Intake Specialist

The Intake Specialist serves as a critical gatekeeper of revenue integrity by ensuring all new business intake data is entered accurately, completely, and within established timeframes, with all supporting documentation properly validated and maintained. This position can be resident in Dallas, TX; Cleveland, OH; Portland, OR; Phoenix, AZ; or Kansas City, MO. Pursuant to Cleveland, OH regulation, the hourly range for this position is $28.84 to $38.46, contingent on relevant experience and education. We offer generous compensation and benefits packages. Responsibilities Safeguard firm revenue by identifying inconsistencies, assessing risk, and escalating irregularities that may impact billing accuracy or compliance Apply comprehensive knowledge of law firm financial operations—including billing, e-billing, collections, accruals, conflicts, and compensation—to ensure client and matter setup aligns with revenue recognition standards and firm policies Lead onboarding and offboarding processes for attorneys with a focus on preserving revenue continuity and ensuring compliant setup of portable business Perform quality control on high-volume client and matter intake (250+ daily) to ensure adherence to billing agreements, rate structures, EPLI requirements, attorney splits, and client guidelines, minimizing revenue leakage Review engagement letters, outside counsel guidelines, and billing instructions to ensure precise system configuration that supports accurate billing and revenue capture Oversee international matter setup within Swiss Verein structures to ensure appropriate allocation of referral credits and compliance with global billing requirements Manage and maintain attorney splits throughout the year, ensuring accurate revenue allocation in alignment with firm origination and compensation policies Monitor multiple high-volume workflows, ensuring all intake and maintenance tasks are completed within established SLAs to support timely billing and cash flow Generate and analyze ad hoc reports to provide insight into revenue trends, discrepancies, and operational performance Maintain ongoing matter data integrity by updating rates, billing arrangements, and other key attributes to ensure accurate invoicing and revenue recognition Deliver clear, responsive, and solutions-oriented communication to attorneys and staff, reinforcing a client service approach rooted in financial accuracy and accountability Perform such other/additional duties as may from time to time be assigned Administer Elite system setup and maintenance for timekeepers, ensuring data accuracy that directly supports billing precision and revenue reporting Qualifications Demonstrated expertise with 3E, Intapp, Financial Center, NetDocs or other business intake software. Demonstrated proficiency with Microsoft Outlook, Excel, and Word. Experience Required 2+ years relevant experience in a law firm or similar experience Benefits We offer a generous benefits package to full-time and part-time employees working at least a 50% schedule. Benefits include comprehensive health, dental and vision plan for you, your spouse/domestic partner and children. In addition, we provide a superior 401(k) plan, ample time off programs, mental health programs, family building and caregiving, generous paid parental leave, life insurance, disability insurance, a wellness program, flexible spending accounts, and an employee referral bonus program. Littler Mendelson is proud to be an equal opportunity employer. This job posting is a general description of the types of responsibilities that are required of an individual in this job. It is not intended to be a complete list of the responsibilities, duties and skills that may be required for this job. #J-18808-Ljbffr