SIGN IN
New Business Intake Assistant jobs in United States
cer-icon
Apply on Employer Site
company-logo

Burr & Forman · 15 hours ago

New Business Intake Assistant

Burr & Forman LLP is seeking a New Business Intake Assistant to support their New Business Intake Department. The role involves screening new and existing clients for potential conflicts, performing due diligence on business opportunities, and ensuring compliance with professional conduct rules.
Legal
check
H1B Sponsor Likelynote

Responsibilities

Assist New Business Intake team with processing new matter requests in the firm’s conflicts software
Perform background checks and other due diligence related to new matters
Review new matters for accuracy and completion, confirming that required documents such as engagement letters, outside counsel guidelines, and waivers are attached
Complete data entry of new matters into the firm’s conflicts software
Perform general client matter maintenance, including updating client addresses, names, or corporate trees
Track and follow up on the status of executed engagement letters
Close matters in the firm’s billing and conflicts systems
Assist with outside counsel guidelines which may include tasks such as uploading and integrating documents to an outside counsel management database and following up with attorneys to confirm that client outside counsel guidelines are the most recent version
Other responsibilities as needed

Qualification

New Business Intake experienceInTappAderantMicrosoft WordMicrosoft OutlookProactiveDetail-orientedCommunication skillsOrganizational skillsTeamwork

Required

Two to five years of legal experience, preferably with New Business Intake in a law firm
Bachelor's degree or equivalent combination of education, training, and experience
Proficiency with Microsoft Word and Outlook
Highly organized, detail-orientated, and proactive with a desire to take ownership
Balance competing priorities and work effectively in a fast-paced environment, exercising patience and professionalism during stressful situations
Ability to work independently and with a team
Strong verbal and written communication skills
Some overtime may be required

Preferred

Experience with InTapp and Aderant

Benefits

Comprehensive health insurance
Dental and vision insurance
Group term life and disability insurance
A 401(k) retirement plan and retirement planning services
Paid time off
Free wellness and mental health services

Company

Burr & Forman

twittertwittertwitter
company-logo
Burr & Forman operates as a full-service law firm.

H1B Sponsorship

Burr & Forman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)

Funding

Current Stage
Growth Stage

Leadership Team

E
Ed Christian
Chief Executive Officer, Partner
linkedin
leader-logo
Gordon Katz
Chief Information Officer
linkedin

Recent News

Bizjournals.com Feed (2025-11-12 15:43:17)
Company data provided by crunchbase