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The Client Intake and Matter Specialist supports the firm’s financial and administrative operations by reviewing, analyzing, and setting up new client and matter requests. This position ensures that all information entered into the firm’s systems is accurate, compliant with internal standards, and aligned with client-specific requirements. The role also maintains the quality and consistency of client and matter data throughout the lifecycle of each engagement.
Job Responsibility:
Review incoming intake requests submitted through the firm’s internal workflow system
Evaluate engagement documents to determine the appropriate fee arrangements, rates, billing formats, staffing assignments, and any client‑specific instructions
Configure new clients and matters in the firm’s financial platform, including: Billing options and rate structures, UTBMS phase/task/activity codes, Client hierarchy and address information, E‑billing requirements and related settings
Process updates such as reopenings, modifications, and closures in accordance with established procedures
Work closely with revenue leadership, pricing, billing, and collections teams to implement annual rate adjustments across clients and matters
Monitor existing records for accuracy and consistency, making corrections when needed
Ensure that all matter setups comply with client guidelines, billing rules, and outside counsel expectations
Identify missing or unclear information and follow up with attorneys and support staff to complete the intake process
Support data cleanup projects, system upgrades, and process improvements
Prepare and analyze Excel reports to validate data quality and address discrepancies
Escalate complex or exceptions‑based issues to management as appropriate
Requirements:
Bachelor’s degree
3–5 years of experience in a law firm environment, preferably in client intake, matter management, or financial operations
Strong working knowledge of legal financial systems (experience with Aderant or a similar platform preferred)
Understanding of legal billing concepts, including rate management, matter configuration, task‑based billing, and client billing protocols
Experience working with intake workflow tools (Intapp or comparable systems)
Advanced Excel skills (pivot tables, VLOOKUP, data validation, filtering, and large‑dataset analysis)
High attention to detail and strong analytical skills
Ability to manage multiple assignments with deadlines
Clear and detail oriented communication skills, both written and verbal
Experience supporting finance, revenue, or billing operations within a detail oriented services setting