Holland & Hart LLP · 2 hours ago
Business Intake Specialist
Holland & Hart LLP is a law firm seeking a Business Intake Specialist to provide operational and analytical support to billing attorneys and the Business Intake team. The role involves executing sophisticated intake processes, ensuring compliance with firm policies, and maintaining client satisfaction through effective data management and communication.
Law Practice
Responsibilities
Responsible for assisting 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
Responds 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
Maintains 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 captures and analyzes 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 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 determining 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, and navigating the electronic business intake system
Under general oversight, collaborates with billing attorneys by generating reports that identify active intake requests that have become dormant and resolves them to completion
Under general oversight, updates and cleans up active intake requests in the electronic business intake system when billing attorneys leave the firm. May need to follow up with relevant parties to obtain additional information required to complete these updates
Develops expertise in departmental communications management, progressing toward independent handling of routine inquiries and correspondence
Builds proficiency in late shift operations, including email management and intake initiation to support the firm's comprehensive service delivery
Under general oversight, develops proficiency in lateral attorney hire client onboarding processes, supporting seamless integration of new attorneys and their client relationships, as needed
Under general oversight, develops skills in signed engagement letter review and approval process, including monitoring workflow systems and ensuring compliance with firm standards, as needed
Provides support and assistance on important team projects and initiatives, as requested
Collaborates with Ethics & Business Intake staff as assigned
Handles and safeguards sensitive and confidential information daily and maintains client and employee confidence by complying with appropriate policies and procedures
Assists with other duties and projects as assigned
Qualification
Required
Bachelor's degree or equivalent experience required
Four years prior experience as a legal secretary or a similar role at a large or medium firm preferred
High level of proficiency using personal computers, database software, Adobe, Windows applications, and online research tools. Data integrity focus with demonstrated attention to accuracy in complex information management. Experience with Aderant Expert, Intapp products, Lexis Diligence, and Capital IQ a plus
Good spelling, writing, editing, formatting, and proofreading skills. Above average typing required, and ten-key skills preferred
Requires initiative, an inquisitive nature, positivity, and the adoption of solution-based approach in all aspects of work
Strong attention to detail, critical thinking, and analytical skills. Demonstrates commitment to accuracy, efficiency, and continuous improvement in intake procedures while maintaining high standards for data integrity and compliance
Requires good time management, organizational and planning skills to prioritize and handle detailed and repetitive work, and to assess, recommend and implement improved work procedures. Process improvement mindset with interest in legal operations and compliance procedures
Ability to work under pressure and maintain composure with minimal supervision
Requires good interpersonal/communication skills with a positive customer service-oriented attitude, high level of professional integrity, and ability to maintain confidentiality and build trust to work effectively with personnel at all levels within the firm
Willingness to work flexible hours when necessary to meet departmental deadlines
Preferred
Four years prior experience as a legal secretary or a similar role at a large or medium firm preferred
Experience with Aderant Expert, Intapp products, Lexis Diligence, and Capital IQ a plus
Ten-key skills preferred
Benefits
Medical
Dental
Vision
Life
AD&D
EAP
STD
LTD
Voluntary income protection benefits such as supplemental life, accident, critical illness, and long-term care insurances
401(k)-retirement plan with a company match
Educational assistance
Free or discounted legal services
Opportunities through the Holland & Hart Foundation, which is a non-profit organization dedicated to creating volunteer opportunities for lawyers, staff, families, and friends of Holland & Hart LLP
Company
Holland & Hart LLP
Throughout the Mountain West, from coast to coast and beyond, Holland & Hart provides clients with astute legal service from a vantage like no other.
H1B Sponsorship
Holland & Hart LLP 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
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Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (4)
2021 (6)
Funding
Current Stage
Late StageRecent News
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