Business Intake Analyst

Overview

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of Uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust.

Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

This exempt position is part of the team that supports the Firm’s financial business systems. The Business Intake Analyst supports efforts to improve processes within the department and analyzes business data to support Firm management.

• Review submitted intake forms for completeness, accuracy, and compliance with firm policies and ethical standards.
• Validate matter details, client information, and required documentation submitted by attorneys and legal assistants.
• Track and follow up on outstanding items to facilitate timely intake decisions.
• Conduct due diligence reviews of prospective clients using online databases (such as Pacer, Lexis Nexis, etc.), business intelligence databases (D&B, Hoovers), Government Watch Lists (World-Check) and public domain searches (Google, etc.).
• Collaborate with attorneys, secretaries, and risk management to ensure smooth intake processing.
• Manage data associated with clients and matters for departing attorneys.
• Maintain client and matter data information in the firm’s financial system, in compliance with firm policies.
• Perform database research and analyze data and metrics to facilitate processing of open, closed, or change requests.

• Assist with firm technology projects involving new business intake and accounting.
• Recommend to the New Business Intake Manager changes to the process and/or system based on observations and interactions with users.
• Provide user assistance related to both the intake process and the matter management process.
• Assist with the development and maintenance of intake processes and standards to ensure overall client and matter data quality.
• Act as liaison between accounting and other teams or departments as needed.
• Create and update related process documentation and assist with the development, maintenance, and execution of related end user training programs.
• Perform related duties and other projects assigned.

This Business Intake Analyst position reports directly to the New Business Intake Manager.

Subordinate staff:
None

Knowledge/Experience

This individual should possess at least 2 years of experience with business systems and a technical knowledge of databases. This position requires a general understanding of business organizations and processes. Prior experience utilizing automated business process workflow systems is preferred and prior relevant experience in a law firm environment is helpful.

Skills

The Business Intake Analyst will possess strong interpersonal and organizational skills, the ability to communicate well with all Haynes and Boone team members, keen attention to detail, strong client service skills, time management and organizational skills, and a willingness to learn. This person will also possess strong intermediate computer skills (Microsoft Excel, Word & Outlook). A broad range of technical ability, with a…