Business Intake Specialist
About The Position
Gordon Rees Scully Mansukhani, a distinguished national law firm with offices in all 50 states, is seeking an experienced Business Intake Specialist to join our team. With flexible location options, including remote and hybrid arrangements, this is a fantastic opportunity for motivated individuals to advance their careers in a supportive and professional environment. The ideal candidate will have 2 + years of Business Intake Specialist experience. We are committed to creating a diverse and inclusive environment for all employees. Join our team and become a key player in a thriving firm where your skills and expertise are highly valued. The Business Intake Specialist is responsible for managing and processing new client and matter requests through the firm’s intake and ticketing system, ensuring all submissions are complete, accurate, and compliant with firm policies. This role serves as a key point of coordination between attorneys, administrative staff, and risk management by reviewing requests, entering, and validating data, initiating conflicts checks through the submission of the parties and their positions, and following up to resolve missing or unclear information.
Requirements
- Minimum of two (2) years of experience related to the duties described (e.g., general research, paralegal, or project assistance experience), or one (1) year of direct conflicts or business intake experience in a law firm.
- Demonstrated ability to prioritize and manage multiple tasks while meeting deadlines in a fast-paced environment.
- Strong organizational skills and attention to detail.
- Ability to exercise discretion, maintain confidentiality, and apply sound judgment.
- Professional demeanor with the ability to interact effectively with attorneys, management, staff, and candidates.
- Experience conducting research and utilizing online databases.
- Proficiency with legal and business intake platforms and research tools, Upfront (or similar intake environment), Aderant (or similar accounting platform), preferred.
- Strong project coordination skills: experience supporting enterprise-wide initiatives is a plus.
Nice To Haves
- Prior law firm experience strongly preferred.
Responsibilities
- Monitor and manage incoming maintenance requests through the Upfront platform and Fresh Service ticketing system
- Review tickets for completeness, accuracy, and required approvals or supporting documentation
- Enter and maintain new client and matter information in the Upfront system with a high degree of accuracy
- Initiate conflicts check in accordance with firm procedures
- Coordinate with Risk Management by ensuring all necessary information is provided and clearly documented
- Track status of conflicts requests and follow up as needed to ensure timely resolution and provide responses clearing conflicts to responsible attorney and client
- Validate required fields, including client details, billing arrangements, responsible attorneys, and matter descriptions
- Ensure consistency with firm naming conventions and data standards
- Identify and resolve discrepancies or missing information prior to matter creation
- Ensure all intake requests comply with firm policies, regulatory requirements, and risk management guidelines
- Perform quality checks on completed matters to confirm accuracy of setup
- Maintain proper documentation and audit trails within the ticketing system
- Flag potential compliance or risk issues for review
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
