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Client Intake Manager Jobs in Illinois (NOW HIRING)

Hinshaw & Culbertson

Client Intake Coordinator

Chicago, IL · On-site +1

$60K - $68K/yr

Client Intake Coordinator Position Summary The Client Intake Coordinator Team will support the ... A substantial portion of this individual's workload will be data management, and will include ...

TMH Behavioral Services

Intake Coordinator

Chicago, IL · Hybrid

$25 - $30/hr

This position manages the full client intake process - from initial inquiry through service placement - and serves as a central hub for scheduling coordination, documentation accuracy, and clinician ...

TMH Behavioral Services

Intake Coordinator

Chicago, IL · On-site

$25 - $30/hr

This position manages the full client intake process - from initial inquiry through service placement - and serves as a central hub for scheduling coordination, documentation accuracy, and clinician ...

TMH Behavioral Services

Intake Coordinator

Chicago, IL · On-site

$25/hr

This position manages the full client intake process -- from initial inquiry through service placement -- and serves as a central hub for scheduling coordination, documentation accuracy, and ...

Dentons Canada

NBI Manager

Chicago, IL · On-site

$120K - $150K/yr

Reviews client, matter, and billing information on all New Business Intake forms for completeness ... Manages the assigned team, including assigning work, monitoring quality and timeliness, resolving ...

Dentons

NBI Manager

Chicago, IL · On-site

$120K - $150K/yr

Reviews client, matter, and billing information on all New Business Intake forms for completeness ... Manages the assigned team, including assigning work, monitoring quality and timeliness, resolving ...

Dentons

NBI Manager

Chicago, IL · Remote

$120K - $150K/yr

Reviews client, matter, and billing information on all New Business Intake forms for completeness ... Manages the assigned team, including assigning work, monitoring quality and timeliness, resolving ...

Greenberg & Sinkovits LLC

Legal Intake Specialist

Chicago, IL · On-site

$18.25 - $24.50/hr

Coordinate and perform consultations; organize meetings and check-ins with lawyers, and ensure thorough documentation in client intake systems. • Pipeline Management : Maintain up-to-date records ...

Alston

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 ... Perform routine quality checks of data management: client, matter, parties and black book conflicts ...

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All JobsClient Intake JobsClient Intake Manager JobsClient Intake Manager Jobs in Illinois

Client Intake Manager information

What does a client intake manager do?

A Client Intake Manager oversees the process of welcoming and onboarding new clients into a business or organization. Their responsibilities include gathering essential client information, assessing client needs, ensuring all necessary documentation is completed, and coordinating with different departments to facilitate a smooth start for new clients. They play a critical role in ensuring clients have a positive initial experience and that all compliance and regulatory requirements are met. This position often requires strong organizational, communication, and problem-solving skills.

What are the key skills and qualifications needed to thrive as a client intake manager?

To thrive as a Client Intake Manager, you need strong organizational abilities, attention to detail, and experience with client onboarding or case management, often backed by a degree in business, social work, or a related field. Familiarity with customer relationship management (CRM) software, case management systems, and data entry tools is typically required. Exceptional interpersonal communication, problem-solving, and multitasking skills help you build rapport and handle sensitive client information effectively. These competencies ensure smooth client onboarding, enhance client satisfaction, and support organizational efficiency in managing workflows.

How does a client intake manager typically collaborate with other departments during the onboarding process?

A Client Intake Manager works closely with various teams, such as sales, legal, and customer service, to ensure a seamless onboarding experience for new clients. They coordinate the collection of necessary documentation, clarify client requirements, and address any concerns that may arise during the intake process. Effective communication and strong organizational skills are essential, as the role often requires managing multiple stakeholders and maintaining up-to-date records to facilitate smooth handoffs between departments.

What are the most commonly searched types of Client Intake jobs in Illinois?

The most popular types of Client Intake jobs in Illinois are:

What cities in Illinois are hiring for Client Intake Manager jobs?

Cities in Illinois with the most Client Intake Manager job openings:

Client Intake Manager jobs near you

Client Intake Coordinator

Chicago, IL • On-site, Remote

Hinshaw & Culbertson
Law Firms • 1 - 5K employees
Learn more about Hinshaw & Culbertsonexternal

$60K - $68K/yr

Full-time

Re-posted 9 days ago

Key responsibilities

  • Review newly opened matters to ensure compliance with Outside Counsel Guidelines and set appropriate rates/rate levels.

  • Verify and update data for electronically billed matters, including setting up rates, timekeepers, and budgets, and ensure rate conformance.

  • Coordinate with client account teams to resolve rejected invoices, update internal systems, and communicate rate changes and client contact information.

Job description

Client Intake Coordinator
Position Summary
The Client Intake Coordinator Team will support the processing and administration of our matter opening review process, including matter management, rate review, and adherence to Outside Counsel Guidelines. A substantial portion of this individual's workload will be data management, and will include working with electronic billing sites. This position requires an individual who is attentive to detail, comfortable with non-routine daily workflow, proficient in communicating with colleagues at all levels and who can work effectively both independently and within a team environment.
Essential Functions:
  • Access and utilize the daily report and workflow for newly opened matters
  • Review newly opened matters to ensure compliance with Outside Counsel Guidelines
  • Review and set rates/rate levels on client/matters to ensure accurate billing and conformance with engagement letters or previously negotiated agreements
  • Request missing background documents or approvals from Attorneys and/or Professional Administrators, as neededRevalue time entries to ensure conformance with newly updated rates/rate levels
  • Verify all relevant data for matters which are electronically billed through the over 30 websites we utilize, including confirming/editing matter on site, set up of rates, timekeepers, and budgets
  • Set disbursement constraints/exclusions in Aderant consistent with Outside Counsel Guidelines
  • Liaison with Client Account team managers and coordinators to resolve rejected eBilled invoices resulting from rate issues
  • Set up split billing information and bill groups for matters requiring deductibles; verify contact information for insured parties as needed
  • Update internal processes and systems for opening matters to ensure all internal systems accurately reflect the data processed
  • Review daily system generated reports to ensure rate compliance for timekeepers
  • Provide rate information to attorney and staff upon request
  • Update client contact information as needed in Aderant
  • Update/verify attorney participation credit on matters as requested
  • As rates are changed or updated, enter the information in Aderant and communicate the same to respective Client Account team managers/coordinator
  • Assist the Manager of Client Intake in ensuring that new or updated client rate information has been communicated to all stakeholders which may include the Chief Financial Officer
  • Assist with maintenance of Intapp Terms related to Outside Counsel Guidelines and assist with generating guidelines summary sheets for distribution to timekeepers
  • Monitor and respond to daily requests in the general Client Intake email box
  • Assist or handle other responsibilities as assigned
  • Assist with maintenance of database of Outside Counsel Guidelines and assist with generating guidelines summary sheets for distribution to timekeeper
  • Monitor and respond to requests as they come in to the general Client Intake email box
  • Assist or handle other responsibilities as assigned

Qualifications
  • Proficiency in Aderant Expert, Elite or comparable legal billing software preferred. Proficiency in Microsoft Excel and Word required.
  • 2+ years' experience with legal billing/e-billing and familiarity with matter management preferred. College degree preferred or else equivalent experience required.

As an EOE/AA employer, Hinshaw & Culbertson LLP will not discriminate in its employment practices due to an applicant's age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, protected veteran or disability status or any other factor prohibited by law.

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