Intake Analyst

Schedule: Monday-Friday, 9 a.m.

- 5 p.m.;
Hybrid (Three days in office, two days WFH)
Compensation: $70,000-$85,000, commensurate with experience

Client File Management:

• Set up and maintain cost exceptions and restricted matter worklists for client files.
• Handle edits for costs and resolve cost-related errors.
• Ensure all required documentation (e.g., client billing guidelines and approvals) is received for incoming clients.
• Maintain a log of needed items and follow up with attorneys and secretaries to obtain missing information.

Data Maintenance and Reporting:

• Review weekly reports to ensure new timekeepers are promptly added to matter worklists.
• Generate routine and ad hoc reports of client, matter, and timekeeper information for the CFO, COO, partners, and firm-wide distribution.

Support and Ad Hoc Projects:

• Assist with other Intake-related special projects as necessary.

Education:

Experience:

• 2-4 years of relevant experience, preferably in a Biglaw firm environment.

Technical

Skills:

• Advanced knowledge of
  Excel 2007
  , including:
  • Tables, pivot tables, and charts.
  • Basic functions like VLOOKUP and nested IF statements.
  • Conditional formatting and Microsoft Query.
• Familiarity with
  3E/Access (a plus).

Key Attributes:

• Exceptional follow-up skills and attention to detail.
• Strong written and verbal communication abilities.
• Ability to efficiently manage multiple tasks while maintaining accuracy and meeting deadlines.

This role provides an exciting opportunity to support critical processes in a professional and collaborative environment while contributing to the operational success of a leading firm.