Business Intake Liaison

Husch Blackwell • Milwaukee, WI

5d • $47,000 - $146,000

About The Position

The Business Intake Liaison manages the intake process for new work (clients and/or matters) at Husch Blackwell. The role gathers required information from attorneys and/or clients, reviews its accuracy before it is entered into firm systems, and leads efficient collaboration across functional areas to ensure intake is completed accurately and fully. The position may be filled remotely or in any of the firm’s locations.

The liaison owns attorney requests to open business in firm systems, including collecting information needed to move matters to “Open for Time” and “Open for Billing” status. The role also maintains business records, investigates data inaccuracies, resolves downstream issues, tracks outstanding intake items, and provides customer service to clients and potential clients. The liaison develops knowledge of cross-functional stakeholders and their needs in the intake process and builds relationships that improve the client and attorney experience.

Requirements

• High school diploma or GED.
• 3–5 years of relevant experience in a legal or customer service environment.
• Proficiency in Microsoft Office applications, including Excel, Outlook, Word, PowerPoint, Microsoft Teams, and EMS.
• Excellent client and customer service skills.
• Ability to assess the accuracy of matter-related data and make sound judgments and decisions.
• Knowledge of legal terminology and processes.
• Excellent written and oral communication skills.
• Excellent time management skills.
• Excellent research, interpersonal, and organizational skills.
• Ability to work under pressure in a fast-paced environment.

Nice To Haves

• Two-year degree.
• Relevant experience in a professional services environment.

Responsibilities

• Own attorney requests for business to be opened in firm systems.
• Collect required intake information through direct attorney interviews or completed intake forms to move matters to “Open for Time” status.
• Collect defined secondary information to move matters to “Open for Billing” status.
• Evaluate information provided by other functional areas for accuracy before updating it in firm systems.
• Research and resolve reports of inaccurate data through completion.
• Resolve issues in downstream functional areas caused by incorrect data, minimizing effort for the client and client relationship manager (CRM).
• Manage the business intake process by tracking and following up on outstanding items or issues until resolved.
• Maintain accurate and up-to-date business records in the firm’s database.
• Provide excellent customer service to clients and potential clients.
• Stay informed about cross-functional areas, including conflicts, information governance, docketing, and billing, and their stakeholder needs in the intake process.
• Build relationships with cross-functional areas that strengthen the client and attorney intake experience.
• Perform other duties as assigned.

Benefits

• Medical and dental coverage.
• Life insurance.
• Short-term and long-term disability insurance.
• Pre-tax flexible spending account for certain medical and dependent care expenses.
• Employee assistance program.
• Paid Time Off.
• Paid holidays.
• Participation in a retirement plan program after meeting eligibility requirements.
• Discretionary, non-guaranteed bonus opportunities dependent on individual and firm performance.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED