to client service and a teamwork culture. Our Culture and Values: Our actions and decisions are driven by our culture and core values: A client-first focus that demands superior service Teamwork Accountability Mutual respect and trust Civility and humility Inclusion and engagement Highest ethical standards Planning for the firm's long-term best interests The greater good of the firm over the individual Sound financial management Long-term stability Community and civic engagement Our Brand: A unique culture and work environment An exceptional law firm to work for and to be from Leaders in energy, technology, financial services, and private equity Understands and delivers value solutions Works cooperatively with non-legal service providers to deliver integrated solutions A community leader and influencer Commitment to wellness for attorneys and staff