Business Intake Specialist

Overview

When applying, please submit a resume and cover letter.

Why you might love working for Holland & Hart LLP

• Challenging and engaging work in a niche area
• Positive team atmosphere
• 37.5 hour week Monday - Friday
• No night and weekend hours
• Hybrid schedule
• Work-life balance
• Opportunity for advancement
• Robust and competitive benefit package
• Generous PTO and paid holidays

Keep reading to learn more about this position and our team.

The Business Intake Specialist provides crucial operational and analytical support to billing attorneys and the Business Intake team in the Office of General Counsel by executing sophisticated intake processes and departmental operations. Under general oversight, this role provides the firm’s billing attorneys with a reliable, efficient, and seamless new business intake experience by effectively procuring, researching, analyzing, and capturing the required key information received from the billing attorney while expertly navigating the requirements of the intake process to ensure clients are onboarded and matters are opened and maintained accurately and efficiently while complying with firm best practices, policies, and procedures.

This role receives comprehensive training in legal intake operations and compliance, with structured development opportunities that build expertise in entity research, conflict identification, and legal operations management. As a critical component of the firm’s risk management infrastructure, the Business Intake Specialist ensures accurate data capture and procedure compliance that directly impacts matter opening efficiency, client satisfaction, revenue protection, compliance with the Rules of Professional Conduct and applicable federal law related to “know your client” obligations, and mitigation of malpractice exposure and disqualification risks.

• Assist the Business Intake Manager, Ethics & Conflicts Managers, Managing EBI Counsel and Director of Ethics, Ethics & Conflicts Counsel, and Business Intake and Training and Lateral Intake Supervisors with departmental operations including financial coordination, professional correspondence, meeting logistics, communication management, training event coordination, and other reasonable administrative department-related responsibilities to ensure seamless department functionality and support strategic initiatives.
• Respond to inquiries from firm personnel seeking copies of existing engagement letters by retrieving and distributing the requested documents or, if the letters cannot be located, providing alternative relevant engagement information and communication details.
• Maintain the billing attorneys’ Business Intake Specialist document management folders and files approved engagement letters in the appropriate locations.
• Under general oversight with developing independence, accurately capture and analyze key data received from billing attorneys to open new matters or add parties to existing matters from start to finish in an accurate and efficient manner, providing the billing attorney with an exceptional intake experience and ensuring the firm complies with matter set up obligations. This entails:
  • effectively communicates the intake requirements of the firm to billing attorneys, utilizing a consultative approach to obtain necessary information and ensure complete data capture
  • conducts sophisticated entity research and analysis utilizing the internet and advanced research platforms (Lexis Diligence, Capital IQ, and various government websites) to determine the complete names of entities, correct relationships and affiliations of each party, and determine the corporate structure of entities involved to ensure accurate recording of information and to uncover relevant information helpful for conflict report generation and conflict clearances
  • drafting engagement letters to ensure the proper clauses are incorporated based on each unique matter and that the firm’s standard terms of engagement are in place with the client
  • complying with firm policies and procedures
  • navigating the electronic business intake system
• Under general oversight, collaborates with billing…