Client Intake Analyst

Welcome to Frontline Managed Services where innovation technology and efficiency converge to redefine the landscape of IT Financial and Administrative Managed Services for legal and professional service firms. As pioneers in the industry we are driven by a relentless commitment to excellence.

Join Our Team and Be a Catalyst for Change!

We dont just follow industry standards; we set them. Our dynamic environment thrives on pushing boundaries and embracing challenges. We are more than a workplace; we are a community of forward-thinkers dedicated to shaping the future.

Position Overview

The Client Intake Analyst is responsible for reviewing analyzing and processing new client and matter intake requests to ensure compliance with firm policies quality standards and established turnaround expectations. This role works closely with attorneys conflicts teams and internal stakeholders to resolve incomplete information facilitate the client and matter review process and maintain accurate data within firm systems.

The successful candidate will possess strong legal knowledge exceptional attention to detail excellent communication skills and the ability to manage competing priorities while maintaining a high level of accuracy and professionalism.

What Youll Do

• Review and process new client and matter intake forms for completeness accuracy and compliance with firm policies and procedures.

• Analyze intake information to identify missing incomplete or inconsistent data while meeting established service-level expectations.

• Communicate effectively with attorneys and internal stakeholders to obtain required information and resolve intake-related issues.

• Collaborate with legal and business teams to ensure timely completion of the client and matter onboarding process.

• Submit client and matter information through the firms review and approval workflow.

• Maintain accurate and up-to-date client and matter records within firm systems and databases.

• Apply sound judgment and analytical thinking when evaluating intake requests and identifying potential concerns.

• Manage multiple priorities and deadlines in a fast-paced service-oriented environment.

• Support additional business intake and operational initiatives as assigned.

What You Bring

• Law degree required (LL.B. J.D. or equivalent legal qualification).

• Minimum two (2) years of litigation experience or three (3) years of conflicts analyst experience within a law firm or professional services environment.

• Strong understanding of legal terminology law firm operations and client/matter intake processes.

• Proficiency with Microsoft Office applications including Word Excel and Outlook.

• Excellent attention to detail with the ability to analyze information identify inconsistencies and make sound decisions.

• Strong verbal and written communication skills with the ability to collaborate effectively with attorneys and internal stakeholders.

• Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced deadline-driven environment.

• Ability to handle confidential information with professionalism discretion and sound judgment.

Success Profile

The successful candidate will demonstrate:

• A strong commitment to client service and operational excellence.

• A proactive solutions-oriented approach to problem solving.

• The ability to work independently while contributing effectively within a team environment.

• Professionalism adaptability and a high degree of accountability

Not Sure You Meet Every Requirement

We know that great candidates may not match every qualification listed. If youre excited about the role and believe you could be a strong fit we encourage you to apply. We value potential and a growth mindset as much as experience.