New Business Intake (NBI) Analyst
About The Position
Kilpatrick Townsend is seeking a New Business Intake Analyst for its Finance Department in the Atlanta, Dallas, or Houston office. The role processes new client and matter intake, verifies required documentation and special client needs, assigns client/matter numbers, and performs risk-management reviews to ensure compliance with firm policies. The position also processes client/matter changes in 3E, coordinates approvals, responds to internal questions, and supports intake-related training and data cleanup. The role offers a hybrid schedule combining in-office and remote workdays. It is a full-time, regular position.
Requirements
- A four-year degree or equivalent experience.
- Typing speed of 50 or more words per minute.
- Strong computer and database skills.
- Strong oral and written communication skills.
- Ability to work productively with firm personnel at all levels.
- Ability to work under pressure, manage multiple priorities, and meet tight deadlines.
- Strong attention to detail.
- Ability to work independently and productively in a team environment.
- At least 2 years of related work experience.
- Ability to connect from home and accommodate occasional 11:30 a.m.–8:00 p.m. shifts and work before or after standard hours as necessary.
Nice To Haves
- At least 2 years of experience in a law firm environment.
- Experience with 3E, Excel, and Word.
Responsibilities
- Perform initial and final client/matter intake reviews using Intapp.
- Confirm that special requirements are followed for clients listed as having special requirements.
- Ensure conflicts searches are completed and cleared for new related parties, and provide proper notification when future linking is needed.
- Verify that necessary documentation is attached and consult with Department Operating Officers, General Counsel, Conflicts, and Collections regarding approvals.
- Redline engagement letters for review; handle form revisions, approver comments, and requests for additional email notification users based on matter criteria.
- Assign client/matter numbers in 3E and perform quality control to ensure proper credit and setup.
- Process client/matter changes in 3E, including updates to existing details and scheduling SQL updates for out-of-scope or bulk requests involving more than 300 matters.
- Coordinate with departments, Department Operating Officers, Team Leaders, and Billing Management to obtain approvals and ensure changes comply with firm policies.
- Respond to internal inquiries about client/matter status and Intapp issues, and assist with training and resolution.
- Assist the Manager and team with bulk change requests and database cleanups as needed.
- Assist with new-hire setups and process departed-attorney listings to schedule closures and reassignments.
- Create documentation in the DMS for new client/matter PDFs, engagement and waiver letters, and Outside Counsel Guidelines.
- Handle calls to the individual and NBI Helpline, as well as customer drop-in requests concerning Intapp and NBI questions.
- Correspond with secretaries to request documentation needed for client and matter openings.
- Work occasional shifts from 11:30 a.m. to 8:00 p.m. and before or after standard hours as necessary to meet job demands.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short-term disability plans
- Retirement plans
- Holidays
- Paid time off
- Hybrid work schedule
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
