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New Business Intake Coordinator

Location: Dallas, TX (hybrid after 90-days)
Full-Time, Direct-Hire

Beacon Hill Legal is seeking a New Business Intake Coordinator to join a commercial law firm. As the New Business Intake Coordinatory you will play a vital role in onboarding new clients and matters, ensuring accuracy and compliance across our systems.

ResponsibilitiesManage new client and matter intake through Intapp OpenReview submissions for completeness and accuracy, ensuring all required fields and documentation are in placeCollaborate with attorneys and legal professionals to gather information and resolve setup issuesReview engagement letters for compliance and escalate exceptions as neededMaintain accurate client and billing data in the 3E systemConduct due diligence on prospective clients to assess suitabilityCreate and manage matter numbers for various internal accounts and workspacesCoordinate with Records Department on matter closures and transfersRespond to inquiries regarding client and matter filesAssist with conflict searches and support special projects as needed

QualificationsAssociate's degree or equivalent experienceMinimum of 1 year of experience in new business intake in a law firm settingProficiency in MS Office (Outlook, Excel, Word)Experience with Elite 3E and Intapp Open (or similar systems)Strong attention to detail and organizational skillsAbility to manage multiple priorities in a fast-paced environmentA proactive mindset and collaborative spirit

If you have experience handling new business intake, we encourage you to apply!

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