New Business Intake Analyst

New Business Intake Analyst

The New Business Intake Analyst is responsible for handling all procedures related to the opening and modifying of client / matters, including financial and business risk review and approvals. Essential functions include :

• Ensuring timely review, quality control, and analysis of new client and / or new matter worthiness which requires current (and continually updated) knowledge of relevant risk management and firm business-related policies.
• Corresponding with lawyers and legal administrative assistants and serving as a liaison with Accounting and Conflicts teams to maintain efficiency and accuracy in the exchange of information utilized and maintained in the Firm's client / matter intake and financial systems.
• Maintaining client and matter information in firm systems, including but not limited to, updates to billing information, managing rate exception set-up, executing name changes, managing updates to billing or origination changes, updates to matter status, and edit other system fields, as needed.
• Reviewing and implementing special billing arrangements to comply with outside counsel guidelines.
• Interpreting billing arrangements and communicating effectively with attorneys and Accounting for set-up and modifications.
• Assisting with the annual billing rate adjustment process to review and update special billing arrangements and firm billing rates.
• Assisting with all processes related to maintaining, tracking, monitoring and auditing engagement letters, outside counsel guidelines and payment of retainers.
• Assisting with all processes related to the automated close of inactive clients and / or matters to ensure firm systems contain accurate data on active firm business.
• Assisting with all processes related to the review and enforcement of general matter policies and usage of general numbers by firm timekeepers.
• Escalating issues as needed to the New Business Intake manager.
• Assisting New Business Intake management with all responsibilities related to client information and data requests, client audits, and client questionnaires.
• Assisting New Business Intake management with all responsibilities related to internal firm processes related to auditing clients / matters post-engagement.
• Ability to work with other team members to help the team evolve, grow, and comply with deadlines and time sensitive issues.

Additional functions include :

Qualifications (Experience, Knowledge, Skills and Abilities) :

Work Environment & Physical Demands : This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Requirements : Sedentary work : Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties. Visual Acuity : Worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

Compensation & Benefits : The salary ranges for this position apply to the respective listed locations. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and / or certifications, geographic location, market demands and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. Reasonable estimates of the current ranges for this position are :

For information on Fox Rothschild's compensation and benefits visit :

Compensation & Benefits (foxrothschild.com)

Disclaimer : Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. Applications are accepted on an ongoing basis until the position is filled, there is no specific deadline to apply.

This job description is not an exhaustive list of all functions that the employee may be required to perform and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.

Equal Opportunity Employer - vets, disability