Senior New Business Intake Analyst

• Review and process complex client and matter intake requests according to firm policies and procedures
• Assist with escalated intake matters requiring analysis, workflow coordination, and collaboration with attorneys and administrative departments
• Administer and monitor intake workflow processes
• Advise Business Intake Analysts and firm personnel on intake procedures, workflow requirements, and system functionality
• Identify workflow issues, trends, efficiency opportunities, consistency improvements, and data-quality issues
• Provide recommendations to the New Business Intake Manager
• Collaborate with attorneys, secretaries, and risk management on intake processing
• Manage client and matter data for departing attorneys
• Participate in projects involving business intake, workflow automation, matter management, and financial systems
• Support development and maintenance of intake processes, standards, procedures, workflow documentation, and reference materials
• Assist with onboarding, training, and knowledge sharing for Business Intake team members
• Assist with development, maintenance, and execution of end-user training programs
• Act as liaison between accounting and other teams or departments
• Perform related duties and assigned projects
• Report directly to the New Business Intake Manager

• Minimum 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 with automated workflow systems and enterprise business applications required
• Experience handling complex business process requests
• Experience coordinating across multiple stakeholders
• Experience participating in process improvements
• Experience supporting system enhancements or testing
• Experience providing user guidance or training
• Law firm intake, accounting, conflicts, or similar professional services operations experience preferred
• Strong interpersonal, organizational, and client service skills
• Excellent written and verbal communication skills
• Keen attention to detail and ability to multitask and meet deadlines
• Intermediate proficiency in Microsoft Excel, Word, and Outlook
• Aptitude and willingness to learn new software and 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
• Bachelor’s degree from an accredited institution preferred and/or advanced certifications in business process management, such as PMP or Six Sigma
• Ability to move around the office up to 15% of the time
• Ability to operate computers and office productivity machines regularly
• Ability to occasionally move documents or files weighing up to 15 lbs.
• Ability to constantly communicate and exchange information with attorneys, clients, and staff
• Ability to inspect and observe information on a computer screen at least 80% of the time

Demonstrates expertise in business intake processes, workflow administration, and matter management, with a strong focus on collaboration and communication across diverse teams. Proficient in utilizing automated workflow systems and providing user training to enhance operational efficiency.

• Business Intake Support
• Workflow Administration
• Automated Workflow Systems
• Client Service Skills
• Microsoft Excel Proficiency

• Business Process Management
• Matter Management
• Workflow Coordination
• Data Quality Analysis
• System Enhancements
• Intapp Intake
• Financial Operations
• Process Improvement
• User Training
• Document Management

• Interpersonal Skills
• Organizational Skills
• Attention to Detail
• Problem-Solving Skills
• Communication Skills

• PMP
• Six Sigma

• Legal Operations
• Professional Services Operations
• Client Intake
• Risk Management
• Accounting

• Microsoft Word
• Microsoft Outlook
• Enterprise Business Applications
• Automated Workflow Systems