Company
Legal
BusinessIntakeSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Intake Specialist. Skills: Business intake, Risk management, Compliance oversight. Manage intake requests. Process intake requests”
Industry & Context.
Problem-solving skills; Analytical skills
What They're Looking For.
Must Have
2 years relevant experience, Manage multiple priorities, Exercise discretion, Exercise confidentiality, Exercise sound professional judgment
Nice to Have
1 year direct conflicts business intake, Experience with legal intake systems, Experience with ticketing platforms, Experience with comparable tools, Familiarity with legal research databases, Familiarity with enterprise systems
What You'll Do.
Manage intake requests
Process intake requests
Review submissions for completeness
Review submissions for required approvals
Review submissions for supporting documentation
Initiate conflicts checks
Track conflicts checks
Resolve discrepancies
Resolve missing information
Conduct quality control reviews
Ensure proper matter setup
Ensure compliance with policies
Ensure compliance with regulatory requirements
Maintain documentation
Maintain audit trails
Identify compliance concerns
Identify risk concerns
How You'll Work.
Team & Collaboration
Collaborate across teams; Coordinate with risk management
Full Job Description
## Accountabilities Manage incoming client and matter intake requests through designated ticketing and workflow systems, ensuring timely and accurate processing. Review submissions for completeness, required approvals, and supporting documentation, escalating issues when necessary. Enter, update, and maintain client and matter data with high accuracy while adhering to firm standards and naming conventions. Initiate and track conflicts checks, coordinating closely with risk management to resolve discrepancies or missing information. Conduct quality control reviews to ensure proper matter setup and compliance with internal policies and regulatory requirements. Maintain detailed documentation and audit trails for all intake activities within relevant systems. Identify and flag potential compliance or risk concerns for further review. Requirements: Minimum 2 years of relevant experience in legal support, research, paralegal work, project coordination, or business intake functions (or 1 year in direct conflicts/business intake within a law firm preferred). Strong attention to detail with proven ability to manage multiple priorities in a deadline-driven environment. Excellent organizational, analytical, and problem-solving skills. Ability to exercise discretion, confidentiality, and sound professional judgment. Strong communication skills with the ability to collaborate effectively across legal, administrative, and risk teams. Experience with legal intake systems, ticketing platforms, or comparable tools is highly preferred. Familiarity with legal research databases and enterprise systems such as intake or accounting platforms is an advantage. Benefits: Competitive salary range: USD $60,000 – $75,000 per year Flexible work arrangements, including remote and hybrid options (role-dependent) Opportunity to work in a structured, professional, and collaborative legal environment Exposure to enterprise-level legal operations and risk management processes Career development oppo
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