Business Development Specialist
1 week ago
The New Business Intake Analyst plays a critical role in ensuring the smooth onboarding of new clients and matters, while maintaining the highest level of financial and business risk management.
Key Responsibilities:- Review and analyze new client and matter worthiness, ensuring compliance with relevant risk management and firm business-related policies.
- Collaborate with lawyers, legal administrative assistants, and other teams to maintain efficiency and accuracy in the exchange of information.
- Maintain client and matter information in firm systems, including updates to billing information, rate exceptions, and matter status.
- Implement special billing arrangements to comply with outside counsel guidelines and communicate effectively with attorneys and Accounting.
- Assist with the annual billing rate adjustment process and review engagement letters, outside counsel guidelines, and payment of retainers.
- Escalate issues as needed to the New Business Intake manager and assist with client information and data requests, client audits, and client questionnaires.
- Approximately two (2) years of prior experience in a law firm setting performing new business intake and/or billing related functions.
- Ability to organize and prioritize numerous tasks, communicate effectively with diverse groups, and work efficiently with minimal supervision.
- Proficiency in Microsoft Windows-based environment and knowledge of basic conflicts of interest and new business intake principles.
- Experience with Conflicts and/or New Business Intake tools such as Intapp Open, Elegrity, Metastorm, etc.
This role operates in a clerical, office setting, requiring standard office equipment and occasional irregular hours.
The contractor will not discharge or discriminate against employees or applicants based on pay inquiries or discussions.
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