New Business Intake Coordinator- LA
$55K - $85K/yr
New Business Intake Coordinator A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible for maintaining daily workflow, running conflict checks ...
New Business Intake Coordinator- LA
$55K - $85K/yr
New Business Intake Coordinator A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible for maintaining daily workflow, running conflict checks ...
New Business Intake Analyst
Boston, MA · On-site
Ensure the accuracy of data derived from new business intake forms in multiple databases to support regular reporting and firm-wide access to accurate client matter information. * Data Integrity ...
New Business Intake Analyst
Boston, MA · On-site
Ensure the accuracy of data derived from new business intake forms in multiple databases to support regular reporting and firm-wide access to accurate client matter information. * Data Integrity ...
Business Intake Coordinator (Services)
Chicago, IL · Hybrid
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
Business Intake Coordinator (Services)
Chicago, IL · Hybrid
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
Business Intake Coordinator (Services)
Los Angeles, CA · On-site
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
Business Intake Coordinator (Services)
Los Angeles, CA · On-site
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
Business Intake Coordinator (Services)
New York, NY · On-site
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
Business Intake Coordinator (Services)
New York, NY · On-site
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
Business Intake Coordinator (Services)
Chicago, IL · On-site
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
Business Intake Coordinator (Services)
Chicago, IL · On-site
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
New Business Intake Analyst
Atlanta, GA · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Atlanta, GA · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Atlanta, GA · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Atlanta, GA · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
Business Intake Coordinator (Services)
Washington, DC · On-site
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
Business Intake Coordinator (Services)
Washington, DC · On-site
$67K - $75K/yr
As a Business Intake Coordinator, you will play a critical role in supporting the Firm's risk management and business intake processes, ensuring the accuracy, completeness, and integrity of client ...
Remote New Business Intake Specialist (West Coast)
Los Angeles, CA · Remote
$19.25 - $25.50/hr
A prominent law firm is seeking a skilled New Business Intake Specialist for a remote role. Candidates should have at least three years of experience in a law firm environment, with knowledge of ...
Remote New Business Intake Specialist (West Coast)
Los Angeles, CA · Remote
$19.25 - $25.50/hr
A prominent law firm is seeking a skilled New Business Intake Specialist for a remote role. Candidates should have at least three years of experience in a law firm environment, with knowledge of ...
New Business Intake Analyst
Raleigh, NC · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Raleigh, NC · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
Ensure the accuracy of data derived from new business intake forms in multiple databases to support regular reporting and firm-wide access to accurate client matter information. * Data Integrity ...
Ensure the accuracy of data derived from new business intake forms in multiple databases to support regular reporting and firm-wide access to accurate client matter information. * Data Integrity ...
New Business Intake Analyst
Dallas, TX · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Dallas, TX · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Charlotte, NC · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Charlotte, NC · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Atlanta, GA · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Atlanta, GA · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Chicago, IL · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Chicago, IL · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
Business Intake Specialist (Ethical Walls)
Los Angeles, CA · On-site
$88K - $120K/yr
As a Business Intake Specialist, you'll play a critical role within the Business Intake & Conflicts Department, supporting attorneys and firm leadership through the intake, screening, and ethical ...
Business Intake Specialist (Ethical Walls)
Los Angeles, CA · On-site
$88K - $120K/yr
As a Business Intake Specialist, you'll play a critical role within the Business Intake & Conflicts Department, supporting attorneys and firm leadership through the intake, screening, and ethical ...
New Business Intake Analyst
Atlanta, GA · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
New Business Intake Analyst
Atlanta, GA · On-site
$75K - $85K/yr
The New Business Intake Analyst, under the direction and supervision of the New Business Intake Manager, performs a variety of departmental duties including conflict of interest searches, research ...
Business Intake Specialist (Ethical Walls)
New York, NY · On-site
$88K - $120K/yr
As a Business Intake Specialist, you'll play a critical role within the Business Intake & Conflicts Department, supporting attorneys and firm leadership through the intake, screening, and ethical ...
