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Client Intake and Matter Specialist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Hartford

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
March 14, 2026

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