Business Intake & Records Coordinator

Michael Best is seeking a Business Intake & Records Coordinator to support the Legal Operations team by performing administrative and coordination functions related to lateral client intake, attorney departures, client transfers, and related records. This role helps ensure continuity, accuracy, and compliance throughout the client lifecycle and works closely with attorneys, practice management, finance, billing, and records teams.

• Support lateral client intake, including documentation, system setup, approvals, and tracking.
• Manage the team inbox and assist with routing requests.
• Create reports, draft transfer and engagement letters, and send Docu Sign as needed.
• Open client and matter records in firm systems.
• Maintain intake and transition trackers.
• Ensure intake and transition records are complete, organized, and audit-ready.
• Prepare electronic files for attorney and/or client transfer by reviewing contents and creating secure sharing links.
• Assist with records maintenance in Aderant.
• Identify process improvement opportunities and assist with documentation and training materials.

• Strong attention to detail and ability to manage multiple time‑sensitive tasks.
• Excellent organizational, written, and verbal communication skills.
• Ability to handle confidential information with discretion and professionalism.
• Proficiency in Microsoft Office (Excel, Word, Outlook); comfort working in legal and billing systems.
• Strong customer service orientation when working with attorneys and internal stakeholders.

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• Prior experience in a law firm, legal operations, intake, records, or administrative role preferred.
• Experience supporting process‑driven workflows and cross‑functional coordination is a plus.

We have offices in Wisconsin (Green Bay, Madison, Milwaukee, Waukesha);
Illinois (Chicago);
Utah (Salt Lake City);
Colorado (Denver, Broomfield);
Texas (Austin);
North Carolina (Charlotte, Durham, Raleigh, Wilmington);
California (Los Angeles);
Nebraska (Lincoln); and Washington DC. Our contemporary office spaces are ideal for concentration and collaboration; supporting our culture of working together to make great things happen for our clients. This position will be based in our Milwaukee or Waukesha office.

• Challenging and Dynamic Role
• Professional Growth Opportunities
• Performance Management and Coaching
• Specialized Training Programs
• Medical
• Vision Care
• Health Savings Accounts
• Flexible Spending Accounts
• Wellness Program
• Employee and Family Assistance Program

• Competitive Base Pay
• Annual Merit Review/Incentive Pay

• 401(k) with Company Contribution
• Short Term Disability Plan
• Long Term Disability Plan
• Life Insurance
• Critical Illness Insurance
• Parental/Family Leave

• Respected organization with Collaborative Culture
• Growing Firm with an Exciting Future
• Contemporary Work Environment
• Positive and Respectful Work Climate
• Performance Recognition

Michael Best & Friedrich LLP and Michael Best Strategies LLC (collectively known as "Michael Best") are steadfastly committed to providing equal employment opportunity and maintaining a workplace for employees and applicants for employment that is free from discrimination based upon age, race, religion, color, disability, marital status, sex (including pregnancy), national origin, ancestry, ethnicity, sexual orientation, gender identity or expression, genetic information, veteran or military status, or any other status protected by applicable federal, state, or local law.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, please contact our Recruiting team at  or careers@  to let us know the nature of your request and your contact information.