Business Intake Specialist (Ethical Walls)
New York, NY · On-site
$88K - $120K/yr
As a Business Intake Specialist, you'll play a critical role within the Business Intake & Conflicts Department, supporting attorneys and firm leadership through the intake, screening, and ethical ...
Business Intake Specialist (Ethical Walls)
Boston, MA · On-site
$88K - $120K/yr
As a Business Intake Specialist, you'll play a critical role within the Business Intake & Conflicts Department, supporting attorneys and firm leadership through the intake, screening, and ethical ...
Business Intake Specialist (Ethical Walls)
Boston, MA · On-site
$88K - $120K/yr
As a Business Intake Specialist, you'll play a critical role within the Business Intake & Conflicts Department, supporting attorneys and firm leadership through the intake, screening, and ethical ...
Business Intake information
What is a business intake specialist?
A business intake specialist is responsible for gathering and analyzing information from clients or internal teams to determine project requirements and feasibility. They often coordinate with stakeholders, document processes, and use tools like CRM or project management software to ensure smooth onboarding and project initiation.
What is the difference between Business Intake vs Business Analyst?
| Aspect | Business Intake | Business Analyst |
|---|---|---|
| Credentials | Typically requires a high school diploma or associate degree; certifications like CBAP are optional | Often requires a bachelor’s degree in business, IT, or related field; certifications like CBAP or CCBA are common |
| Work Environment | Primarily in project initiation, meetings, and stakeholder communication | Involves analysis, documentation, and process improvement activities |
| Employer & Industry Usage | Used in project management, consulting, and corporate settings to gather project requirements | Common in IT, finance, and business sectors for process and system analysis |
While Business Intake focuses on gathering initial project requirements and stakeholder input, Business Analysts delve deeper into analyzing processes, defining solutions, and ensuring project success. Both roles are essential in project lifecycle stages but differ in scope and responsibilities.
More about Business Intake jobs
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What states have the most Business Intake jobs? States with the most job openings for Business Intake jobs include:
What job categories do people searching Business Intake jobs look for? The top searched job categories for Business Intake jobs are:
$55K - $85K/yr
Other
Posted 25 days ago
Job description
New Business Intake Coordinator
A national law firm is seeking a New Business Intake Coordinator. The ideal candidate will be responsible for maintaining daily workflow, running conflict checks, making client matter adjustments, and assigning client matter numbers for the firm. As a NBI Coordinator, you are required to maintain a high level of accuracy and confidentiality at all times.
Core Responsibilities- Complete detailed conflict of interest report including necessary internet searches
- Consult the NBI reference manual for proper procedures and information
- Assign client matter numbers
- Notify attorneys of issues for matter opening process
- Assign affiliations for all client matters
- Maintain all client matter modifications
- Process Dunn and Bradstreet reports (DNBi)/Hoover
- Maintain system integrity and database clean up
- Complete exiting attorney reports and requests for attorney to close client/files
- Process all client matter re-openings (re-run conflict report and communicate new issues to appropriate attorney. This process will involve waiting for approval before re-opening)
- Maintain client and employee confidences; protect operations by safeguarding confidential information
- Take initiative to train and mentor new NBI hires, staff and attorneys on NBI policies and procedures
- Work efficiently and prioritize tasks in a fast-paced environment
- 2 years NBI/conflicts experience.
- Prior legal industry new business intake/conflicts experience
- Large team support experience is a MUST
- Preferred: Bachelor's degree or combination of education and experience
- Proficient in MS Office applications;
- Proficient in computerized conflicts/workflow software;
- Excellent analytical and research skills;
- Ability to compile, review, determine and communicate conflicts issues based on a variety of information;
- Good judgment in determining when assistance is needed in communicating with attorneys and legal assistants on varied issues involving conflicts and maintaining client files.
- Salary: $55k/yr - $85k/yr depending on experience
- Benefits: Comprehensive benefits
- Onsite work schedule